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We have filed issue 107579 for this and are looking into it currently. Thanks, Priya Subramani NetSuite Product Management
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Lindy, Please try the following to make the Bulk merge tab visible. Open up a customer record. Click the Customize button. On the 'Lists' tab, 'General' subtab, you'll see towards the end of the list 'Bulk Merge'. Check the checkbox in the Show column for this entry. Please let me know if you still have trouble seeing the…
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Lindy, I'll send you an email with a screenshot to help you find the 'Customize' button. Thanks, Priya Subramani NetSuite Product Management
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Lindy, I just sent you an email with the steps and screenshots to walk you through the process. Please let me know if you have any trouble with this. Thanks, Priya
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Edit & click Customize the form. Under Lists, pick the General tab and you should be able to move the sub-tabs around to the order you want to see them in. Thanks, Priya Subramani NetSuite Product Management
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Jodie, We have an enhancement request filed for this already - Issue 12356 - what you're requesting is a slightly different use case for the Vendor Dupe Detection functionality. If you could file a case and ask NetSuite Support to link to this particular issue, then when we're looking for input/feedback, we'll have your…
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I will check and get back on this Thanks, Priya Subramani NetSuite Product Management
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Steve, The case history is available in the form of messages so you'll see the entire message history - message sent by whom to whom. You can also add messages to the Case but not send them to anyone - that will be just like adding notes to the case. The actions are tracked in System Notes (who changed what etc). In our…
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Ray, We're working on this (Issue# 106951) - some case notifications are not going out. Same issue was reported earlier & we did fix it but the fix was just rolled back as we needed to change it a little. We're sorry for the inconvenience - we should be resolving this as quickly as possible. Sincerely, Priya Subramani…
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Lucy, We're working on providing an option to specify the default Forecast Type (Issue# 83401). Currently, there isn't a setup option for this. Thanks, Priya Subramani NetSuite Product Management
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If you want to configure it such that your customers never get the Case Creation Email notification, go to Setup->Support->Set up Support On the Notification tab, there is a checkbox that says 'Notify Customers upon Case Creation' - uncheck that box - this will turn off the case creation notifications. On this tab, you can…
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Very good enhancement request. We were looking to allow control of notifications depending on how the case was created - manually, via email or online so customers would be able to turn off the notifications for phone cases but still allow notifications to happen when the case was created online etc - without customer…
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We have enhancement request Issue# 33904 filed for this and are looking at implementing a permission to allow users to be able to do this. Thanks, Priya Subramani NetSuite Product Management
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In version 11.0, there is a feature for HelpDesk. This should let you create & view your internal cases from the Employee Center. Please let me know if you have any questions. Thanks, Priya Subramani NetSuite Product Management
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We need to take a look at it first so we'll have a better idea how we can reset the numbers back for you. Can you file a case and send me the case number? I'll follow up on getting the issue resolved once we have your account information. You can send the case number to me at…
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We are currently validating a new version of the client with quite a few fixes. I will try and list some of the fixes here but I will also post separately with all the issues fixed and also the known issues that we're still working on so it's available to all. Basically, the issue you mention Gary and also one of the…
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Gary, We have fixed this problem (we neded to make some changes to the Outlook integration client to keep up with changes in our Web Services functionality). The fixes are in the client version 1.1.0.26 (along with quite a few other fixes) which is currently being tested and will be made available in our July release.…
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We're aware of the limitation and are trying to add this functionality in when possible at the earliest - it is an invasive change however and we have to plan for it. You could try to use daily, recurring events for the duration as a workaround maybe? Thanks, Priya Subramani NetSuite Product Management
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Thanks Ray. We'll expand this to include private data as well I guess if that's what customers would like to be able to do. Thanks for the feedback. Thanks, Priya Subramani NetSuite Product Management
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Nancy, Are you referring to the Event Scheduler on the Activities tab? If so, we did have some portlet sizing issues but it should still be available to you. Can you please clarify what you are referring to here? Thanks, Priya Subramani NetSuite Product Management
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We are looking to allow Admins the ability to delete activities that are not private. We have related issues 67461 and 84625 filed for this. Thanks, Priya Subramani NetSuite product Management
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Let's try this Open and Edit the Customer record - make sure the form is the customized form that you usually use (in the Custom Form dropdown on Customer record) - if you use the Standard Form, let me know. Click the Customize button on the Customer record Click the Lists tab Find 'Bulk merge' in the list below and check…
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Lindy, I was just following up on case 439451 and posted a reply to your question on the User Group. Basically, there is a Bulk merge tab on the Customer record that lists all the bulk merges sent to that customer. if you don't see the tab, you can customize the form to show the Bulk merge tab and you will be able to view…
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Under Set Preferences, there is a preference called 'Quick Search Uses Keywords' - this controls whether the search should be 'Contains' or Starts With' based. Thanks, Priya Subramani NetSuite Product Management
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Trevor, Sorry - I should have been a little clearer in my explanation. Basically, if the 'Quick Search uses Keywords' preference is unchecked, you should be able to get the exact same behavior as existed pre-11.0 - you'll see the radio-buttons for Starts With/Contains etc. If you have the preference checked, what it does…
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The following is now available: There are now preferences whether or not you want to see Phone calls or Tasks in the calendar. These can be set up as follows: Activities tab-> Calendar Preferences link On the Preferences tab, you will see 2 preferences whether or not you want to see non-blocking Phone calls and Tasks in…
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There are now preferences whether or not you want to see Phone calls or Tasks in the calendar. These can be set up as follows: Activities tab-> Calendar Preferences link On the Preferences tab, you will see 2 preferences whether or not you want to see non-blocking Phone calls and Tasks in your Calendar With this:…
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Ron, Can you summarize the 11.0 bugs you are running into for me? I will follow up and update you if it has been logged already, ETA for fix etc. Thanks, Priya Subramani NetSuite Product Management
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NetSuite does have an integration with LivePerson. Please refer to the following link for more details. http://www.netsuite.com/portal/partners/netflex/directory/liveperson.shtml Thanks, Priya Subramani NetSuite Product Management
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We don't currently support transaction column fields in Transaction Mail Merge - only the transaction body fields are supported. I have filed Issue# 110703 so that the column fields are not listed in the dropdown. We have an open enhancement request to add support for the column fields in merge and we will add this in…