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Custom field in Email record / CRM Message
Hi, Is it possible to add a custom field in the Message (email) record? I tried to add via the CRM Fields but the Messages is not listed there. We are importing emails from a different system and would like to add in the link (that would be the Custom Field that I want to create for the Messages Record) for the attachments…
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How to Create Support Case for the Customer's non-primary Subsidiary?
Hi, We have customers who are shared with other subsidiaries. However, we would like to create support cases for each subsidiary, because we want to report based on different subsidiaries and not all support reps have access to all subsidiaries. Currently, Subsidiary field in standard or custom case forms is inline by…
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Searching for a Solution within a Case Entry Form only searches the first word in the title. Ideas?
When a Support Rep is creating a Case record, Netsuite presents a dropdown labeled "INSERT SOLUTION". This pops up a search field that allows you to search for a solution. Problem is that it is only searching the first words of the titles or abstract--nothing else. I hope we can agree that such a search is almost useless.…
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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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Custom CRM field with default value from an Item record
I have a new custom CRM field and I would like to fill it by default with a value from the Item record. Is this possible? and if so, how? Example: I have a Campaign and want to be able to set a specific value for a "Conference" price for custom field X. So I create a custom field on that campaign and give it a name. Every…
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NSC | Copy the Value of the Contact Field
In a Case Record, a standard Contact field is available. However, there are instances where it needs to be replicated for approval purposes. The steps below will help us know how to create a Custom CRM Field that will replicate the standard Contact field on a Case Record. 1. Navigate to Customization > Lists, Records, &…
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Show Vendor Bill also under the sublist Transactions on Case
Hi, We would like to show the Vendor Bill also under the sublist Transactions on Case. On a Case there is a tabs for Related Records which is showing all the transactions linked to that record. In our example we see that the PO, SO and Invoice are linked but not the Vendor Bill although that is also a transaction. I have…