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Using NetSuite to Track Program Metrics for Nonprofits
Social Impact Workshop: Using NetSuite to Track Program Metrics for NonprofitsWednesday, November 5, 2025 2:00–3:00 p.m. CST Follow Up Workshop: Wednesday, November 12, 2025 2:00–3:00 p.m. CST Learn how to track and report on key program metrics alongside financial data in NetSuite Are you looking for a better way to track…
Social Impact Workshop: Customize Financial Reports and Saved Searches for Nonprofits
Social Impact Workshop: Customize Financial Reports and Saved Searches for NonprofitsThursday, November 6, 2025 2:00 p.m.–3:00 p.m. CST Follow Up Session: Thursday, November 13, 2025 2:00 p.m.–3:00 p.m. CST Understand how to manage and customize financial reports and saved searches This interactive workshop for nonprofits…
Streamlining Financial Data Entry for Nonprofits
Social Impact Workshop: Streamlining Financial Data Entry for NonprofitsTuesday, November 18, 2025 2:00–3:00 p.m. CST Follow Up Workshop: Tuesday, November 25, 2025 2:00–3:00 p.m. CST Learn how to simplify and accelerate the AR and AP process in NetSuite Time is a real constraint for nonprofits and it can be challenging to…
Ask a Guru Live : Administration/CRM
In this Ask A Guru Live, our Guru, Michelle Jabanes will be answering your questions about Administration/CRM. RSVP now on this event that will be held on NOVEMBER 19, 2025 - 1:00 PM TO 2:00 PM EST. REMINDER: To ensure you never miss an event you RSVPed to, go to this link and see Add RSVPed Event to your Calendar section.
Streamlining Financial Data Entry for Nonprofits
Social Impact Workshop: Streamlining Financial Data Entry for NonprofitsTuesday, November 18, 2025 2:00–3:00 p.m. CST Follow Up Workshop: Tuesday, November 25, 2025 2:00–3:00 p.m. CST Learn how to simplify and accelerate the AR and AP process in NetSuite Time is a real constraint for nonprofits and it can be challenging to…

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crm

SDF Workflow Permission Issues?

Open Closed 3964455 63 views 7 comments 0 reactions Most recent by MJ NCO Jun 11, 2021 7:50PMSuiteCloud / Customization
Saved search - list field FROM

Accepted Answer Claudio Costa 21 views 7 comments 0 reactions Most recent by Claudio Costa Jun 10, 2021 10:46AMAsk A Guru
KPI per Employee (EBITDA, Revenue, Expense, etc)

Accepted Answer Closed CDuf 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 8, 2021 7:22PMSearch / Reporting
Product/Module available for Save Search including Internal ID

Accepted Answer Closed CDuf 21 views 3 comments 0 reactions Most recent by CDuf Jun 8, 2021 6:19PMAccount Administration
Item Fulfillment Email - Remove Rate & Amount

Open jmack_admin 11 views 3 comments 0 reactions Most recent by jmack_admin Jun 8, 2021 5:58PMAsk A Guru
From which record the file is uploaded

Accepted Answer Hormese Paul 11 views 3 comments 0 reactions Most recent by Hormese Paul Jun 7, 2021 7:36PMAsk A Guru
Contact records that only have an email address?

Open JoshPNW 14 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 5, 2021 12:30AMAsk A Guru
"Communication" - tickbox always ticked

Open Closed User_LW3QM 31 views 7 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 4, 2021 4:59PMGeneral
Drag and Drop Pattern Recognition

Open Closed paula.courtemanche 21 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 2, 2021 11:28PMAsk A Guru
Duplicating customer addresses with merging duplicate customer records

Open Closed David Pierce 13 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 2, 2021 6:22PMGeneral
Approved JE through JE Approval Workflow, user able to delete attachment

Open Closed paula.courtemanche 32 views 6 comments 0 reactions Most recent by [Deleted User] Jun 2, 2021 4:32PMAsk A Guru
Promotions to apply unless an item is added to the sales order

Accepted Answer Closed David Pierce 11 views 3 comments 0 reactions Most recent by David Pierce Jun 2, 2021 12:14PMAsk A Guru
Log in Pages and Saved Passwords

Open Closed PaulFleetwood 21 views 6 comments 0 reactions Most recent by PaulFleetwood Jun 2, 2021 5:44AMAsk A Guru
Setting PO Vendor / Rate on an Estimate

Open Closed 3943513 21 views 4 comments 1 reaction Most recent by Pauline Cac-Oracle Jun 1, 2021 7:45PMAccounting / ERP
NetSuite CRM+: Do I have it? How do I turn it off?

Accepted Answer NetSuite4All 64 views 13 comments 0 reactions Most recent by Emilia Ironov-Oracle May 31, 2021 4:42AMAsk A Guru
NetSuite Support Center Access Failure

Open Patrick Zhao-Oracle 12 views 3 comments 0 reactions Most recent by Patrick Zhao-Oracle May 28, 2021 1:59AMGeneral
Banning / Restricting The Use Of .Zip Files

Accepted Answer Josh Godfrey 11 views 3 comments 0 reactions Most recent by Josh Godfrey May 27, 2021 7:31PMAccount Administration
SPAM Creating New Customers

Accepted Answer Closed Martha Hakes 21 views 8 comments 0 reactions Most recent by Martha Hakes May 27, 2021 7:10PMAsk A Guru
Knowledge Base Solution

Open User_6Z1W1 12 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 8:25PMCRM
Knowledge Base

Open User_6Z1W1 12 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 6:31PMCRM
Transfer Shortcuts to New Role

Accepted Answer Closed jb123 248 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 6:18PMAsk A Guru
How to Display Permissions Subtabs in a Saved Search?

Accepted Answer Closed Robert D. 21 views 3 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 4:40PMAsk A Guru
How to disable Locations on some roles

Open Closed dle_35705 21 views 4 comments 0 reactions Most recent by Ivy Lopez-Oracle May 20, 2021 12:14AMAsk A Guru
Customer - Marketing - Subscriptions (grayed out)

Accepted Answer Amjad Kassem 12 views 3 comments 0 reactions Most recent by Amjad Kassem May 18, 2021 8:45AMAsk A Guru
Sandbox account not showing under My Roles

Open Closed Jjzwang 11 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 17, 2021 11:33PMAsk A Guru
Drag and Drop Feature

Open User_FZNHI 18 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 17, 2021 11:17PMAsk A Guru
Roles

Open Elena Stoean 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 17, 2021 6:20PMAsk A Guru
Transaction Body Field not setting to Default Values on Estimate Form

Accepted Answer Lewalsh11741 1 view 2 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 5, 2021 8:39PMAsk A Guru
Default Location for a QUOTE

Accepted Answer A_123 12 views 4 comments 0 reactions Most recent by A_123 May 3, 2021 11:47PMAsk A Guru
Creating cases from forwarded email

Accepted Answer Closed User_USNDV 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 30, 2021 6:08PMAsk A Guru

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