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  • NetSuite has a contracts module it has recently released. I'd start there as its likely to be more robust.
  • One of our users is also receiving this error. Any resolution? Intellisync for NetSuite --------------------------- Failed parsing XML: Assertion failure: non-midnight passed in: TIMESTAMP '2009-05-18 09:15:27 America/New_York'
  • I am having a similar situation in where I am attempting to update a published dashboard in the sales center. I am not seeing the center tab that I have created for it. I am in the sales role and I can see the name of the center tab that I created on the list. I am receiving a message that states: The role is associated…
  • In the interim, I've implemented a naming convention for all reports and searches. It includes the initials for the person it was created for and then the date it was created. For example, 'JS092911 New Business Pipeline Search'. The caveat is user adoption.
  • Hi, Do you only want this on reports that show up under Saved reports? Or including all reports? Thanks! Thanks for the response John. I think a good start is to have it on the saved reports as that is where the clutter resides. Best, Jerry
  • Thanks for checking but the issue still persists on our end. I've submitted cases via the Beta site as well as calling in to the Support line and the latest case # is 621116. Although, I'm not sure the case # will help as all I was told was call the beta hotline which isn't open. I've also contacted our account manager and…
  • Yes, and is simple to do; you can use simple html table structure and enter your static values for each cell. Create a new field (depending on your needs this can vary); as an example, a new entity field; choose the type=inline html; copy and paste your html table structure into the default value field which is under the…
  • We are having likely a related issue but no such luck in getting it resolved. I was told it was a defect but then it was downgraded cause it couldn't be duplicated. We uninstalled both outlook integration and also intellisync but still have the problem. Issue number was: 132229. Issue happens when a sales rep right clicks…
  • Hello, I am doing something a little similar. I have created a PO received folder for a partner of ours and I want them to ONLY have access to it and nothing else in the file cabinet. Is this on the file cabinet side or the partner config side? Please advise, and thank you in advance.
  • I responded to your other post but yes, NetSuite has developed a contracts management module that you can get directly from them. Your account manager should have details on it...if not I can get you contact info for someone that does.