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FSM Not Syncing from Tech's Phone to NetSuite Everytime
Over the past two years that we have had FSM, we will occasionally run into an issue where the user adds notes and pictures to their mobile app, but it won't save properly. We have tried leaving the phone open for a little bit after hitting save, but still having the occasional issue. I was hoping somebody with more…
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Advanced Partner Center (APC) - Tasks and Custom Records
Hi all, I can't seem to see Tasks assigned to Employees in a Case when using the APC role. When I go to the specific URL, I can access the Task record no problem (using the APC role), but when I'm in the Case record, I cannot see any Tasks except those that the APC role created. How can I show all Tasks linked to the Case…
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Smart Count tasks not getting created
Hi Team We have recently provisioned smart count for our customers. But having issues with smart count tasks not getting created for the inventory items. We can't get the system to create the tasks lists. Please help how to resolve this issue
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I have something making tasks - but what?
I have something on my system that is looking at customer orders and if they are not fulfilled quickly it sets a task for a salesman to investigate. The issue is the salesman has left the company and I cannot work out what is creating the task. if I look at system information on the task it says "Set by: -system-" and…
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Creating a task automatically after an opportunity is made.
Using Workflows I want to create a task that is assigned to an employee and linked to the opportunity that was just created. I saw other questions with the same issue with it not linking to the opportunity but the answer did not fix my issue unfortunately. I get an invalid transaction reference key error. I even tried…
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NSC | Send E-mail When a New Task is Created
User wants an email alert when a new task was created for their Customer. Below are the concept steps to create an email alert: Navigate to Lists > Search > Saved Searches > New > Task Search Title: Enter Title Example: Send Email When New Task Is Created Click Criteria Click Standard Filter: Select Date Created Date…
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What Saved Search to show Customers without an open task?
I'm trying to create a search to show all customers who do not have any open tasks on the account. The search I'm currently using is correctly returning accounts without a task, but also returning accounts that have open & closed tasks.
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How to create a search for customers without an open task?
I'm looking to create a search to return all customers who do not currently have an open task. I can't seem to figure this out.
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How to integrate Google calendar with NetSuite Calendar?
Hello How to integrate Google calendar and MAC calcender with Netsuite Calendar
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NSC | Add the Date Completed Field When Logging Tasks for Leads
When working with Tasks and Lead records, it is necessary to view the Due Date and the Date Completed fields under Communication > Activities tab. In the Default view, the given Date field is the Task's Due Date. Solution: To display the Date Completed in the Custom View, create an Activity Saved Search and add the Date…