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Inside the Suite | Dallas
Explore NetSuite: Hands-on demo experience Omni Dallas Hotel, 555 S Lamar St, Dallas, TX 75202 What to expect: Are you considering upgrading your accounting or ERP software? Looking for a solution that brings the power of AI to your business? Inside the Suite is designed for business leaders evaluating ERP solutions,…
Best Practices for Getting Your Data AI Ready
Data quality guidelines that improve AI-driven results Tuesday, January 20, 2026, 11:00 a.m. – 12:00 p.m. PST As organizations begin using AI, data quality becomes a factor in how accurate and reliable AI outcomes will be. Inconsistent, incomplete, or outdated records can quickly introduce errors into summaries,…
Using NetSuite Bank Reconciliation for Nonprofits
Social Impact Workshop: Using NetSuite Bank Reconciliation for NonprofitsTuesday, January 13, 2026 2:00 p.m.–3:00 p.m. CST Follow Up Workshop: Tuesday, January 20, 2026 2:00 p.m.–3:00 p.m. CST Understand how to connect NetSuite financials and bank balances Nonprofits can join us to learn about recent changes to the Bank…
Inside the Suite | Orange County
Explore NetSuite: Hands-on demo experience Hyatt Regency Irvine, 17900 Jamboree Rd, Irvine, CA 92614 What to expect: If you’re evaluating ERP solutions to support your business as it grows, Inside the Suite provides direct, hands-on access to NetSuite in a focused, expert-led setting. Bring your laptop to participate fully…
MeetUp | Charlotte
AI in Action Customer Meet Up Wednesday, January 21, 2026, 12 - 1:30 p.m. ET The Crunkleton, 1957 E 7th St, Charlotte, NC 28204 Join us for a lunch and networking event designed for businesses using NetSuite. Connect with fellow users, enjoy a complimentary lunch, and explore how NetSuite is using AI to empower finance and…

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Be able to associate multiple customers on a Project/Job, and be able to bill all of them

Open richard Chua 41 views 3 comments 0 reactions Most recent by Angela Bayliss Nov 24, 2025 5:43PMGeneral
Custom Transaction Body Field that Filters on Customer Contacts

Accepted Answer Closed paula.courtemanche 11 views 2 comments 0 reactions Most recent by paula.courtemanche Jun 26, 2025 5:18PMAsk A Guru
Lead, Prospects, Customers for membership based Companies

Accepted Answer pbr528 31 views 9 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 1, 2025 12:13AMAsk A Guru
How to identify customers also created as vendors?

Open sam_moran 44 views 4 comments 0 reactions Most recent by Shiela Marie Villaluz-Oracle Feb 18, 2025 1:21PMAsk A Guru
Create a saved search to show the 'override' checkbox on the address on the customer record

Open Closed User_APABE 61 views 2 comments 0 reactions Most recent by Jeremy Guimaras-Oracle Jul 16, 2024 8:47PMAsk A Guru
Create saved search to show customers with multiple open invoice

Open User_APABE 101 views 7 comments 0 reactions Most recent by Jeremy Guimaras-Oracle Jun 17, 2024 5:17PMAsk A Guru
How to remove the Remove Link on Customer and Contact sublists?

Accepted Answer pbr528 121 views 3 comments 0 reactions Most recent by pbr528 Jun 11, 2024 12:13PMAsk A Guru
Are there any suggested solutions to manage projects with multiple funders?

Open PaulWA 101 views 11 comments 0 reactions Most recent by PaulWA Jun 4, 2024 12:00PMAsk A Guru
NSC | Resolve Unexpected Error When Navigating to Customers List

Jeremy Guimaras-Oracle 22 views 0 comments 0 reactions Started by Jeremy Guimaras-Oracle May 17, 2024 4:19AM Accounting / ERP
Merge Error = merging customers ... An unexpected error has occurred

Accepted Answer Closed Bernie Watson 251 views 6 comments 0 reactions Most recent by Bernie Watson Feb 27, 2024 5:12PMAsk A Guru
Customer Filter on Estimates and Sales Orders?

Accepted Answer Closed kees.netsuiteadmin 21 views 2 comments 0 reactions Most recent by Tigran Shahnazaryan Aug 18, 2023 4:03PMAsk A Guru
How to exclude items/customers from Promotion rather than include?

Accepted Answer Tim_1701 21 views 4 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jun 5, 2023 4:35PMAsk A Guru
What Saved Search to show Customers without an open task?

Accepted Answer User_5OUXV 102 views 9 comments 0 reactions Most recent by User_5OUXV May 8, 2023 7:07PMAsk A Guru
How to enforce Unapproved customer to not create invoices

Open Mathias_Netsuite 21 views 3 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Apr 28, 2023 10:52PMAsk A Guru
How can I make a search that displays customers without open opportunities?

Accepted Answer Closed Janakan 21 views 3 comments 1 reaction Most recent by Michelle Jabanes-Oracle Apr 1, 2023 1:24AMAsk A Guru
How to create a new report/saved search to display only the open transactions related to project?

Accepted Answer Raghu007 31 views 2 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 30, 2023 5:52PMAsk A Guru
Display Projects on Customer Record

Accepted Answer Closed mvoith 11 views 4 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Sep 14, 2022 1:32PMAsk A Guru
Restrict payroll Journal entry for Account role users

Open kfluk 21 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jul 26, 2022 4:27PMAccounting / ERP
NSC | Identify How Many Leads and Prospect Are Converted to Customer

Michelle Jabanes-Oracle 21 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 27, 2022 1:47AM CRM
Transaction Saved Search - Need to add multiple Customers to criteria

Accepted Answer Tiffany Haslerud 11 views 3 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Apr 22, 2022 1:00PMAsk A Guru
NSC | Updating a customer record based on changes to its Contacts sublist under Relationships subtab

[Deleted User] 1 view 0 comments 0 reactions Started by [Deleted User] Feb 9, 2022 12:09AM SuiteCloud / Customization
NSC | Saved Search > Customers with Multiple Addresses

Closed Shamaine Chan-Oracle 472 views 0 comments 3 reactions Started by Shamaine Chan-Oracle Nov 22, 2021 3:12AM Accounting / ERP
Can Contacts and Companies be attached from the mobile app?

Accepted Answer Closed NetSuite4All 11 views 2 comments 0 reactions Most recent by Jeff Pineda-Oracle Aug 31, 2021 7:08PMCRM
Customer Statements don't show the customer name on them

Open Closed User_LW3QM 52 views 10 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jun 4, 2021 9:29PMAsk A Guru
SuiteCommerce Standard - Available Analytics/Reports on Customer Behavior

Open Closed JMack Admin 21 views 4 comments 0 reactions Most recent by Jeff Pineda-Oracle Apr 20, 2021 2:17PMAsk A Guru
New Terms

Accepted Answer Martha Hakes 21 views 5 comments 0 reactions Most recent by Shamaine Chan-Oracle Mar 23, 2021 4:43PMAsk A Guru

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