-
Employee unable to see Communication > Files on customer record
I have an employee who is unable to even see the files section on a customer record. They have full access to the file cabinet, other emplyees are able to see it, no role differences, full access to docs and files. The forms are the same, can see the files section as the other role and admin of course. The files section is…
-
View files attached in customer center
I followed Answer ID 25413. File subtab added. File folder has no restriction. When I try viewing in customer center (last screenshot), it shows field is restricted, and even if it shows, I'm still not sure how the file can be accessed. Could you please shed some lights here? Thank you!
-
Can we create a Document type custom field that shows the Files that are attached?
I followed answer ID 105693 and was able to create a hyperlink on the header level. And I understand it only works when there is only one file. Multiple files will only show one of them. But is it possible to create a custom filed as document type? The reason is I'm trying to select that field on the workflow, so file…
-
How to move multiple files in the File Cabinet to a different Folder using SuiteScript?
I tried using the mass update. Which sort of works but it creates sub folders for every file. The problem is that if you put a security group on the parent folder when a sub folder is created it doesn't inherit the security settings of the parent folder. I think this is a bug. Can this be done with a script?
-
Is there a way to attach a file to multiple transactions at a time?
Hello! I recently learned how to implement the Drag and Drop feature onto our company's NetSuite account; however, I was wondering if there was a way to upload one file to multiple transactions at once. For example, if I have 3 cash sales, but want to upload one PDF file to all 3 at the same time. Is this possible? Thank…
-
Attach a file, used to be able to just drag and the file will be attached, no longer can do that
I used to be able to just drag the file to the Choose File place, and the file will appear as in the 2nd screenshot. I noticed recently that I was no longer able to do that, and instead have to manually click on Choose File then select the file. Tried different browser, even tried a different company Netsuite instance, and…
-
downloading files attached to sent messages
Hi, We have a client who wants to export email messages (which can be done via a Message saved search) AND any file that was attached to the outgoing email. Is that possible? Thanks. Rick Cobb