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Thanks, I did that. Hi, It is currently not supported but there is already an Enhancement Request for this. You may file an Enhancement Request Case and have your case attached to Issue 138610 in order to track the progress of it. Thanks.

Actually, what I am hoping for is the ability to send the email from the transaaction to only the inhouse contact. I don't want to send to client and cc the employee contact. The idea is to notifiy the employee of the job that needs to be done via email. This way I can make an email template that pulls the info from the…

I was wondering still if anyone out there can help me with this.

Hi and thanks for you response. Thanks you for the wizard info. What I am looking for is the mail server info for Netsuite so we can add that to our SPF records. Do you know what that is?

Thanks very much everyone. netsuite.com text "v=spf1 ip4:63.209.28.0/24 ip4:63.146.113.213 ip4:63.146.113.214 mx ?all" is exactly what I was looking for. I assume we also add a plain name reference "mx a: message.netsuite.com" to the above as wll right?

Hi Evan, Gotcha but can I have the "How-to for dummy's version?" I know enough to make me dangerous but not everything. :) Alan You can edit the default transaction HTML layout and put it inline in the body template, and apply that layout to the form for that transaction type. Thanks, -e

Hi Evan, Yes, understood. I just need to be shown how to add the log-in page link to the invoice. Thanks in advance, Alan Well, it can link to the login page but it can't automatically log them in.

Thanks Evan. That was similar to what I was thinking. I just didn't want to edit the wrong one. You ROCK!!!! :)

Evan, YOU ROCK!!!!!!!!!!!! Alan There is a major overhaul to e-mail alerts in v. 2008.1, you can customize both the subject and the body of the e-mail - you can even include formulas, you can include the line items in a transaction alert, and more. Please read the sneak peek when available. Thanks, -e

Thanks Oliver, What really bites about things like this is the scripting. Someone like myself that is trying to automate and simplify our workflow and knows nothing about scripting--outside of what is necessary to make me a little dangerous :) -- is limited to having to rely--and pay for--help from those that have…

Hi Lorna, I saw your post on my original question. I do know that the current version is supposed to have the capabilities we are talking about however, I have not been able to make this one work. I submitted a case in April that is still in process. I created a phone call search that I wanted to generate an email to all…

Hi Lorna, You are on the right track. I am not certain of the specifics of what you are trying to do since I am still learning a lot of it myself. It sounds like you really want a search that generates an email when that record becomes a "customer." That seems to be the best trigger.

Thanks Ray...for all you do. Not looked at it - but if you can create a saved contact search on it - or company search - then the marketing module can handle this - the problem is that you cannot do repeated campaigns ( a big issue in my opinion) - which of course is a bit of a pain. The other problem is that you cannot…

Evan, You ROCK!!!!!!!!!!!!! Thanks. Ironically, I had a cutom field for this already done but only half way. I didn't have the source list etc set up. Thanks a bunch.

Thanks for your help.

Thanks for your help. I actually already looked at that help and is why I am on the forums about this. Out Customer Center does not show up in the Customize Centers area. Nor does editing or customer center allow me to add the tab I created. Also the custom links I created don't even shop up as options in the tab. I have…

Nice. That is very helpful Evan. I will need to test his out in practice.

Actually Ray...this should be simple. I used to use Goldmine from back at Version 4.0 through Version 6.5--long time. It had functionality of assigning a scheduled email to an activity (like an opportunity closing or plain scheduled at an upcoming date). Netsuite does not have anything that simple. /shrug. There should be…

Thanks Evan. :)

Netsuite as a product: 7-9 out of 10 Netsuite customer relations: 5-6 out of 10 Netsuite support: 6 out of 10 Overall cost benefit: 7 Fit for your business: 9 Are you as a company maximizing the potential of Netsuite: 5 Summary: I think Netsuite is an awesome product. I wish we were using it to fullest potential for what…