3951708 Green Ribbon

The value that I have for {custentity_monday_from} and {custentity_monday_to} are of course times (i.e. 9am, 10am, etc.).

It's filling in the fields with the first day of the month that these time field was populated -- how weird is that?

Voilà! That did it. :)

Voilà! That did it:p

Anyone ever figure out how to determine how long a customer has been in a certain status?

I have several uses for this functionality, none of which involve transaction records but time. I'd like to use it source a custom field that tallies the number of hours on a project from a certain date, then use that field in another saved search (I wonder if that's possible?) Or a field on the employee record that shows…

Thanks for that general answer, and I did take a look at jQuery Essential Training on Lynda.com, but in the interests of time, could you offer something a bit more specific, like the code neccessary to make the field still editable when a variable has been passed to it?

What is the best way for a customer to update their contact information? I've tried the online customer form route, but when I pass url variables into the form, the data is non-editable, thus defeating the purpose. I suppose the only way is for the customer to log in????

Talking about the task record, I've been tracking time there and notice that the "Actual Time" field doesn't tally the time entries I make--anybody know what's up with that? Update: After researching this, I beleive the task must be tied to a project in order for it to sum time entries u.p

If u r the creator of the list u will be able to add to it in any role-- I believe

You can also use Workflow to Set Field Display Type by role.

Thanks all. Krish0nan, that's a good solution for handling applicants for a job. We have a databank of workers that we want to use NS to handle their resume data--essentially we want an internal Monster-com, where these part-time employees could go and update their own resumes.

Thanks, I've contacted them

What if you have a list that has several subsets, like several billing codes for several departments. Instead of having your user scoll down a list of 100 codes, have him first choose his department then through the miracle of filtering have only his codes appear.

As long as you check "allow mail merge" in the custom record setup , you should be able to merge from it

You can't use bulk merge for custom records

bulk merge uses groups, and you can make a group from the "fab five" record types; you can create a template from a custom record type, just click the text editor radio button and they should appear on the list

What about a adding a button that creates a pdf from the online form so that users can then print it out--anybody successful at that?

Just curious--you didn't want to post it to the customer center b/c it was too hard to figure out and the customer center so limited?

Why doesn't NS offer a mobile-ready e-commerce site-that is the question. This is 2014. Anybody do a Wix-NS arrangement?

I was just looking at a demo of NS "Advanced Projects" and it had a Gantt Chart.

How can nlapiMergeRecord() create PDFs from a list of custom records off a saved search?. I have a need to merge about 20-30 custom records into PDFs at the end of every month and I don't want to do it one by one.

We sell a service (language training) at an hourly rate and customers prepay with a customer deposit that always matches the sales order. I'm not an accountant, but a possible work-around could be to put the SO # in the memo of the customer deposit, then customize your view on the transactions sublist to show this memo…

Nick's script didn't work for me. Does it still work? I couldn't find any info on the UpdateRecord API in NS????

Yes, that's what my controller said today as well. Strange, but I can't find anything about this in any of the release notes nor anywhere on the forum???. It's cost prohibitive for us and we're looking at Paychex.

Yes, we've been using them for over 6 months. Integration is simply a well-formatted CSV file. We'd like to use their time tracking, but how to export it back into NS so we can bill customers?

My Paycheck and Employee Payroll Item saved searches throw unexpected errors all the time--anyone else having this issue?

Yes, I have a client who asked for this. I've never done anything like it before and thought it strange and probably the result of some ill-thought out business process. They want to restrict employees to certain customer records, where certain customer records can only be viewed by certain employees. At first look, I…

I was under the impression that employee centers were priced like customer centers (unlimited) on our service contract. That's not the case. I've been told they cost 1/5 of a full access user. Based on that, I guess we'll keep on mailing pay documents. Anybody getting their bang for the buck on ECs?

My NS for dummies says that these roles are fully customizable?? I work for a small company and will become admin shortly and that will be one part of my job--giving employees the correct priviledges and roles.