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Create a Report with All Actions by Users With Admin Roles
Hello - I am looking to create a report (saved search or other method) that shows all actions taken by users with admin roles in the past month.
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User Not Receiving Activity Email Reminders
Hello, We have two users with different roles - one is receiving activity email reminders and the other isnt. Im wondering what is the role permission that would allow a user to receive activity email reminders? Thanks!
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Company with Email+Activity together?
I'm trying to understand a bit of how Netsuite works. This isn't a fix exactly, just some specific questions to help me understand interactions. Below you see CRITERIA, RESULTS FIELDS, AND RESULTS OUTPUT for a Saved Search. Thanks for your help. DESIRED RESULT: All emails and Activities for each customer output with sales…
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Can you create an email mail merge with Task Records?
Hi There I was wondering if it is possible to create an email template for a task record? I have tried the following though am getting an error: thanks
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Add Sales Order to Activity Reminder
Hello, Is it possible to add the sales order to an activity reminder email? Below is the reminder email that NetSuite generates. Ive tried looking for an activity email template, but cant find one. Any other possible solutions would be useful as well. Thanks!
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NSC | How to Customize the Resource Form
Scenario The user would like to create custom fields and a custom form to be used in Resources. The ability to customize the Resource Form is filed under Enhancement #190344. Solution As an alternate solution, create a custom record type that resembles the Resource record's purpose, as well as a custom record for the items…
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NSC | Activity Saved Search > Get Duplicates When Grouping the Assigned to Field
Scenario: When grouping the Assigned To field, the search will include the attendees in the event. This is the standard behavior of the field and it is hard coded when it is grouped by design. Solution: As a workaround, create an Event Saved Search and filter it using the Attendee. It will count the correct event records.…