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I'm not sure that would work for what I'm trying to do as they're two different record types. I've created a saved search of customers and turned them into a dynamic group. I've then clicked the 'Group contacts' button to create a dynamic group of all the contacts of the customers found by the search. The problem is that…

Just got this message from LinkedIn to confirm my email address. This is the kind of thing we need: LinkedIn [COLOR="Black"]Click here to confirm your email address. If the above link does not work, you can paste the following address into your browser: https://www.linkedin.com/e/cnf/vERIt2Fi5L-eEv/[/COLOR] The thing is…

Unfortunately not, that link would get stripped too. Not sure if one can put images in the subscription email anyway.

Hi Phillip, is there anyway to get the bulk merged letters, emails, etc. to show up under the messages tab alongside individual emails and also when the 'Show Activity' button is clicked? Or is it only possible for them to be on the seperate tab? Thanks, Asher

Thanks, Jamie. I did just have to wait a bit, it all worked in the end without changing anything. To anyone from Netsuite: you might want to mention the wait in the help files, it'll probably save a few calls to support.

I have just set this up following exactly the instructions in the user manual. I'm not with GoDaddy, but could make it work with my domain name registrar pretty simply. However, when I click on 'Verify DNS Entry' I get Your DNS DKIM entry could not be read. Do I have to wait a few hours for this DNS entry to propogate? On…

The only way I figured out to print a large number of merged letters and mark the files is to perform the merge in Netsuite - which marks the records as having had that letter sent to them - but don't print from the resulting zip file. What you do now is use the same saved search to export the records you want to merge to…

Thanks, excellent suggestion, Monkey Merge works great. This tip really should really be put in to the user manual becuase without this kind of functionality the merge is just unuseable.

Any news from any Netsuite staff on a date for release for this yet (and a probability that this date will be met)?

I totally agree with the need for some way to create some basic scripts/workflow without being a developer. I would dearly love to learn how to write SuiteScript, but I have my main job to do. Netsuite was sold and bought as the way to simplify and automate our CRM/accounting/database tasks and thereby reduce the amount of…

Thanks for the quick reply, Phillip. I will file a case, I thought it must be the right field I was searching on, but in case I was just overlooking something I wanted to check here first. Asher Update: case created #898013

Thanks for the quick reply Evan. I've had a look at my preferences and that's already ticked. It seems to use keywords when attaching Contacts to Customers, but not when attaching Tasks to my custom record. Any other suggestions?

I've just encountered exactly the same problem. Did you manage to check Evan, and if so, what was the answer? Thanks, Asher

Thanks very much Cecilia. That was it, I also set the lower columns as 50% each, rather than a specific number of pixels, which has fixed their alignment. All the odd code was because I was using nvu (and then adding stuff in in Notepad, as it didn't like the <NL...> tags). I wanted a WYSWIG editor as it was the first time…

Thanks, that's a great suggestions too. That's all really useful. So my plan of action is basically: [LIST] [*]Backups [*]Record-level scripts [*]'Test' location [/LIST] Thanks all for your suggestions.

Thanks Olivier, that's very useful to know I'll look into that. Asher

Thanks Andrew, that sounds very sensible. What we're looking at isn't too complex, but obviously I do want to limit it. One of the things that we want to do is to update Customer records after certain items are purchased. Would it make sense to copy the Invoice form and then test the script to run when that is saved? Then,…

You are not the only one having trouble with templates. We've pretty much given up on doing anything even vaguely sophisticated with them (if you can call pulling fields from a parent Customer into a letter to a Contact even vaguely sophisiticated). We normally end up exporting stuff to csv, doing the merge in Word and…

Try changing 'Maximum Entries in Dropdowns' (Home > Set Preferences). As far as understand it if this number is greater than your total number of items this field will be a drop-down. For our users who would prefer alwasy to type in the first few letters I've set it to 0 and the field is always a search box now. (I also…

Has anything been done about this? Here is my problem: [LIST] [*]Customer A runs a competition, the prize being Product 1 (a subscription-based product we sell). [*]Customers X, Y and Z (all existing customers of ours) win. [*]I need a transaction to show that Product 1 was bought by X, Y and Z so that when their…

OK, so I managed to fix the problem. I'm sure Netsuite Gold Support could have helped me too if they'd paid attention to all the details I'd laid out for them in my emails. Anyway, enough moaning. The problem I was having is that I'd checked 'Overwrite missing fields' in the advanced options. Apparently this doesn't work…

Thanks John, I have filed a case, once I get a response I'll update here if it's anything that might be useful to anyone else.

I am also getting the error 'null' when trying to update Customer records. This is the process I have gone through, any help would be much appreciated. [LIST=1] [*]Set up additional custom fields in Netsuite (these are appearing fine). [*]Created CSV file with Customer ID (which is unique) and data for custom fields (and…

I have a similar problem that I/Netsuite have also never been able to resolve, but I did figure out a work around. When I upload PDFs from my work desktop, Netsuite thinks they're HTML files and tries to open them as such. The same files opened uploaded from anywhere else (even with my log in) are fine. The work around:…

I completely agree. I've just done the same thing, sent out emails from this screen assuming the transaction would be attached or embedded automatically. Why else would you have a specific email button on the screen?

This is great for finding entries that are not showing up in reconcilliations too. There's even a tick box to show uncleared only now, which makes step 4 even eaiser. Thanks.

I've added us to this request. It seems pretty vital to me that different Netsuite users can set up what fields they want to be shown in the global search, for us the 'Additional Info 1' and 'Additional Info 2' fields are almost all blank. When I called Support they told me that the info that goes into here is what is…

Many email systems (including Outlook) by default won't let your message retrieve things from an external source, this messes up 'read' statistics in email tracking and I presume would stop it using external CSS as The Wizard of Oz has indicated. The other problem you'll encounter is that different email readers interpret…

As far as I understand them (I've used them a few times) a survey is really just an online, HTML form. So you could create one in just the same way. Just make sure the parent field is the Employee Name rather than the Cutomer name. Then send the link to your Employees.

It has been my experience that you can only merge from one type of record at a time. So you can't merge fields from a Customer and Contact record into the same letter unless the fields are shared between the two. So for instance, if you are merging from a Customer record you can pull in the Name/ID of the Contact record,…