3946004 Newbie

Hello You will be able to run NetSuite for Outlook 2.0 in Windows 7 in compatibility mode. 1. Download the Netsuite for Outlook 2.0 on the desktop. 2. Go to the Desktop. 3. Right click the installer icon then click Properties. 4. Click Compatibility tab. 5. Place a check mark on Run this program in compatibility mode for.…

Hi Citrix is not supported in NetSuite for Outlook. Enhancement Request 109664 - Outlook Integration > Ability to use Outlook Integration when using Citrix Server, was created to add the functionality.

Hi You will not be able to customize the pop-up upsell item list to show the description. You can vote for Enhancement 89910 which was created to add the description to the pop-up upsell item list.

Hello Terrell You will not be able to customize the pdflayout to show lines between each line item. You can vote for enhancement 77664, Print in PDF > Allow customization to use a grid to show up in the Columns section so that all Items are seperated by a line similar to HTML, which requests the functionality. Hope this…

Hello You will not be able to add custom fields to information items. Adding custom fields to Info Items thread was started for the same question.

Hello Jim At this time you will not be able to print an image on you Item Labels. Enhancement 163170 - Setup > Customization > Transaction Form PDF Layouts. > Item Image does not display on a PDF layout for Item Label, has been created to add the ability to print images on Item Labels.

Hello Currently there isn't a way to have a attachement field on a Online Customer Form or Online Form. The functionality exists with on Online Case Forms. Enhancement 68629 was created to provide a way for customers to attach documents to a Online Form. Thank you

Hello Mike At this time you will not be able to restrict access to the custom records by department. Enhancement 15880 was created to add the ability to restrict by department.

Hi You can customize you item drilldow page at Setup > Web Site > Item/Category Templates. Click Edit/Customize the template corresponding to your theme. If you add the navigation portlet to the item drilldown template the navigation portlet will show twice.

Hello Enhancement 95896 was created to add the ability to have the right navigation on all the pages of the web site. You can customize to your item drilldown page to show portlets. For example <NLSITENAVIGATIONHTML> will add the navigation portlet to the item drilldown page.

Can you show only the items that specific customer orders or that you want them to order? You will not be able to restrict which items a customer sees on the customer center. You can vote for enhancement 103102, which requests the fuctionality

Hello At this time the audit trail will not return deleted customers/contacts. Enhancement 66959 was created to add the feature. You will be able to vote for the enhancement 66959 through the NetSuite Support Center. Thank you

Hello At this time you will be able to set a minimum quantity (Lists > Accounting > Item > Basic Tab) but will NOT be able to set a maximum quantity the customer will be able to purchase. Enhancement 107391 was created to add the ability to set a maximum quantity.

Hi The tag for the Weight Unit is unitstype.

You will not be able to add a custom field to Information Items. Enhancement Request 86065 was created to add add custom fields to Information Items.

This is not available "Navigate to Set Up > Web Site > Themes" . What gives? I am not able to see under "Set Up > Web Site " Themes only Color Themes. Please explain Hello Don In order to make changes to the theme you must have the Advanced Site Customization feature. To check if you have Advanced Site Customization…

Also I need to remove the right hand side of the screen where it says: Outstanding Balance Outstanding Orders Open Service Calls Open Estimates Hi Don To remove the Quick View portlet, located on the right hand side, you have to edit the web site theme. If you are using a custom theme: - Navigate to Set Up > Web Site >…

Hello You can select the date (bottom left of the page above the Refresh button) to "this week", which will dynamically change the date to the current week.

Hello You can create a custom Transaction Colum field to show the Vendor name. -Edit the Purchase Order -Click on Customize -Go to Screen Fields tab > Columns subtab -click on New Field -Enter a Label -Type = Free-Form Text -Store Value = F -In Applies to tab -Select Purchase Item -In Sourcing & Filtering Tab -Source List…

Hello Ravi At this time you will not be able to display an image on a pdf. You can vote for enhancement 132378 that was created to add the feature. Hope this helps.

Hello Jim It should had read "You will not" instead of "You will will"

Hello Pete The permission that allows the creation of files also allows the creation of folder (Documents and files in the setup tab of the role). You will will be able to set the permission to allow the upload of files but not create folders. You can vote for Enhancement 118887 which was created to add the functionality…

Hello You will not be able to add a new activity. You can vote for enhancement 118910 which requests the ability to add new activites in Activities > Scheduling > Activity List > New. Another option could be to create a custom record type. You will find help article in the NetSuite Help Center on Creating Custom Record…

Hi Lynn I was able to make the items linkable using the following steps: -Go to customer record > Sales Tab > Items Subtab -View = Item Orders -Click Customize -In the Results tab -Add new: - Field = Formula (Text) - Type = Group - Formula = CONCAT(CONCAT(CONCAT(CONCAT('<a…

Hi Dave The reason you are getting the message is because you are aleady using you maximum provisioned licenses which is two. You have given access to two users. Your account is provisioned for two licenses. You will not be able to access to more than two users. You will be able to see you account provisioning at Setup >…

Hello Klaus You will not be mass update the customer's language. You will be able to change the customer's language using CSV import. Thank you

Hello At this time you will not be able to remove credit card from the remittance form. You can vote for enhancement 77672 which was created to allow the functionality. Thank you

Hello Mark At this time you will not be able to access the systems notes when creating a group saved search. Please file a enhancement request to make the system notes fields available.

Hello Chad You can password procted a tab by selecting which Role has access to the tab in the Audience tab. -Create a new customer center role (Setup > Users/Roles > Manager Roles) -Navigate to Lists > Web Site > Tabs > Edit "tab name". -Go to the Audience tab. --Select the new role in the Roles section. -Give the new…

Hello Nancy To allow a a role to add notes navigate to the role -Setup > Users/Roles > Manager Role > Edit role -Go to Permissions Tab > Lists Subtab -Add Notes Tab -Select the Appropriate permission Level (View/Create/Edit/Full). -Save. Thank you