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Messages and Activities by Rep
I've gotten some good help on this project, but I'm still not getting expected results on a saved search. Specifically, I'm seeing a lot of duplicates, like the same activity/message twice. Also the reports seem to be providing every Name so maybe there is a better base report to use... (How do I even know what Table it's…
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Registering activities in the Android App is slow
Our sales reps use the Android App to register activities. When typying an activity, there is a notorious delay. This is quite an issue for our sales reps and sometimes they copy their activities to a notepad and afterward copy paste it to the Netsuite Android App. This is not optimal. We have tested in Iphone App and…
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How to set the Date Completed on Events?
There is a 'Date Completed' field listed for the Phone Call Record Type {completeddate}. If you create an Activity Saved Search then this field displays for Phone Calls, Events and Tasks. For Events it displays the Date that the Event was marked Completed (as shown in System Notes). However, we would like to update the…
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How to create a calendar event via suitescript 2.0?
I am trying to create a calendar event via suitescript 2.0 but the code just does not work. Can someone assist please? /** * @NApiVersion 2.0 * @NScriptType ClientScript */ define(['N/record','N/ui/dialog','N/format'], function (record,dialog,format) { function pageInit(context){} function validateLine(context) { //Set…
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How to configure Offboarding Tasks portlet?
Hello! I had a question regarding onboarding/offboarding portlets. For onboarding, there is an onboarding portlet that we can add to the home dashboard and people can see what their onboarding tasks are. Is there one for offboarding tasks? More often than not, these tasks have to be completed after a person leaves the…
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How to create a Saved search that shows all leads with no recent activity logged?
Hello, Recently we assigned some of our estimators lead accounts to have them reach out and establish communication with them. We are making it a "contest" so the first estimator that completes their assigned list wins a prize. However, I am trying to create a search that shows all assigned accounts that haven't had a…
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How to Display Emails Sent To/From Task record?
Emails can be sent from a Task to an Employee via Workflow, and if Employee replies to these, the reply address is a 'NetStuite' email address (containing the GUID to link it back into NetSuite correctly). I can see the emails sent and received on the Employee record in the Communications tab, but I can't find anyway to…
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Is there a Shared vacation calendar?
Does anyone know of a way to have one calendar which holds all employees time off information that all employees can see?
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Can we create a global calendar and have it used by all the employees?
Can we create a global calendar and have it used by all the employees? This global calendar will have all the events set up so the sales rep can view and add to this calendar. I need to create a calendar called customer meetings and have it published to all the sales reps so that they use and refer to this calendar instead…
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How can I create a Phone Call Work Flow for Invoices?
I'm trying to create a work flow that will generate a phone call if the invoice is x amount of days overdue. I have successfully done this, but i want the invoice number the phone call relates to put in either in the message or as the transaction, but nothing I've selected seems to work.