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1340986 Newbie

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  • Thanks Robbie and Nick. I'm familiar with custom records and the inline HTML options but neither was quite right for my data. Thanks for posting replies. Regards, Greg
  • Hi bsullivan, Not sure if you have figured out the solution for this but if not, there is an option to set a default value for any NetSuite fields in Step #4 - Field Mapping of the CSV file import process - including setting fields to NULL. When in the Field Mapping step of the CSV import process, select the 'Externalid'…
  • Thank you for the information. I am and administrator so I assigned myself the same role for the people that I want to create this dashboard for (just to make sure the center was the same). I've followed the steps in your email. The dashboard has been setup/published. But, no how do I get the user to see this dashboard.…
  • Thank you for the quick response. I have seen this type of formula used before but never done one myself. I've searched through the help center but can't seem to find information on how to set this up. Could you possibly provide me with some more information? When I select 'Formula (text) I am presented with the following…
  • Thanks Felix - I tried some of your suggestions but unfortunately I had to file a support case with NetSuite. They have investigated and indicated that it is a defect. Hoping we will be able to resolve soon. Regards, Greg
  • Hi, I think I might have found the solution by using the "Requestor Fields: Email" field. Thanks, Greg
  • Thank you for the response. I have now been able to add this field to the results. However, I don't seem to be able to see this field as a selection on the 'Email' tab -> 'Recipients from Results' subtab of the saved search. Regards, Greg
  • Thank you for the quick response. I will register a vote. Regards, Greg