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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"

3943176

Comments

  • If the email addresses you use to correspond with customers are NOT "@netsuite.com", then you should consider adding an SPF record to your DNS zone to include the Netsuite mailservers. This is how we were able to solve the undeliverable problems. An SPF record is at DNS TXT record that "authorizes" other servers to send…
    in Netsuite Emails getting undelivered due to Spam filtering Comment by 3943176 Nov 13, 2006 4:51PM
  • Thanks for the case creation and follow up Marinka! As discussed on the phone yesterday, this is a low priority for us and i didn't think we needed an active case. Just wanted to post it to the user group for community input and see if anyone else had this type of problem. By the way, I took ownership of the search, set it…
    in Attempt to Delete Saved Search error Comment by 3943176 Jun 19, 2009 9:40AM
  • This is one area where Netsuite has really done well. With the ability to customize the email message, this feature has become invaluable. WOW is right! I just discovered this recently, and I have to say that i am amazed at the possiblities! Anyone having a need to be notified when things change in NetSuite should look…
    in Saved Search Alerts - WOW! Comment by 3943176 Jul 22, 2008 3:24PM
  • We would also like this ability, as we have customers who are dynamically associate with specific service areas. We are utilizing Issues to notify Custoemr groups within these service areas of troubles. Problem is that the group has to be manually maintained. Anyone else have similar problems or a workaround?
    in How to create Customer Dynamic Group based on related child records? Comment by 3943176 Apr 11, 2008 12:10PM
  • If you are creating the order form the opportunity it won't fill in because it is copied from the opportunity. In the future we could provide the ability to set whether custom fields preserve their value on transformation. I think the only option is to use Client SuiteScript. Thanks, -e Thanks Evan. That would be great. I…
    in Sales Order Sourcing Manager from Sales Rep Comment by 3943176 Jul 22, 2008 12:27PM
  • Why does it have to be stored? If you set the field as store value=F, it will always display the supervisor of the current sales rep. For historical purposes. Lets say a sales rep changed teams a month ago, and now has a new supervisor. Looking at the sales order closed 2 months ago would show the current supervisor, and…
    in Sales Order Sourcing Manager from Sales Rep Comment by 3943176 Jul 21, 2008 12:32PM
  • I think I'm still missing the point. If I add roles to the Permissions tab why isn't that all that is needed to specific using permissions? Because you need to check the "Use Permissions" box. :) IOW what value is there in entering roles on the Permissions tab and leaving the "Use Permissions" box unchecked? The value…
    in What is the point of "Use Permissions" Comment by 3943176 Jun 16, 2009 11:11AM
  • I think you might misunderstand. I am pretty sure that if there is no owner on the custom record, and box to use permissions is unchecked, then the custom record is available to any role. The point of the warning is that when you add permissions to a custom record, the system warns you that the permissions don't apply…
    in What is the point of "Use Permissions" Comment by 3943176 Jun 12, 2009 2:32PM
  • Thanks, but that is my problem... I cannot find how to customize the view. Where most of the sub lists have a customize option at the top, this list has nothing except an "Add New" I can't see where to go to customize the view, or enable customizing on the view. J, Hope this helps: I dont know why you cant change the view…
    in Sort Custom Records (in Child of) list by custom date field? Comment by 3943176 Feb 24, 2009 1:48PM
  • I believe you want to vote for this enhancement. Enhancement 79772: - Support an Auto-number Custom Field Type with Uniqueness Property Please help my case too, and vote for this one! Enhancement 154660 - Setup> Customization> Record Types>> Ability to automatically update existing custom record numbers.
    in How Do I Ensure Uniqueness of Custom Record Name Field? Comment by 3943176 Oct 22, 2008 8:31PM
  • We are also experiencing this issue. Starting case with NetSuite (case number 1518143) An unexpected error occurred in a script running on this page. setCasexxxValues (pageInit) customform TypeError: nsSelectValue(c, "@fields") is null
    in FireFox 14.0.1 causing SuiteScript issues Comment by 3943176 Jul 19, 2012 10:26AM
  • Yang, Can you point me in the right direction for the documentation on this. Could find nothing referencing particular CA's...? All i can find is a statement about SOAPScope in the SuiteTalk Webservices Guide. "... SOAPscope uses a self-signed SSL certificate to validate the forwarding socket. However, most client…
    in Self-signed certificates and nlapiRequestURL Comment by 3943176 Oct 23, 2008 3:23PM
  • Just wanted to say thank you for this post! Immensely Helpful!
    in Phone Call Date Comment by 3943176 Jul 14, 2009 3:36PM
  • Thanks rrennie! This will definitely help! I will post my final script when complete and tested!
    in Support case automation Comment by 3943176 Jul 14, 2008 9:39AM
  • rrennie: Would it be too much to ask for you to post your scripts for generating the case from the sales order? I am working on the same thing, but not all that skilled with scripting (making progress, but slooowly). Having something functional to work from would benefit me a great deal! Thanks!
    in Support case automation Comment by 3943176 Jul 13, 2008 3:14PM
  • So, here is the script we came up with to generate the case from the Sales Order. We have a custom field on the Sales Order named Opportunity Type. We set certain values on the Case based on the value of the field (Title & Issue). Hope it helps others... function CreateSupportCase() { //Load the current Sales Order var…
    in Support case automation Comment by 3943176 Aug 7, 2008 3:48PM
  • Julian You are not the only one frustrated with what mail merge and templates. In my opinion, there needs to be a major overhaul of the CRMSDK within NetSuite. Good point with the QuickBooks comparison. Just yesterday, i discovered that there is no way to merge the duedate field from a transaction into PDF, email, or…
    in Why is writing a collection template a challenge in 2009 Comment by 3943176 Feb 26, 2009 10:33AM
  • Julian You may want to take a look at this post: https://usergroup.netsuite.com/users/showthread.php?t=2670 I created a word document with many (not all) of the CRMSDK tags and used it to determine what fields are what when I was having problems with finding correct fields. I used it on a specific record (lead, contact,…
    in Collection Letter Comment by 3943176 Mar 1, 2007 11:00AM
  • Is it happening ONLY with invoices? or are all other email correspondence through Netsuite being rejected as SPAM? It may not be the javascript code... My company does a lot of emailing through Netsuite, and we once had the SPAM rejection problem. It turned out to be that we send email through netsuite using our own domain…
    in Our Invoices Blocked By Spam Filter Comment by 3943176 Jan 5, 2007 5:03PM
  • Well...Have the "Nightmare Scenario" today: One of my employees, supposedly well trained on Merging data, has merged 12 (thats right, 12!) Customers records into a single one. This particular Customer wants accounts separate for billing purposes, and we are totally screwed. Sure i can re-create all the accounts, but ALL of…
    in Security Flaw? Preventing roles from editing by Stage? Comment by 3943176 Nov 19, 2008 2:37PM
  • Jim You may want to vote for Enhancement 10466-Fixed asset and depreciation feature.
    in Fixed Asset Management Recommendations Comment by 3943176 May 20, 2008 4:01PM
  • heck, when you open it in edit and save it right away, it breaks it. One way to avoid this is to use a file for the template. Create and upload your html file to the file cabinet under email templates and reference the file rather than use the embedded text editor.
    in Issue when merging email templates in FireFox, Chrome Comment by 3943176 Feb 6, 2009 9:34AM
  • Having the Same exact issue... Seems consistently re-producable in Firefox/Chrome, especially if user enters any additional text into the email body (supplementing the template text). Case number 835171 Tested IE and merge is OK in both scenarios (straight template and entering text)
    in Issue when merging email templates in FireFox, Chrome Comment by 3943176 Feb 3, 2009 4:08PM
  • You can modify the output of a date field, but not within the document merge itself. You will have to create a custom field to format the date field of your choice. We Had a similar problem with how the date displayed on Merge Documents. Here is what we did to solve: Create a custom entity field: name: Today's Date id:…
    in CRMSDK Tags - today's date Comment by 3943176 Feb 21, 2009 1:55PM
  • Defect 159463 - Firefox : Mail Merge : List > Support > Cases > Messages > Email : Email template with a merge field embeded on the URL, sometimes not being sent correctly SUMMARY: Firefox : Mail Merge : List > Support > Cases > Messages > Email : Email template with a merge field embeded on the URL, sometimes not being…
    in Issue when merging email templates in FireFox, Chrome Comment by 3943176 Feb 5, 2009 3:10PM
  • I know this is an old post, but the solution is to do the following: in the PDF: Select the Properties for the field On the General Tab, check the box for "Read Only" Also, check the box for "Locked" For fields you want the recipient to complete: Leave Read Only un-checked but Lock the field to prevent recipient from…
    in pdf contract merge - non-editable for recipient? Comment by 3943176 Feb 21, 2009 2:05PM
  • Andy Have you tried the <<NLSALUTATION>> field? Though, I have a feeling it isnt going to work if you are pulling on the customer record vs the contact record
    in Letter Merge - Can't get "Mr./Mrs. field on letter Comment by 3943176 Nov 13, 2006 5:42PM
  • Channing I think this is a problem with Mozilla and remember it reading somewhere in this forum. My users have this problem, and I looked into it extensivly but couldnt find a workaround. Informed them to witch to IE if it bothers them that badly. Sorry.. Chris
    in Email templates in Mozilla Comment by 3943176 Nov 13, 2006 4:56PM
  • Handled, yes, but not solved. My posting this here was intended to garner feedback from my peers and facilitate discussion about a potential functional or procedural problem. Does anyone else use multiple estimates on a single opportunities? If so, how does your instance of netsuite function? When you create the sales…
    in Functionality of Multiple Quotes per Opportunity Comment by 3943176 Jul 24, 2009 11:01AM
  • There is a sample script in the SuiteFlex Developer Guide that might help. I am sure you could create a custom template and reference it for merge in your script with the nlapiMergeRecord function. not sure if this link will work, but you can just search for "Notification of Closed Cases".…
    in System Email Template for Case Closed Comment by 3943176 Feb 26, 2009 11:14AM