3943193 Newbie

Hello I don't believe that this has been covered in the forums based on the search results and the help docs have been no help at all. It appears to me that it is not possible to use Intellisync to ensure that all our employees have a list of all our employees in their palm and in outlook. I was hoping to be able to manage…

I was able to get it working again after it taking a while to figure out. I still have a few glitches--for instance it imported to my Outlook approx. 50 customers/partners so I'm working on figuring that out because it didn't try to import all 300,000 contact records we have. But, here is what to do in order to sync…

Stanley: It sounds as though your field is set as a hyperlink under the type which is necessary if you want to be able to click on the link directly from the record. If this isn't important to you then you could set the field as a free-form text.

The import rate has decreased. It is sometimes taking an entire day for our leads to import. We are discussing several new methods to get out leads in and that is why I wanted to see what everyone else was doing to get their leads into the system. Also, I wanted to see if anyone was doing anything with a scripted form.…

Perfectly stated Ray! ;)

Yang: Thanks for the follow-up and the information. Both myself and the other NS administrator within my company are both inexperienced with scripting within NS. Would it be possible for me to call you on Monday to help set up the scripting? I appreciate the help! Thanks! Justin Levy That's Great News www.thatsgreatnews.com

We use customized reports for A/R using age at 5 different day intervals. We use these reports to send to a postcard company who does a merge and mails out a series of 4 different postcards. We also use these reports for when we need to send accounts to collections. I will be sending you an email with a screenshot of our…

Thank you for the quick reply. I already tried clearing the cache and refreshing the browser. I also tried it in both IE and Firefox. I have also implemented the IE settings which were suggested when I was at your offices in Toronto. I will contact Tech Support later today.

One thing that I did not see mentioned yet is that you can set different probability percentages based on specific status. To set this up go: Setup -> Sales -> Customer Statuses Not sure if this helps you out or even addresses your question in addition to the info provided by Lina.

I'm assuming that this has already been fulfilled and billed?

While I'm not currently implementing additional sites within NS, I too would be interested in any info anyone could provide.

Content Manager: This is working and can be accessed by going to Lists -> Website -> Content Manager. Web Checkout Errors: I haven't seen anything in any settings for this yet but I'll keep looking. Free Shipping Items: You can assign free shipping to specific items by going to Lists -> Accounting -> Shipping Items. It is…

I'm not even seeing a "Make Public" check box (or whatever it's labeled) when I'm creating a Saved Search. I've tried several different types all with the same results. There should be a small check box just below the title named "Public" with a small check box. Have you tried calling NS Support? We have had little…

You're not crazy! :) We are currently experiencing the same problem. It began a couple weeks ago. Any search we create or edit cannot be saved as public. When you check the box and save it, the system unchecks the box and leaves it as private. It is frustrating because myself and the other administrator are creating…

I've tried it but have had no success. We use several online case forms for different marketing campaigns and I have them set to default to the Anonymous Customer record and then I assign it from there by having the customer reference their number so I can just copy/paste it into the company field. However, if anyone has…

I think this is a GREAT enhancement and once the voting procedure is confirmed, I will definitely vote for this enhancement.

Andy: Thanks for the info! It does make sense why it is set this way but still frustrating for those having to merge the records. At least it's confirmation that I did set it up correctly and the problems we are experiencing are not uncommon. Also, thanks for the other information you provided. I will definitely take some…

The problem that we have encountered with support concerning 2007 is that the help guides and knowledge base still reference the older version. Also, when we have had to call support we found out that Support is still using the older version as well and they haven't been converted to 2007. I agree...it has been frustrating…

Hi Steve: We use relative and aging dates for many of our A/R reports as well as other reports/saved searches. We experienced many problems when first setting these up but now they are working great. If you would like, I can screenshot one of my report filters for you to view to see if I'm understanding you correctly and…

I figured I would bump this thread back up because I'm looking for something similar. I can't find a field to add payment type into a customized report. Can anyone help?

We were having problems with shipping to Alaska, Hawaiit and Canada so I created 2 different shipping items which can be chosen. I named one "FedEx-Continental U.S." and the other "FedEx-AK,HI,Canada". I display both on our website and have the continental U.S. shipping item as the default.

Angela: The problem that we are experiencing with zip codes is that when you put in a zip code it will blast out the country and then when you choose the country, it blasts out the state. Therefore, the user then has to manually choose the state again. Doesn't happen on every record but enough to cause the Production and…

Would this work for bulk merges/campaigns? We make digital proofs for customers of their product prior to the sale and I would like to begin sending a copy of that digital proof to the customer when I do the bulk merges and/or campaigns. If this is possible, can you give a little more detail on how I'd accomplish this with…

Gotta love saved searches...they're my best friend! ;)

ktrommlitz, How do you create a "Job" from a Sales Order? I don't see any way of doing this. The ability to create jobs from sales orders is an add-on module. We are going to be adding this module in the near future and converting the way we process sales orders and manage our production department through the use of jobs.…

Has this link changed or moved, or maybe I dont have access to it?? We are going to be implementing Live Person within the next week. I tried the link as well and it's broken. I just wanted to see what everyone else's experiences has been and methods of implementing it to ensure that I do it in the most efficient manner.…

Under Setup -> Company -> Company Information you will see the second column has 2 fields where you can upload your logo. Once you have done this, use this merge field to insert your company logo on outgoing emails/faxes: <NLCOMPANYLOGO> Hope this helps!

Help please ! New to Netsuite ! Have 2007.0.5 just arrived . On attempting to import via Excel constantly get message : The following file(s) could not be uploaded because of one or more errors. Please correct and re-upload. Different number of columns than in the header row. First found on line 1 Have tried now for 2 days…

Angela: Let me know if you need any help...feel free to IM or email me and I'll help out setting everything up.

Excellent points Jim! I post on several other forums for hobbies, tekkie stuff, etc and it always frustrates me when people become irrate because a noob doesn't understand or know how to navigate forum boards. Angela: Please add me to the list. While I haven't posted on the UG a lot just due to a lack of time, I would…