3943639

There are lots of issues with the merges and file storage (spam on incoming cases with image attachments, mail merge, etc.) However, I do think that you can choose to not store the merged letter (although this may only be the case with a single merge, not sure about bulk). On the Template tab of the letter merge, there is…

in Mail Merge in Word - is it just me? Comment by 3943639 Mar 7, 2007 2:33PM

Great! Thank you.

in Multi-day events? Comment by 3943639 Oct 31, 2006 7:16AM

Fergus, Did you ever get anywhere with this? I just asked a similar question. Thanks! Jon

in log a call. Participant not filled in now Comment by 3943639 Nov 7, 2006 2:03PM

I think forms can be linked to certain roles and/or users. Maybe you could have a customized role that invoices only that customer (or customers like them?). Kind of klunky, but that's all that comes to mind for me.

in specific invoice for a customer Comment by 3943639 Apr 26, 2007 9:17AM

not done any scripting, but I think I recall seeing something about returning true if you want the save to continue, otherwise return false?

in how is "save" defined Comment by 3943639 Mar 1, 2007 2:39PM

Charlie, Try going to setup > accounting > setup accounting > accounts tab > and check the 'Expand Accounts List' checkbox. Hope that helps. Jon

in Paying a supplier in advance Comment by 3943639 Apr 26, 2007 7:09AM

Are matrix items one of the features that are not part of the "full" NS? I am looking for them and can't find them. Thanks! Jon

in What is Purpose/Benefit of Using Matrix Items Comment by 3943639 May 16, 2007 7:02AM

Not really interested in that. It seems to me that this is broken, just like to verify that and get it fixed. If it's not broken (ah, I haven't heard "by design" in a while), I'd just like to understand it a bit better.

in 'View' expense reports allows approval?? Comment by 3943639 Apr 3, 2007 4:54PM

Sarcasm?!? Where?? :) Are you referring to revenue recognition or the ability to use adv billing to create a billing schedule? I'm talking about the 2nd. I basically need to create some orders with monthly payments that may vary in amount and duration (number of months). I just want to be able to simply create invoices for…

in Can this schedule be created? Comment by 3943639 Mar 26, 2007 8:36PM

Evan, Thank you very much, that seems to do the trick. I appreciate your assistance, Jon

in Orders and forecast Comment by 3943639 Mar 9, 2007 9:44AM

Thanks Ray.

in 'Ask my accountant' account? Comment by 3943639 Mar 5, 2007 10:03AM

I don't think that you need to use estimates or sales orders. I think you just populate the 'title' field on the opportunity, and I believe that will show up on most reports/forms that you are concerned about. Hope that helps.

in Show opportunity name on transaction instead of number? Comment by 3943639 Feb 28, 2007 4:53PM

I would be interested in knowing how to do this as well. Jon

in Applying Deposits to Sales Orders Comment by 3943639 Feb 15, 2007 10:01AM

Actually, I don't know that a kit will work. It seems that you have to assign a particular income account to a kit, correct? The items making up the kit all post to different accounts, and I don't want to have to assign a price to the kit; the price should just be the roll up of all the items in the kit (or group). It…

in hide amount field only for item group members? Comment by 3943639 Feb 13, 2007 3:25PM

Evan, One of the items in the group is a kit. We sell a solution that has a kit item, plus a couple of non-inventory items and a service item. I would like to have an item group that has all of these things as members. Then I have a different service item that is typically on these transactions as well. What I want to do…

in hide amount field only for item group members? Comment by 3943639 Feb 13, 2007 3:18PM

OK, so is it possible to use a client suite script to update the group description to include the description of all of the members of that group, say when the transaction is saved? Something like: for each group member - append member description to group description next group member Any pointers?

in hide amount field only for item group members? Comment by 3943639 Feb 13, 2007 4:21PM

Evan, Thanks for the help. I think it's close, but not quite close enough. I'll keep playing with it and post if I figure something out. I basically need the majority of the group functionality (being able to manipulate members on the transaction and auto-amount roll-up), but hide the line amounts when printed ala kits. Jon

in hide amount field only for item group members? Comment by 3943639 Feb 13, 2007 3:31PM

I just created case/enhancement request #528614 based on the comments here. Thanks!

in Tax on purchase orders Comment by 3943639 Jan 26, 2007 1:08PM

Anything like this coming for US? Thanks Jon

in Tax on purchase orders Comment by 3943639 Mar 16, 2007 11:29AM

Here is the response from Customer Support for this. Curious to hear thoughts: "The way to put tax on Purchases is to add a line on Expenses subtab. To detailed this procedure, go to your existing or subject Purchase Order. Then, edit it and go to Items > Expenses subtab. On the Expenses, hit the drop-down arrow on the…

in Tax on purchase orders Comment by 3943639 Jan 29, 2007 8:20AM

Thanks Malin.

in Order consolidation? Comment by 3943639 Nov 6, 2006 8:33AM

Interesting approach. Thank you, we'll give it a whirl...

in Items for purchase orders? Comment by 3943639 Oct 19, 2006 5:47PM

I agree with all of Steve's comments.

in *** Remove The Dangerous Email Button *** Comment by 3943639 Mar 15, 2007 11:04AM

Ditto to all of the above. And sending an email shouldn't be limited to only the contacts on a customer. Seems like a useless limitation. Thanks Jon

in *** Remove The Dangerous Email Button *** Comment by 3943639 Jan 8, 2007 5:43PM

FYI, we added ourselves to this enhancement this morning and received a note from NetSuite that this has already been deployed into production. We are still on 11.0.4 and don't see it, so I assume it is in the newer version. Jon

in Attaching Files not in "Attachments to send" Folder Comment by 3943639 Mar 8, 2007 4:08PM

Corey, I don't think that particular notification (lead assignment) can be customized. The support templates are strictly for support, not SFA. I want to say that there is an enhancement to be able to customize more of the notifications, but I'm not sure. It would be nice. Hope that helps, Jon

in Where is the "Notify Sales Rep by Email" Form Template? Comment by 3943639 Mar 22, 2007 2:46PM

We have not figured anything out; as far as I know it can't be done now. Oh well...

in Transaction line items in mail merge? Comment by 3943639 Oct 19, 2006 5:45PM

Thank you Chris, I'll give it a whirl.

in Images in email/campaign templates? Comment by 3943639 Feb 28, 2007 4:48PM

I must agree that netsuite's sales literature, demo accounts and reps/resellers are very unclear as to what is included as standard and what is sold as add-on modules. I believe I've used the words "misleading", "deceptive" and "thinking about a BBB complaint" with our sales rep...

in disappointment after purchasing NS Comment by 3943639 Nov 13, 2006 4:41PM

For those customers with paid support services we do answer all cases submitted online, however in the recent past we have taken longer to respond. We tend to receive high online case volumes during releases as well over weekends. This is an area as with phone service levels we are looking to improve on based on increased…

in 60 day email support seems useless Comment by 3943639 Oct 31, 2006 1:28PM

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