3942256 Newbie

If a sales rep enters a new lead, then the default for the sales rep field on the lead will be that sales rep. If, however, the sales rep changes the sales rep field to blank before saving, then the sales rules will apply and assign the lead to the appropriate sales rep in the appropriate sales territory. The default…

Within a single campaign event, we'll send a message to each email address in the group no more than once, even if multiple contacts or customers have the same email address. If a campaign has multiple events, you'll be able to send more than one message to a single email address, up to one per campaign event. Does that…

It looks like the title is not available in enterprise reporting. That's Defect 96776. I'll try to have it fixed in 2008.2.0, if possible. Thanks. - Jeff

Hi, Brett. Could you give us a little more information about what the dashboard report you're referring to is? Is it a built-in report snapshot like the Sales by Sales Rep (added from Home > Customize This Page > Report Snapshots)? Or maybe a custom report snapshot? Possibly a KPI scorecard? My guess is that the dashboard…

Try changing the "last" to "first", and you'll get the first message instead of the last. I usually just use the Oracle docs: http://www.oracle.com/pls/db102/homepage . I'm sorry I don't know a good sql intro resource.

Good point, Evan. If you set the "Most Recent Message" criterion to Yes, then you can just include the plain old Messages...Message results field and all will be happy. If you want to do it with the complicated formula we were discussing before and still use the message body instead of the message subject, you have to add…

Hi, Jenny. Always a pleasure. Did you try this? min({messages.subject}) keep (dense_rank last order by {messages.messagedate}) - Jeff

Right. That's what campaign domains do. From the field help: [INDENT]Campaign domains replace any reference to netsuite.com in the email message you send with templates. This is required if you send more than 10,000 email each month through campaigns or email merge operations. [/INDENT] The emails you send out will not…

It may have something to do with the specific report that you're customizing. Which report are you starting with? The Opportunities to Close Summary and Detail reports use a filter on expected close date. Do they work for you? Thanks. - Jeff

Currently, report snapshot graphs flatten the data in the report, meaning that you only see the top level of the hierarchy. In list mode, they display the hierarchy correctly. That's the underlying reason that the Sales by Sales Rep Summary report, and custom reports based on it, aren't allowed to display as graphs in…

Hi, Karl. I'm not sure exactly what the Account No (/Ref) field is that you're talking about. The account number field should be available under Account > Number. But it sounds like you're talking about a field on a customer record? If so, it should be under Open Invoices > Entity. No, there's currently no way to add…

Currently, you can only create new reports based on report components that we have pre-defined. You could think about a report component as (loosely) being a list of things, and a report as a way to display, group, and show particular pieces of information (the columns) about the things in the list. If you go to Reports >…

There are several ways to get counts of transactions. For example, if you customize the Sales by Customer Summary report, under Sales you should be able to find a "Number of Transactions" field. Adding that to the report should show you the number of sales transactions each customer in the report had during the date range.…

Can you add a filter to the report on Sales > Status? It should be the same as a criterion on Status in transaction search. - Jeff

Joanne - The Convert button is intended for a sales process like that described by savethepennies, where leads come in as individuals, then go through some qualification process before being converted to a prospect record that's a company. It's true that when you enter an estimate for a company lead, the lead becomes a…

That was probably issue 177680, the fix for which was released on 4/1/2010. It only affected the preview email. Actual campaign messages that were sent to customers were not affected. Thanks. - Jeff

Possibly. Could you contact customer support and file a case please? That will let me investigate the problem. Thanks. - Jeff

Isn' there a diffrentiation to make between Customer probability and transaction probability? Absolutely. Each opportunity and estimate has its own probability that may differ from the probability of the lead/prospect/customer.

No, you're right, Maggi. Those contacts should not be visible to other sales reps. I've filed issue 139890 to track the defect, so if you file a case, please ask for it to be attached to that issue. Thanks for the great feedback, Maggi. - Jeff

Hi, Matt. I'm not really sure what you need, but it sounds like you should start with the Sales by Sales Rep Summary report and set the Column dropdown in the footer to "Location". That puts the sales rep hierarchy down the left side of the report and puts the numbers for each location in a separate column across the top.…

Hi. Could you give us a little more detail about what's going on? With team selling on, customers and transactions should be visible to all the employees on their sales team tab. Turning team selling on shouldn't make contacts visible to everyone, though. Thanks. - Jeff

Hi, Maggi. I'd like to know the restriction settings for the roles of the reps in question, and an example of what one of them can see that you don't expect them to be able to see. Something like "employee A has a customer C with a contact C1, and employee B can see C1 even though ...". I'm a little puzzled by your…

The Advanced Forecasting feature is at Setup > Company > Enable Features on the CRM tab, in the Sales grouping. You can rename the forecast types at Setup > Sales > Sales Preferences on the Forecasts tab (the defaults are Worst Case, Most Likely, and Upside). - Jeff p.s. By NSB, I think Ray meant NetSuite Basic.

How about this? 1. Reports > New Report > Estimates 2. Metric=Transaction Total, Format of the report=Summary, Subtotal the report=Sales Rep, Name (Grouped) 3. More Customization 4. Add Fields > Estimates > Source Opportunity > Transaction Number (or other fields you like from the opportunity). 5. Move your new Transaction…

Expandasign - The Sales by Customer Summary report should already be doing what you want. The attachment is what Reports > Sales > Sales by Customer shows in my test account. The $60K for Amarillo Apartments is made up of 3 separate invoices. Is that different from what you're looking for? Are you using a customized…

Hi, Gerry. Have you tried the Sale by Historical Team reports? That's the use case that they're designed for. Thanks. - Jeff

What would you like to see in a built-in report for opportunity advancement? Thanks. - Jeff

Right, {messages.message} is a clob column, and you can't use aggregate functions on clobs. You have to wrap the clob column with "to_char(substr({messages.message},1,4000))", so the whole expression would be: max(to_char(substr({messages.message},1,4000))) keep(dense_rank last order by {messages:messagedate}) Does that…

Genius? Not me. I just have a little specialized knowledge. Evan's the genius. Glad it's working for you now.

Hi, Steve. It sounds like you want a New Report > Opportunity, "Select the format of the report"=Matrix, and "Select how you want to summarize the data"="Entity Status". That should make it look like the attached screen shot. Let me know if you have any problems. Thanks. - Jeff