3944894 Green Ribbon

Hi again! Yes, everything is gone - the whole column section including borders. I actually created a test invoice using "Custom Professional Invoice" - grabbed from Standard Professional Invoice - and changed the PDF Layout to Classic Transaction Layout - Large Logo (one that I knew I had never touched). No scripts are…

Hi Sean! We have both the "Consolidate jobs on sales transactions" and "accept payments through top-level customer only" features enabled. We wanted to be able to accommodate customers who want multiple jobs included on 1 invoice. Unfortunately, the system pulls in ALL billable items for the top level customer (checked by…

This is also an issue for us if anyone has info. Customizing with the ability to allow multiple jobs per client does not filter out just for those job records selected.

Thanks, Cat. We were hoping to be able to reprint in bulk but I don't think that's an option.

Was this ever completed? I'm trying to find the salary information for an employee to use on a search or report. Any direction regarding the exposure of this field to searches or reports is appreciated.

Hello - can you point me to where the dtds are now located. I don't find them on the Partners or Developers site. Thank you!

On this same topic - where in the System is the email address sent for who gets a Login Failure message or an upgrade message from NetSuite. Is there an email address somewhere in NS's system that the sales rep needs to change?

Or even a custom field for attaching an image (such as a screen print) to a case.

A case is created when incoming email is captured. A role has a preferred case form to use however, when a case is opened from an incoming email this form is not used. The user must switch to the preferred form...therefore I believe that there is a form being used to create the original case. An underlying tag to the "Case…

Thanks, Phillip. That makes perfect sense. I'll adjust accordingly.

Hello! I think most of the features of the survey may work for us however I may be missing something very basic. Is the question contained in the Label field? If so, the space is limited. What am I missing? Thanks!

Hi Dave! Did you ever get an answer to this? We need it too. If it doesn't exist, we will probably script a notification.

Thanks, Chris.

Hi! I am new to trying to use the survey. I posted elsewhere about this but got no response. I am unable to edit the URL fields on the online form. Is there something that needs to be set to do this? Thank you in advance.

Right, except that the custom RSS feed works well for announcement type stuff and, I believe, each user would have to set this up. Any ideas?

We have certain levels of employees that we want to give even less access than the employee center role. Any suggestions?

Aha! Thanks, Luke! I had the custom center tab applied to ALL and it did not show up in the apply to tabs....only when I changed it to the Sales Center did it show. A bit tricky! Thanks Luke and Evan for the help. Ellen

Hi! This is great info as we are still new users. But I don't see the ability to change the "Landing Page" on the Appearance tab in set preferences. I dont' see any option there or in the other tabs for changing default page. Am I missing something?

Hi again! Sorry to be so confusing. If I choose "Apply to Tabs" from the Publish Dashboard menu, I do not have the option of choosing to apply just the custom tab I created. I do not want to overwrite the users' whole dashboard, just the custom center tab. Is that possible? Ellen

Hi Evan! Yes the custom center tab does have an audience. I want to set up the searches, shortcuts etc and publish the tab. Is that possible? Ellen

Thanks! We get the new release tomorrow.

Thanks for the reply but somehow I guess I was not clear. I've created a custom Center tab with multiple searches. I want to publish just that center tab to a select group. When I choose publish dashboard and the tab option, I do not have the custom center tab showing so that I may choose it. So - the simple question - can…

Thank you. You are right - you need to fix the search before you can remove it from the portlet - thanks for the help!

Hi Evan! I know this post is old but I am having the same problem with one of my users. I have turned off the KPI, refreshed the cache but the error still exists when I try to turn it back on. How do I get the memory of that portlet off of the dashboard? I have CTRL-F5'd it to death. Thanks - Ellen

Sorry I did not see your earlier post.

Thanks! I kept changing it, saving it and it kept reverting - I was going mad...

I, too, received this prompt today. Did you get any response from NetSuite on this?

Hi Phillip, I've logged case #865558. I'm inclined to think this is a defect even though our form is scripted in that you would want employee center licenses to be able to book time to projects. Can you also check on case 786899 - this defect has been in an S2 status (60 days) since October! Thank you, Ellen

It does not appear that these problems were fixed in Thursday night's maintenance. We are still unable to edit the Customer on the time entry record and the customer:job and case do not flow through to a new time entry while in view mode of a case. I have updated our online case twice now. It is critical that we be able to…

Hi! We are having some issues with defaulting case fields but the case and time booked to the case are flowing through properly to the Customer:Job record. We use mostly cases instead of tasks so I will let you know if we have issues with tasks/events. I would suggest logging a case with NS.