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3945549 Newbie

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  • Hi Steve, I just edited the Support Person role to have Employee Restrictions=own, subordinates and unassigned. If I login as a Support Person, I can see all unassigned cases as well as cases assigned to me, and the Support Group that I am a member of. I cannot see cases that are assigned to other support reps, even those…
    in Limit view of queue by territory Comment by 3945549 Sep 3, 2009 6:24PM
  • Hi Steve, I tried replicating your concern and here's what I did. Employee Restrictions=Own and Subordinates Only Allow Viewing=No Then I created a custom case saved search with the following setup: Available as List View=True Available as Dashboard View=True After this, I logged in as a Support Manager (or any Support…
    in Limit view of queue by territory Comment by 3945549 Sep 3, 2009 1:32PM
  • You can define users who have access to the Resource. Try the following steps: 1. Edit the Resource 2. Under the Calendar Preferences tab, set Sharing = Defined Below 3. You can then add the users you want to give access to this Resource Calendar. People who have access to this Resource Calendar will be able to Edit/Create…
    in Group Editing of Events Comment by 3945549 Nov 10, 2009 10:28AM
  • There's also a setting under Setup > Accounting > Accounting Preferences. Click on the Order Management tab, in the Fulfillment section, there's a checkbox called "Send Order Fulfilled Confirmation Emails".
    in how to remove the feature that send fulfillment confirmation email automatically? Comment by 3945549 Nov 10, 2009 9:55AM
  • Hi Adam, Make sure you are tracking Contact Duplicates based on Email(Full) so that Netsuite can properly log cases created through email under the correct Customer record. You can go to Setup > Company > Duplicate Detection. Detect Contact Duplicates=True, Fields to Match On:Email(Full). Hope this helps!
    in Create case email. If Duplicate emails exists then case create under Anonymous Comment by 3945549 Nov 10, 2009 10:45AM
  • Hi, I found a couple of enhancement requests related to your concern. You may vote on these through the Enhancement Voting tab in the Netsuite Support Center or call the Support line or file an online case and request to be attached to the following Enhancement Requests. #1 91675 - Online Customer Forms: allow user to…
    in Sales Rep Field & Creating Other Record Types Through Online Forms Comment by 3945549 Sep 22, 2009 5:05PM
  • Hello John, After creating (saving) the Estimate, you can do the following additional steps: 1. Click on Message subtab in the Estimate. 2. Click on the Email button. 3. On the Email popup, click on Attachments tab. 4. Check 'Include Transaction' to include the Estimate when you send out the email. 5. On the Attach…
    in Attachment to Quote Form Comment by 3945549 Sep 22, 2009 5:13PM