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Hi Andy -- We've had this same problem with serial numbers (that start with "0" ) -- the way we fixed it is to use the "*" (above the number 8) before the data -- this would save all of the data and would not display the * after the input... Gary
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We've discovered the solution to this problem -- when NetSuite converted to version 11, the "default" value set in your Sales Force Automation was for new leads and prospects to open with the standard pop-up form -- this form does NOT include the details (address, financial, etc...) -- You can fix this by going to Setup…
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HI Brenda -- thanks again for your responses....the tabs are expanded, and the user permissions are set correctly. One point of interest -- there is no "Custom Form" drop down box on the lead and prospect entry form... so it is impossible to use a different form even if we wanted to. Any other suggestions? Gary
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Hi Brenda and thank you for the response -- unfortunately, this happens on other roles as well.... I have also verified the settings on the subtabs in the form setup. Any other suggestions? Gary
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Hi Priya -- the custom form does not appear in both the list view and the edit view of Leads and Prospects -- we've tried to make the standard lead/prospect form the "preferred" so that the popup form will not appear.. In any case, I've sent you two separate emails with a screen shot of the forms -- hoping you can help us…