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Can I turn a customized standard report into a saved search to use it in Reminder portlet?
Hi Gurus! I believe the Reminders portlet works with saved searches only; however, it's sometimes easier to use a standard report and customize it, especially if it is a complex report. Question: is there some way to turn a report into a saved search formally in NS so that I can look it up in Reminders and use it? Thanks!…
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NSC | How to create a Project Task Saved Search Reminder?
Scenario: A Project Resource wishes to set up a reminder in the Reminder Portlet for Project Tasks they are assigned to. They want to filter Project Tasks with "In Progress" and "Not Started" statuses on this reminder. Solution: Creating the Saved Search: 1.) Navigate to Lists > Search > Saved Searches > New 2.) Select…
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How to create a saved search reminder for items that need to have a replenishment task generated?
Hi, Is it possible to create a saved search reminder to display the items that need to have replenishments generated and released? I would like to setup a reminder for my dashboard so I know when I have to generate and release replenishment tasks rather than randomly click into the module to check. Screenshot of the…
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User Not Receiving Activity Email Reminders
Hello, We have two users with different roles - one is receiving activity email reminders and the other isnt. Im wondering what is the role permission that would allow a user to receive activity email reminders? Thanks!
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Publish dashboard / reminders / shortcuts for ALL (Employee Center) users?
Hi, We've been struggling a bit to adapt the home page/dashboard for our Employee Center role users. The main result we would like to achieve here is to publish 2 saved searches "by default" on the user accounts. Today they all have to set these upp manually themselves when they onboard (through Personalize -> Custom…
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Add Sales Order to Activity Reminder
Hello, Is it possible to add the sales order to an activity reminder email? Below is the reminder email that NetSuite generates. Ive tried looking for an activity email template, but cant find one. Any other possible solutions would be useful as well. Thanks!
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Dashboard Reminders for Undelivered Emails
Hi, I am trying to create a reminder for my dashboard to show undelivered emails, bounced emails and sent email list. How can I do this for custom roles as they currently do not have permission.
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How to Auto Refresh Dashboard Reminders?
Hi, I find it annoying to have to constantly refresh the reminders. Is it possible to have reminders refresh upon entering the dashboard or refresh periodically?
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How to resolve missing Reminders?
Hi All Our client reported reminders are missing. It appears in the setup portion but in the reminder itself, there are no options. He has refreshed and logout / login. Doesn’t seem to work. Kedalene
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Reminders not working for Activities
We have several employees complaining that their browser reminders on phone calls and events are not working. We have verified that NetSuite is an allowed pop-up and that they are the assigned to person also the user we tested with was using Chrome. Are there any other troubleshooting tips for this issue?