3945500 Newbie

I figured it out. The email/s that need to be verified are those that are "sending" the campaign, those to be listed in the "From" section. Verification of your contact's emails is not required. Carolyn

Do you want your image to actually appear in the text or as an attachment? I just started working with campaigns and I got our logo/image to appear in the template without loading it into NetSuite. If you have the image on your computer as I did, this is the coding I used in the Marketing Template: <html> <body> <div…

I've tried using Intellisync and the Outlook Integration. Using Intellisync, only 11 exported to Outlook. 1. Using your instructions, I went into the Sales Rep's Customers and found that "primary" was not checked. I only had him at 100% contribution for the majority of his Customers. Once I did this, all his contacts…

Thank you for the clarification and tips. Carolyn

I can tell you how to do a few of the things you are asking... 1. To remove PO# and Project: When your in Edit mode for a Sales Order, click Customize: Screen Fields Tab. PO# is listed as "Ref. No." uncheck the box that says "SHOW." For "Project"- Printing Fields tab: Body: uncheck Project and Ref. No. For "Description"-…

We are having the same exact issue and haven't figured out why or how to get the Item back at the top either. Carolyn

First time filing a case. Is this what you need? Case# 710740 Please provide detailed steps to reproduce the problem: 1. Transactions: Sales: Create Invoice 2. Choose Customer, put in Item & $amt, check off Billable Expenses 3. Hit Save & Print 4. Result: The Billable Expenses are listed first. Expected Result: The Item…

That did the trick. I went into pdf transaction form and inserted the field. Thanks, Carolyn

Well, I almost got it... I can get the Total Due/Amount Remaining number to appear at the top. Awesome. But it just puts the number in. No $ or comma. So the total looks like "12574.22" In Customize PDF form, I added a new custom element in the top section where the Element Field/Text is: {total} I've also tried…

That did the trick. I went into pdf transaction form and inserted the field. Thanks, Carolyn

Ok thanks. I found that and was able to change our ProAction Center to allow employees to add files. I thought Adding files to the File Cabinet was an Advanced Employee Center Feature and the basic employee center for the "lessor" price per user could not.

Another way to print the details is when Viewing your report, Right Click and go to Print.

This might be a work around for you. It's not the prettiest view, but until the enhancement comes... The biggest hangup we have with this search is the Date field. The date shown is the date the expense report was submitted/typed in the main part of the expense report. NOT the date each line item was incurred. So when you…

Ok. We don't use Payroll or NetSuite to pay/write checks our employees salary wise. That is Outsourced to another company. We just journal entry the payroll each month. Our CFO approves, prints, and signs the Expense report checks. So based on what all of you said, what we do, and to double check that I understand you…

Great!! Thanks for everyone's help.

Thank you so much!! It worked!!!!