3945447 Newbie

Hi Iby, I had the same problem. I think it is now a separate chargeable module/version of Adobe's product set. However, we found that the basics needed for creating documents with merge fields were still bundled into Adobe writer v5 (not sure if the name is exact but its v5 anyway). Hence, if you can get hold of that…

Hi Nate, We had something similar. I believe its possibly linked to the payment terms used - which may be set up at customer level and be causing the selection of the cash sale form. Having said that, I never really got to the bottom of it. Instead I simply configured my transaction forms such that cashsale was not…

Hi, Just an idea but could you use the partner feature as a workaround? While the leads will not appear as child/parent you can assign leads to a partner and this partner field could be used to group all the leads of the customer. I appreciate this is not the neat solution you seek and agree that feature would be helpful.…

Hi, I too have been disappointed with some of the reporting - many fields seem unavailable and format flexibility is limited. However, it appears there is much more available in saved searches. It might be worth trying that area of the system to create this data output... Hope this helps, Mike

Hi, we have used a NS partner to create this for us. I would recommend it as its cheap and works exactly as you propose. The partner is BuebridgeOne. Jon is a contact: Jon Ryan [jryan@bluebridgeone.co.uk] Good luck, Mike

Hi Scott, are you using an "online customer form" which is something you set-up under the marketing options within Netsuite. If you use these you have access to all of the customer record fields to capture information you need, which of course includes phone number. Hope this helps Mike

thanks everyone - will try these ideas - seems a lot of hard work for such an obvious report...hurry up with that enhancement NS!

While generally happy with NS this is also my biggest disappointment. As per earlier contributions, I agree there is a need for some major investment in this area. Like an earlier writer, we moved from Salesforce just over a year ago. I have to say NS has the edge overall - which is why we are sticking with it. However, it…

HI, just an idea but perhaps use the knowledge base and create controlled audiences for the topics as you publish them. Each rep would have their own topic accessed by them and their boss. Hence, the boss sees all topics and the reps just their own. Clearly there are other limits with what can then be shown within the…

Hi, yes I had a similar problem recently. The problem seemed to relate to the themes I had chosen for the KB. I got the same message and reported it - I thought it got fixed. For what it is worth my issue number was Issue 129197 and Case # is 605043 I have now set my knowledge base tab to use "Standard Dense List Layout"…

yep - seems to have done the trick here too. thx, Mike