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Please see the post above from 12/7/07 about the Beta Version. This issue is different from Outlook Integration. This allows us to sync out contacts to Outlook and our Blackberries. We are unable to do so right now.
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Hi again! Any word on when the new version of Intellisync is coming to a theater near us?
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Thanks for the info!
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Hello NetSuite! Any word on the new version of Intellisync?
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Hi Ian! We are not getting an error, we are just getting no contacts being synchronized. From some of the posts I've read it has to do with the owner of the records. We are waiting to implement until the new version of Intellisync comes out.
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Right. I do believe there is a stored field held by NS for this. You might want to consider adding a prefix to any that you need to assign manually. We simply put a letter in front of the number. It makes sense that NS gets confused when it sees numbers only.
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Hi Evan! Our logged case is 629865. You can cause a jump in the demo account by overriding a project with a high number and then updating the records. Why this suddenly happened to Clients and Jobs on our account is unknown although I suspect it was when a user accidentally allowed an entry to be autogenerated and then…
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Hi Evan! I do have a case into NS but am getting little help. I've even asked our sales rep to try the deletion of records and reverting to lower numbers in the demo account - it does not seem to work there either. How do we get the numbers back down to the proper range?
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Hi, You will need to delete the records that have been misnumbered and then have NetSuite reset the counter for you. As an fyi - you may not want to use numbers for records that you want to manually set - place a T before the number or some other non-numeric digit. NetSuite gets confused when the manual number is a number…
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Hi! You have to delete the records that caused the incorrect numbering - in our case it was manually changing a record that had, at first, been autonumbered. The system then showed the number that had been manually changed as the last number. We have since added an alpha prefix to any numbers we assign manually. Once you…
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Thanks, Lina. Yes, that is our problem - we do NOT want the Company to be coded as the employee. All of our time is booked to jobs so we want the case to get set up to a job record that is identified in the anonymous placeholder. We can trick the system by putting an employee email address on a customer record so that it…
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Thanks Ray and James! We are checking the help desk box on our cases. I look forward to a call from a NS SME. I think our issue may revolve around the fact that we want all time entry booked to jobs and, therefore, have set up "dummy" jobs for our internal use. Ellen
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Hi again! Thanks for your help. Where would one put the email address in initially. There is no blank field showing anywhere on the job record (forms are all marked to show it)? Those that have gotten saved seem to be originating on a case level.
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Thanks, Sean! Our business totally revolves around jobs. We, therefore, wanted to keep the same process in place whether from an external source or an internal one. On a similar post related to Case Management, James Dantow said that one of your SME's would call today. I look forward to it. Ellen
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Thanks, Corey and Sean. Corey - we use advanced job tracking and, it appears from Sean, this is why we don't see it on the job record. Sean - while we don't really care whether it is on the job record, it "sticks" to it when messages are sent. Any new case under that job then defaults to the email that "stuck". This…
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We can not see it, edit it or send an email since the field does not show anywhere except now on the case form.
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Thanks. It actually was some security set on the Document file cabinet. This has now been resolved.
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Update to this issue: Those that can access the attachment get a javascript on the popup (javascript:previewMedia(74,false,true); Those that can NOT access the attachment do not get the javascript on the toolbar. Thoughts?
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Hello! I recently had a similar problem. I did a mass update of email addresses through an import. Some of them were in error and I was able to change them back through the UI. I need to change mine back but receive the "entity already exists" error. I tried changing it through the settings portlet - "record already…
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Thanks, Olivier. Any thoughts about how to add some security reminder?
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Thanks. I will try this, although I believe I might have explored it previously but it's worth another look if you made it work. Limiting some users from joining the user group helps to control and monitor our help environment - especially since some issues arise because of customization that, of course, would be unknown…
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Hi Phillip! Just to reiterate my question - any way to prevent a general user from applying?
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Hello! On that same note - how do we prevent someone from having access to the User's group. We have several vendor/contractors that we want to allow access for time entry but do not want them on the User group. Thanks for the help. P.S. I tried creating a custom center with custom tabs but I see that Home, Activities and…
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Thanks, James! Please ignore my "hellooooooo" messages as I was hoping that they would trigger the change in status.
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I'm very grateful that I found this thread as I was thinking I was crazy to see the "Awaiting Customer Reply" status for months after I've replied. Even sending followups has not worked. It might behoove NS to send a request out to all users who have cases over X months old and are in a "Not Started" or "Awaiting Customer…