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"Opportunities" and "Grant Opportunities"
Hello, We are on the Social Impact edition of NetSuite and have a need for a for-profit subsidiary to use the "Opportunity" functionality as part of our CRM. The Social Impact edition refers to opportunities as "Grant Opportunities". Grant Opportunities look a little different from the normal Opportunities section from a…
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New to NetSuite | Transaction Permission > Opportunity Permission
As part of our ongoing New to NetSuite series, we have previously explored the New to NetSuite | Permissions and delved into the New to NetSuite | Permissions > Transaction Subtab. In this article, we will focus on one specific and powerful permission within this category: Opportunity Opportunities are sales records used…
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Track opportunities at parent customer level
Hi everyone, I am trying to use sub-customers in NetSuite. I have an existing customer and want to create a sub-lead of type = Individual. I then create an opportunity against the lead, and the opp record displays the company name as Customer + Lead (e.g., Puma: Max Schilling, where Puma is the parent company and Max…
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How to Remove Partner ID from the Partner Field and Company ID from the Company Field in NetSuite
Hi everyone, I’ve been working on cleaning up some records in NetSuite and need to remove the Partner ID from the Partner field and the Company ID from the Company field. If you’re facing the same issue.
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Opportunity detail page not work
It's strange that my Org page for Opportunity details suddenly doesn't open these days🤔
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Parent - Child records in Opportunities
Dear Community Firstly please excuse the very basic way I am explaining this issue, I am not so familiar with NS or its functionalities. Essentially we are trying to simply create sub opportunities under one main opportunity. For example a project/program which a customer has which has given rise to multiple opportunities…
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BUG: Opportunity edit and save not taking effect when clicked.
Currently, a user is using the Chrome browser on a MacBook Air (M2) laptop. When editing a rich text type field in an opportunity record and clicking save, a prompt appears stating "Changes you made may not be saved." After clicking "Leave" or "Cancel," the opportunity record remains unchanged. I suspect this is due to a…
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Opportunity List View
I am trying to set up a custom view for the opportunity list. I have the project management module installed, so my opportunity record has a job/project field that links the opportunity to a project. The project field is not showing up as a list view option.
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Custom Transaction in Employee Center
Hi, I want to make a custom transaction in employee center and transfer the data to a transaction (i.e. Opportunity and Estimate) in classic center. Is there a way to make this happen? Because the employee center doesn't have the transaction permission.
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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…