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Non-profit Organization - How to create event?
For non profit organizations, how do we create events? Is it also through Transactions > Sales > Enter Pledge Order? And then what are the items in the lines of a pledge? What are the comparison of grants and pledge?
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How can a user or role view the events record?
I have 2 scenarios that I would like to get clarification from: SCENARIO A Role: Administrator Problem: When I go to Activities -> Scheduling -> Events, no event records are shown. But if I get results from an Events saved search, I can see the list of results and view each record. SCENARIO B Role: Custom sales center role…
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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 can I CSV import Event > Recurrence details?
Hi Team! I have this case I am working on where in I am planning to mass update these fields via csv import. This record can be accessed from this path: Activities> Scheduling>visit link>New However, these fields or tab are not showing on NetSuite fields How can I make the above-mentioned fields be displayed/shown in this…
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Custom field to count event attendees
Good day! I have created an event search to total the number of attendees but I cannot seem to access it as a source for a custom CRM field. The search is a simple summary search of attendees, filtered with the event title, but in my field it doesn't appear as an option. Are there limitations on what kind of searches can…
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Setting Event Access when "Creating Record" from Workflow
Can I create a new Event record with "Public" Event Access using an ARS Workflow on the Task record? Details: We have a highly customized Task environment where our Sales team tracks activities currently. We would like to be able to leverage this to show future events as well and share them with calendars on other devices.…
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What role should I give to employees for viewing their specific department?
I have 10 departments for my company within Netsuite, I would like to start giving access to my employees to allow them to VIEW the activity in their specific department. Can someone help me identify which role would allow this? Once again, I would like the role to be able to view all the activity for the employees…
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Event Reoccurrences
Does anyone know if the system creates a new event (or any record) when a calendared event is tagged as reoccurring? I am trying to pull a search/report/analytics and cannot seem to display any events other than the first. Thanks in advance
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Revenue Plan for Credit Memos is Posting Positive Amounts
Hello, Our credit memos are starting to post positive amounts from revenue plans, rather than negative. Since it's a credit memo created from an invoice, it should be negative. This is how it was working, until we implemented Revenue Events into our process. We create revenue events for each line item on the credit memo,…