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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
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Hi, Did you ever get anywhere with this? I've just been doing some testing (in Production environment as I needed to look at meetings created via Outlook Integration) which involved me looking at the access of meetings created in Outlook when they synchronise with NetSuite and am having similar problems..... If I…
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Hi, Did anyone come up with a solution/explanation for this? I have a user with 1400+ Contacts duplicated in her Outlook address book & duplicated in NS as well! Not entirely sure how it's happened/sequence of events as it's only come to light some time after the event. Some of the Contacts appear to have originated in NS…
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Hi Case no 704464 raised in respect of this problem. Christine
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Thanks for the feedback, unfortunately neither the 'Number of Rows in List Segments' (set to 50) or the 'Maximum Entries in Dropdowns (set to 200), have any impact. It's the 'Max number of records to display in results' value on NetSuite Options -> Preferences from within Outlook (with a range of 1 - 20) that's controlling…
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There's also a similar enhancement request:- Enhancement 202881: Ability to set User Preferences for a given role by an administrator and through scripting
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Hi, There's an outstanding enhancement request for this:- Enhancement #208422 - Calendar Events > New Role/User > the ability to choose the default Event Access for new Users/Roles in Setup > Company > General Preferences We now include setting the user preference "Default Event Access Setting for New Events" to “Public”…
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Thanks for the feedback - I'll look into setting up a task saved search e-mail alert. Christine
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The group member fields are generic fields that apply to all types of entity records including contacts. There is currently no join for the CRM Group search that allows you to get explicitly to contact data. However could you do a contact search using the group filter? Yes! - I missed this selection criteria - Thanks
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Yes you can. The help is fairly useful on this, see:- Suitebuilder --> Custom fields --> Creating a custom field --> Setting Filter Criteria & Suitebuilder --> Custom fields --> Creating a custom field --> Multiple Dependent Dropdowns That should give you a way forward. Christine
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OK - And I've now realised that I can set filters on the Item list to get my required values on the Field set up - so problem solved!!
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Thanks for the suggestion, but doesn't really help! I'm still left with the "Attach" button which now allows users to associate my "Services" custom records to multiple Customers - something (again) we wouldn't want. Any other suggestions? Christine
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Coming at this from a different angle, does anyone know if you can trigger a script to throw an error when the "Attach" button is pressed?
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Hi Mykelsantos, Thank you for the reply, but what I was trying to achieve was restrict the access to the whole record (not just the Custom Field) based on the value of a Custom Field. So for example we would hold a Custom field Category on both the Customer and the Employee record. We would then like to have a Role where…
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We use Open Office to achieve this (Calc is equivalent of Excel), which is widely available freeware.
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Hi Everyone, Please ignore the above, have just checked my import and discovered I had salutation mapped x2 in the import..... once to Salutation and once (incorrectly) to a Custom field with a max length of 15 chars...... That would explain it!:o
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Thanks for the input, but I am keen to avoid generating what would effectively be duplicate addresses (we are already suffering from a surfeit of duplicate data). Does anyone have any suggestions that will avoid this?
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Hi John, Thanks for getting back to me, but the problem I have is 60% of my addresses have empty address labels (& therefore fail in the validation as I'm setting up the import). Is there a way of assigning an address label within NetSuite (without individually editing each address)? It doesn't seem to be available as a…
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FYI - There's an enhancement (#82310) requesting that the size of the e-mail template editor is increased.
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Hi Oliver, Thanks for confirming that they are standard items, I'll go ahead with the filtered list solution on the form then. Christine
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In a script associated with the Address Form in the pageinit function you can disable the "override". Sample script:- [SIZE=10px][COLOR=#7f0055]function[/COLOR][/SIZE] addPageInit(type) { [SIZE=10px][COLOR=#7f0055]if[/COLOR][/SIZE] (nlapiGetContext().getExecutionContext()==…
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Hi Mathieu, Thanks for the reply - I guess if a pop-up window isn't achievable then a new tab is the next best thing! FYI - NS tell me there is an open enhancement:- "Enhancement # 165020 - Ability to have link to open any record inside the Sublist and view it on a pop-up window." Christine
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If you use the Import of Customers & Contacts together & select to 'update only' you can link Customers to Contacts. You only need to specify the name/ID (ie. internal ID, External ID or name dependent on which suits you best & which you specify on the imprt mappping) of both the Customer & the contact. I haven't done this…
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Also experiencing same problem - case replies to Customers are being rejected (same IP)
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Update (in case anyone else has the same problem): Problem resolution is to set the "External Case Form Redirect URL" to:- https://system.netsuite.com/app/center/card.nl NS contacted me about this the same morning. (Would have been better though if this issue had been resolved in Beta testing when it was first raised!)
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I can't get to the Sandbox either - just hangs on the login page.... Christine
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Hi Did you manage to resolve the issue with shortcuts being added when the dashboard is published? I am experiencing this problem - publishing the dashboard with the shortcuts unlocked does not seem to resolve the problem for me.... Christine Hmmm - might have found a workround... It would seem that for any users that had…
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Thanks for your feedback. We're already monitoring Opportunities and Meetings so I guess we'll go with that for the time being. Christine
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Hi, No I hadn't - Works a treat! Many thanks Christine