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Support Case Duplication Issue — Customer Auto-Replies Adding Email Address to Header
The Issue: Our team has been experiencing duplicate Support Case creation when customers reply to case-related emails. The root cause appears to be customers using auto-reply or manually adding our Customer Service email address back into the email header (To/CC fields) when responding. When this happens, NetSuite…
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How to link a purchase order to a support case via REST API (or SOAP), and is it even possible?
In the UI, you can go to the case, the related records tab, then click new, and create a purchase order that is now linked to the case and appears under the related records tab. I cannot find any way to do this with the APIs, in the records catalog, I don't see any joins with purchase order. Does anyone know if this is…
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NSC | Resolve Error when using NS_CONCAT within CASE Formula
Scenario: A user is attempting to utilize the NS_CONCAT function within a CASE statement to retrieve and concatenate all Sales Orders associated per Project. The formula used is CASE WHEN {transaction.type} = 'Sales Order' THEN NS_CONCAT({transaction.number}) END and this results to an error when the search is ran. The…
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SQL Essentials: CASE vs DECODE
Overview The CASE and DECODE functions used for manipulating and transforming data within your Saved Searches. Both functions allow you to perform conditional logic and return specific values based on specified conditions. CASE Function: Definition: CASE is a conditional function that evaluates a list of conditions and…
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I submit a case by online form error
After submit the system show "Items you have requested in the record have been deleted since you retrieved the form" I Don't know why?
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Case Number to print on pdf of Quotes
Hello, how can I get the Case Number displayed on the printable pdf of our Quotes? I don't see the case number field (under add new element) on the advanced Quote PDF/HTML Template. We enter our Quotes through Cases so they are linked under related records of the Quote: I'm not sure how to add related record fields to the…
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New to NetSuite | Case Record Overview
Cases track issues your customers report and the responses your support representatives give. Cases are created when your customers report problems, ask questions, or otherwise need to communicate with you. To create a Case Record, navigate to Cases > Customer Service > Cases > New. Note: Cases are created in four ways, 1.…
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Hyperlinks in Analytics Workbooks
I created a dataset and workbook using Case as the Root Record. The purpose of the workbook is to analyze the root cause and resolution of support cases. When dropping fields into the workbook it automatically allows some fields to hyperlink to parent pages but not all fields. Example: It automatically hyperlinks to the…
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How to display Return Authorization Number when Applying Transaction is Credit Memo?
I wrote a transaction type saved search where the CRITERIA contains Type = Return Authorization (among other criteria). IN the RESULTS I created two formulas, one that should display the applying transaction if the TYPE = Credit Memo and the other should display the applying transaction if the TYPE = Item Receipt. The…
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Is it possible to add a spam filter/I'm not a robot checkbox on an online case form?
Does NetSuite have the capabilities of applying a field similar the above on an online case form? Is there a functionality similar to the reCAPTCHA setup that NetSuite uses? Currently the case form being used is standard and isn't a custom HTML form so was wondering if this would have an impact. Are there any other…