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How to enable custom roles to view messages/emails in a saved search
Administrator can view all messages/emails. Custom roles can only view messages/emails directly on a record if given the 'track messages' However when creating a message saved search, it does not show any messages unless they are those from the logged in user. On custom role if you enable core administration permission…
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is it possible to query all emails (messages) via an ODBC connection with SuiteAnalytics?
I have an ODBC connection with the following query, and it's working but only giving me my 51 own emails, not the thousands of emails that exist in NetSuite. When I log into NetSuite using the SuiteAnalytics role, I can also only see 51 emails. When I log into NetSuite using another role I have, I can see all thousands of…
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NSC | Inconsistent File Format of the Attachment From the Transaction Record
The file attachment format used depends on how the users email the transactions. If the user will be emailing a transaction via the Actions button: View Transaction > Actions > Email Attachments tab > Include Transaction box is marked checked Type > can manually select any of the types listed below: Inline Above –…
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Message will not print on invoice?
Added a message to our customized invoice however it does not appear on the printed invoice? It is retained in the record when reviewing invoice list.
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Messages and Activities by Rep
I've gotten some good help on this project, but I'm still not getting expected results on a saved search. Specifically, I'm seeing a lot of duplicates, like the same activity/message twice. Also the reports seem to be providing every Name so maybe there is a better base report to use... (How do I even know what Table it's…
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What is the field name that accompanies the To Be Emailed checkbox on transactions?
I need the field name (hopefully it is available in Saved Search) that holds the email address that accompanies the To Be E-Mailed checkbox. I need to clean up our database and clear the To Be Emailed, email addresses but need to get the field on a Saved Search so I can determine which are no longer valid then do a .csv…
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Messages - Format
Our user base reported formatting issue in messages when there is exchange between clients and our team. I.e. We originate an email via NetSuite Communication --> Email and then the client responds to that. A simple example of what we are experiencing is below. In the example below under MESSAGE we are expecting…
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NetSuite Standard has feature for text messaging with external parties?
Hello All, Does NetSuite have any built-in facilities for text messaging with external parties? Client using NetSuite Standard edition.
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Drag option is not available in the Message Record.
I am trying to bring in the Drag and Drop option in the email record but I am unable to use the Drag option, only the Drop is available. Also, on trying to Drop the file, NS keeps prompting me to select a Target Folder even after setting the Target Folder. I want to be able to Drag and Drop the files in the Email record. I…
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What permission(s) are required to delete a tracked email message?
Is there a special permission required in order to allow a user to delete a message from the Messages sublist of the Communication tab of an estimate or sales order? I tried assigning users and roles the Track Messages = FULL permission level, but doesn't seem to have had any effect. Naturally, as an Administrator I can…