-
How to resolve Hubspot contact sync error?
We integrated Hubspot for marketing pursposes but we are getting this sync error when trying to sync contacts from Hubspot to Netsuite: This record didn't sync because of a NetSuite error.Without a Zip/Postal code it will not be possible to use this address with 3rd Party shippers. Click Cancel to edit the address. I…
-
Change Company Field on Contact Record Still Shows Under Previous Company
We have done a CSV update to nearly 1000 contact records to change the company field. After changing the company in the contact record, those contracts are still showing under the previous company. Is there any way to remove the contact from the previous company other than manually removing it?
-
NSC | Unexpected error occurred when creating New Contact
Scenario: The user attempts to create a new contact record for a customer but encounters an error when clicking on submit. Only single user is experiencing the error. Error Message: An unexpected error has occurred. Please click here to notify support and provide your contact information. Solution: The error is related to…
-
NSC | Remove the Contact field being mandatory when Creating a Partner Record
Scenario: When creating a Partner record as an Individual, a Contact is required. However, users with this custom role do not have permission to create Contact records under Lists > Relationships > Contacts. Solution: 1. Log in as an Administrator. 2. Navigate to Lists > Relationships > Partners. 3. Click Edit beside any…
-
Merge contact and lead records or just delete leads only
Questions below related to the screenshot. 4 contacts went in the system as leads and duplicate contact/lead records were created by the system because the company wasn't entered correctly. I have corrected the company in the contact records so they all point to the right company. But the lead records are there. I thought…
-
Unable to Update Vendor contactList
Trying to PATCH a vendor with following body: { "contactList": { "items": [ { "email": "rosen@zeni.ai" } ] } } It fails with following error { "type": "https://www.rfc-editor.org/rfc/rfc9110.html#section-15.5.1", "title": "Bad Request", "status": 400, "o:errorDetails": [ { "detail": "Invalid value for the resource or…
-
Import Contact and Leads
I have a list of trade shows with email addresses, contact person, and company. I can import the company and email address to the leads, but not the contact person. Please advise! If my existing customers attended the shows, and when importing the data, does the system show an alert message? If the existing customers are…
-
How to Filter for Alt Email in Contact Saved Search?
Can I get someone to add "ALT Email" Filter in a contact saved search?
-
How to find all Contacts and Customers in one Saved Search?
Hello! Is it possible to find all contacts and customers in one saved seacrh? I don't really understand what criteria to set. I've tried creating two saved records separately, but that's not quite what I need.
-
How to set email for Contact in Report?
I have a report - Activity by User Detail. I've noticed some strange behavior lately. I have a set of e-mails from one person for example Ivan Babiichuk (babiychuk.ivan@gmail.com) but if I open every e-mail, they will all be from sales@gmail.com and to sales@gmail.com. Other users have reported that email sent from NS…