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We did test Riva, but it was missing reoccurring events from NetSuite to outlook, so we are in a holding pattern until we see what NetSuite is rolling out. I too felt that the RIVA Price tag was over the top. Tom

Any Update On this Items Please Help My users are Screaming at me....

You might try getting it to work it the same record type first then expand it to the Opportunity type, the one I have working is: Type= Call - 1 action - create Record - Phone call - after Record submit - Fields : Field Text Checked Date Selection Join Value Field Formula Start Date {today}+{custevent_recall} Company…

We had the same issue and never did find a good way to view it from the case. Instead what we do is to have a custom search (used as a search tool and not a list) that uses a formula to indicate weather the customer has purchased a contract and when it expires, this has worked very well and can give the service tech more…

We too pay by GP but i have a serach that calculates the GP and the commission as long the sales order has a PO attached or it is a service item. I would be willing to document the search if you are interested I has a ton of formulas but works well. Tom

Tom - Are you grouping your results? When I try running a search, adding that formula column actually increases the number of rows returned, as I believe it is returning more than one result per customer (each customer has purchased multiple different items). The search is grouped on Company ID or Internal ID ( I tried…

Well I will answer both questions, First is the formula in the criteria, and the answer is NOPE there are only 2 items in the criteria and they are is inactive and status. As to adding an else clause, that was tried it I did the (else ' ' end) and there was not change in the filtering.. Nice Try and I appreciate the…

Thanks that did it, I do not know how I forgot that one. Thanks for the help Tom

I use a dropdown box called "Source Filter By" then select parent, this is found on the sourceing and filtering Tab. I hope this helps Tom

That is what i thought thanks for the Quick response. Tom

We are seeing the same problem on about 5% of our orders, we are mssing 2-3 fields on these sales orders. Did you find any way to solve your missing data problem.

I am not fully sure but I think that Epiphany's (http://epiphanyinc.net/) E-contacts can do that fairly easily you might want to reach out to them directly. I use their product and we are able to manage and bill both leases and ongoing contracts, even having the Leasing company collect for our part of the bill (Supplies).…

This may be a far easier solution but it works for me. I created a formula genterated link that includes "status=COMPLETE" Formula (Text) '<a name=" Log Call " id=" Log Call…

Make sure the URL you used in not the one from the preview, I made that mistake.

Well I can tell you this is something we have played with a lot. I am not sure that i am answering your questions but I will tell you what we do. To place an item on sale we first set a marker in a text field(Custom Field)to id it as a special, then using a saved search we pull all the specials with the prices and internal…

Well I am not sure if this will help or not... This is what I use to prefill fields on a online form (Case) I have not attemped it with the marketing forms but the same basic features should work just fine.…

We had to create a very large and expensive script. Let me try to explain how our script works... [LIST] [/LIST]First it looks at the overall weight and determans if it meets a criteria, then it is shipped via freight. [LIST] [/LIST]Second It looks a the location of the customer then finds the closest vender and then…

This has been resolved by NetSuite!

I think this is my 4th SuiteWorld and every year there are some good to great nuggets of information, but the most useful for me is getting to meet and talk to so many other NetSuite Admins. I get a ton of new ideas and different approaches. Make sure to schedule some time with the netsuite experts (Come with a list of…

I will be there all week, looking fowared to learning new things we can do with NS. Tom

What are you looking for in the Release Preview action plan? We always test all scripts, customizations and searches prior to a release. Tom

Case #705914 has been created I did send the header info to netsuite

I have been able to upload an opportunity with items sucessfully! However I used the single file method, Has any one been able to upload using the multi file method?

We are having the same issue and it looks like turning off the Promo items took care of the problem (A short term Fix), I have contacted NS and they have added us to the Defect. If you are having the same issue and you have not filed a case yet do so ASAP, that way NS know s the complete extent of the issue. Tom

Same Issue happened last night for me I am missing about 20 emails today.

This has helped thanks for all the data, I will be submitting a case to NS today in reguard to speed. Tom

Where they ever a Adminstrator? It seem to me on our account that all the Administrators get that email. Tom

We are down as well

That would be Great... I am not holding my breath though..

Agreed I had 10 calls this morning before I could get an email out to our staff... We need to have a clue of changes :h_a_w: