3942861 Green Ribbon

So, the dynamic group I am referencing brings up contacts from vendors of a certain category. It was nice because I have the saved search that will display the company records for those vendors when I need to see the list, but I was also able to use that search to make a group of contacts if I needed to send out a mass…

Okay, this looks like what I was trying to do. Unfortunately everytime I click the Group Contacts button, I get an Error screen that says "An unexpected error has occurred. Please click here to notify support and provide your contact information."

Thanks for all of your responses Walter. The search I've been referring to is incredibly simple, my only criteria was category is equal to. There are a lot of ways to accomplish what I need to do, I was just being lazy and trying to save myself a step. So it seems like what I used to be able to do is no longer possible…

What ended up being your solution to this problem?

Yes, she locked the period from the checklist. So now there is a lock next to Lock A/R, Lock A/P, Lock Payroll, and Lock All. There is a green button with an arrow next to close. We cannot change the buttons back to the green button with the arrow.

Wow, I feel silly. If you click the Green Arrow button next to the Close "Go To Task" it brings you to a screen that allows you to re-open the period. I had assumed that it would somehow close out the period more completely. It's a little counterintuitive.

This message is appearing in the accounts in my company's chart of accounts. Warning: Sections Will Expire The section assignment here only applies to old financials which will be unavailable after October 10, 2009. Standard sections that dynamically assign accounts have been generated for you within new financials.…

When I was trying to customize the financial ratios scorecard, all of the custom kpi dropdowns were empty. However, if I go to setup>customization>kpi scorecards and choose to make a new kpi scorecard from scratch, the search I made shows up in the custom kpi dropdowns under the custom tab. So, that was a little confusing.…

Using a transaction search and adding period under the filter tab, made the search available to be added as a custom kpi under the financial ratios kpi scorecard. Then it was just a matter of filling in the correct formula. Now the only thing I have to do is get the numbers from my transaction search to match the numbers…

So, I will have to use a transaction search as opposed to an account search. I will test it out and post back here. Thanks.

Steve, Thanks for the reply. I think I was posting at the same time you were, so I didn't see your response. Anyway, I had read that you needed a date range in a recent post about having multiple bank account kpis. So, in my search I included the "Formula (Date)" option since that was the only date option available under…

Okay, so I created a saved account search that sums the balances of all of the approriate tax, interest, depreciation and amortization accounts. Next I created a kpi scorecard for this saved search. I tried adding the revenue kpi and the total of the new saved search I had created within this kpi scorecard, this did not…

There should be a checkbox when you are creating the role that says "Do Not Restrict Record Viewing", check this box to allow your salespeople to view (but not edit) contacts and leads assigned to other sales reps.

While I was posting in the forum, another employee filed a case. Here is the case number: #616557 Thanks

Good to hear it is not just us having this problem. The results might not be %100 accurate, but my boss still likes to see them. Hopefully Netsuite will find a quick solution.

In 2007.0 by going to Setup>enable features>crm tab>marketing section and enabling subscription categories and then going to setup>marketing>campaign subscriptions , you can give your subscribers the choice of what type of communications they want to allow you to send them.

Thanks Wiz. I figured I would need to test this at least somewhat. In the current version of netsuite our newsletter gets blocked or flagged a significant amount of the time. I think today I will have to test it out in the beta using the new campaign domain feature. I'll post my results here regarding what I find out about…

I've just been looking at the release notes for the upcoming release 2007.0 and I want to get some information on whether it will be possible either through web services or other method to: Add campaign events and Add campaign responses to netsuite marketing campaigns.

Yup, it's right there. I can't belive I missed that. Thank you for responding. One more question, is it possible to test web services code that performs actions on these new records in the beta account my company is given access to?

Miguel, Thank you for the information. I will have to look into ShoreTel systems. Was the application designed specifically to work with netsuite? Once you have finished with your testing, I would love to hear the results. Thanks again. Andrew

Just checked the Shoretel site, they now have a demo up for the application: http://www.shoretel.com/products/applications/netsuite_integration.html

Okay, so I took my own advice and created a custom entry form and set it as the preferred form for my custom role. However, I am still struggling to figure out how to hide the balance field in list view. So, either using the Financial sublist view, or if they make their own cutom view, the user of this role would still be…

I spoke with someone at Netsuite and they informed me that the Balance field is built into the vendor record and is therefore governed by the lists > Vendors permission.

Thank you for the replies, my questions have been answered.

I have used smbxml to import tasks. I believe it can be used for events as well. Haven't tried it in version 2007 yet though. Here is how the xml for a task import would look. This is blank, but has all of the required fields, plus a custom field. <?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE smbxml SYSTEM…

I'd be most concerned about their End User License agreement. By submitting, posting or displaying the content you give Google a perpetual, irrevocable, worldwide, royalty-free, and non-exclusive license to reproduce, adapt, modify, translate, publish, publicly perform, publicly display and distribute any content which you…

So, we were not able to get our atom feeds to work. Should we be designing our rss feed to RSS 2.0 specifications or should we aim for RSS 1.0 or 0.91?

Netsuite seems to be back up :)

This is something my company would be interested in. Please keep me posted about its development.