3942537 Green Ribbon

As for importing leads and customers, we have done a lot of this. The problem I have is the lifecycle of a lead in NS. Leads are a state/status of a customer record in NS. This does not work for me. Leads should move to opportunities - not customers. The customer record should be created to support the opportunity. This…

Bump... Does no one here use individuals? Appreciate any help! Rick

That is not an option we can live with. Still doesn't address the issue of if you linked cust/vend by mistake. Erik, Take a look at the thread I started a while back: https://usergroup.netsuite.com/users/showthread.php?t=1688 I was having the same problem, and continue to do so when I have subcustomers defined at a…

If you have a record that is both a partner and a customer, e.g. (you can find out the other types by looking at the "other relationships" field on the info tab of the customer or partner), then you can remove the "partner" role simply by clicking delete on the partner page. Hope this helps. Thanks, -e Evan, What you…

Does no one here use both the customer and partner types on a company record? I'm now finding a lot of useful functionality has gone by the wayside. You no longer can locate "All Companies" and then delete a company type like you could in 10.x. The removal of this functionality has effectively crippled my ability to…

We believe the behavior has not changed - if you could delete the partner aspect of a multi-typed entity record before in v10, you can delete it now. Activities shouldn't matter, as those are tied to the overarching entity record. There may be cases where the partner aspect of the record cannot be deleted, but those cases…

Ofer, Unfortunately, it doesn't. Quite frankly, I don't understand how related item categories work. I have a number of them already defined. In the help text, it says to go to the Store tab in the Item to associate a related item category to that item. The Store tab in 2008.1 has no way to associate them. In the Related…

Actually Wiz (and others), until Netsuite has a true drip marketing module that actually works and has proven deliverability, they need to consider opening up the system to 3rd party autoresponder e-mail tools. Whether you choose the AWeber/GetResponse route (about $20 a month) or the more intense Vtrenz-like tools…

Jamie - did you ever get an answer on this? We are curious about the same thing.....:confused: Staci/Jamie, Sorry for dropping the ball. Our locator is separate from NS - a product called Ultimate Locator. Rick

Sorry Mat... Copied things in haste. Try this one: http://shopping.netsuite.com/s.nl?c=407774

Folks, I'm pleased to announce that on Wednesday June 11, we're going to roll out our new NetSuite website/ecommerce store. We still have some loose ends to tie up, but we're pretty pumped about it. Take a peek here - http://shopping.netsuite.com/s.nl/c.407774 Feedback appreciated...

Looks great! And I'd like to add it's a fantastic product - we use it in our garage and the change has been from night to day! Thanks, -e Thanks Evan. Can I quote you? :D We've had a little learning curve to get comfy with the site development, but the end result we feel will be very successful. The current iteration is…

You can use custom fields on the Contact/Customer record to do that. Apologies, I should have elaborated a bit more. Some of our surveys will be used to grow our demographic data, while others will be used to spot usage trends. Shuttling data to the contact/account record will occur when we either add a new record or…

Not working, unless I'm not understanding the process. In the saved search, I add a Formula(Text) row in the results. In the formula field, I enter [INDENT]REGEXP_REPLACE({messages.message}, '<[^>]+>', '') [/INDENT]When I run the saved search, the results show like this: [INDENT]oracle.sql.CLOB@27bb9b [/INDENT] Is this the…

You could try to use a formula including the function REGEX_REPLACE. For example, the following expression removed the <b> and </b> tags: regexp_replace('some text with a <b>bold</b> tag', '<[^>]+>', '') Aliu, Thank you for the suggestion. However, the tags embedded in the message field include all kinds of formatting tags…

New customers this month - I think - is one of their KPI's on the dashboard - at least in terms of $'s. Ray, Thanks, and yes it is a KPI. I just realized that I left out an important qualifier to the original request... I need to see this data over a period of time. My immediate need is to see who purchased for the first…

I have been told they do, but sometimes I have to wonder. ;) One would expect NetSuite to be very interested in issues like the one you mentioned -- Profitability. So much so that I'd expect them to catch issues like this, and other obvivous problems, well before the system is released to their customers. Update - I've…

Rick, I think the problem may be with the "drill-down". When you drill down NetSuite takes you to a standard built-in report that does NOT always respect all of the filters of your main custom report. So the detailed report is NOT filtering out shipping items. There is an ER to allow us to specify a custom detailed report…

Here is how we do it. I hope this helps. Go to the Customer Profitability report and custimize it. Under filters goto profitability choose Item>Item Type> not equal to ShipItem. This will pull all the shipping items out and give you a true picture of profitability. We also filter ours by sales rep. and sort them high to…

OK... I just tried it one more time - this time to take screen shots to show what happened. However, this time it worked as I thought it was intended. I will save the report and see if it can be reproduced at a later date. Rick

Hello Rick, I was able to reproduce this on my test account on IE browser. I would just like to verify if we are seeing the same problem here. Upon click on "Add Multiple" button on the Content Manager, it displays the items but I cannot select from the items. Nothing happens after I select and JS error is reflected which…

However, I disagree strongly with the phrase 'doing nothing' as it is hardly what I see. Ver 07 has had it's difficulties, and while many of them have been ironed out, pushing back the release date of some modules is understandable, IMHO. Interesting. I've always wondered why it's OK for software companies to continually…

Drip marketing without writing custom code. More to come...

Anyone? Buehler? Buehler? Netsuite? Thanks in advance, Rick

I concur. PS: Rick, you need more dealers in Canada :) Basil, Appreciate the sentiments, and yes, we need more dealers in Canada! :) Rick

Rick, Very good post. I dont think Netsuite are in a lose situation here by implementing measures that make the system stable in favor of added functionlilty. I personally think its a necessity. Where I do have a problem is when it a. costs me more time to run my business and b. I cannot run it due to errors and bugs.…

Actually that question would be better served as a poll too on this forum for all to see. I would also like to pose another poll as well which would be: In your opinion - would you rather netsuite focus on the exisiting product and making it better or new features and enhancement in the immediate future releases ?. Answer…

Getting the information from the transactions sublist is not good enough? You can easily filter to orders and sort by date descending. Thanks, -e Evan, The utopian solution for me would be to be able to produce a report or a customer list with those fields in the report, which I think means I would need to have that…

Unfortunately no, Default Expense Account is not exposed in Saved Search. It is exposed in Web Services if you are willing to go that route. -John John, I'm a WS novice - how would I go about using it to export data? Rick

1. How can a net income amount on a balance sheet not equal the net income amount on an income statement? I'm looking at the default (not customized) templates for each report and they are both as of the same "period" - not any special date ranges. 2. How can we start NetSuite with opening journal entry balances on 8/31/06…