3954130 Newbie

You can create a saved search to track the campaign responses and then only the bounced emails. 1. Go to Lists > Search > Saved Searches > New > Campaign. 2. Criteria tab: Response Details is any of: Failed - deliver failure Failed - invalid address Failed - miscellaneous delivery failure Failed - other Failed - spam…

If the group has been used to send a marketing campaign, that group will have a relationship with the campaign and thus you need to delete the campaign before deleting the group. As this is not recommended, you can just set the Customer group to inactive.

Email campaigns can only be sent to records in NetSuite. Thus, you need to create separate records for the recipients. Since you already have a CSV file, you can edit this and add the required fields on your Customer form (ex: Company Name, First Name and Last Name) and perform a CSV import to add the records. Once the…

Hi filterqueen , Answers below: What's the difference between an email campaign and an email marketing campaign? >> These are the same. Email campaigns are sent through marketing campaigns. Is the 'plain' email campaign the same as Bulk Merge Email? >> These are different things. Email campaign is the email sent thru a…

With the new Freemarker template, you can use the ${entity.custentitysalutation}. This can be used on both email and marketing templates.

You can create a Custom saved search and use Campaign Event as a filter. 1. Go to Lists > Search > Saved Searches > New > Contact. 2. In the Criteria tab, add the filter: Campaign events is any of -None-. You can add more filters if needed. This checks the Campaigns under the Marketing tab of the Contact record.

Hi Kristina, Did you just install the NetSuite Outlook bundle. If you don't have any custom configurations, I would recommend uninstalling and reinstalling the NetSuite for Outlook bundle. If this did not work, we have a custom script that we ask customers to run on their account. Just update me if reinstalling the bundle…

Hello CailynM, There is a limit of 10000 lines/records in an emailed saved search. You need to limit the results by adding more filters to your saved search. If you wish to be updated regarding the status of the enhancement, kindly submit a case and request to be attached to Issue 152967 - Ability to show more than 10,000…

Based on the case interaction, the script was not sent to you back in September. Can you schedule a call with the rep to rectify the concern?

Just an additional note to this, the alternate solution is to create the task in NetSuite instead of creating it in Outlook.

This is not possible as of the moment as the addin only looks at the Owner/Assigned To field on the tasks. We have an enhancement request filed requesting for the other fields to be available for task sync. You can file a support case and request to be attached to issue 287239, or just vote for it. Thank you.

Lina- when will it support things like .PPTX files? We cannot save our version of office documents which is a real issue. Hi Amy, This is being investigated under Issue 254250. Alternatively, you can save the powerpoint file as PPT instead of PPTX. Thanks!

KristinaAlt I got in touch with the rep and he will touch base with you on this. He will send the script file and the steps on how to run it. I'll monitor the case. Thanks.

You can view all events regardless if you are attendee or not if you are logged in as Admin.

The {drodpdownstate} field is similar to {state}. It is just the field ID when on View mode of the customer record. You can create a search, Type is either Entity or Customer then add this filter under the Criteria tab: Formula (Text) {state} is empty.

If you mark any option under the Applies tab, the custom field gets added to the Standard and custom forms automatically. Example: Sale > This gets added to sales related forms (SO, Invoice, Cash Sale, etc). You can apply the field selectively to the form by not marking Sale, Purchase, etc. under Applies to tab then click…

Hi kctodd7 , You can create a custom field on the sales order that would source the values from the customer record. Pls check this article: Setting Sourcing Criteria https://netsuite.custhelp.com/app/answers/detail/a_id/10099

You can create a custom transaction column field to display the line number: 1. Navigate to Customization > Lists, Records, & Fields > Transaction Column Fields > New. 2. Enter a Label (ie. Item Numbering). 3. Type = Free-form or Integer. 4. Uncheck Store Value. 5. Applies To > check Sale. 6. Validation & Defaulting >…

Hi AGMNS, You can set the permission of the roles to View only for the custom record that you sourced. You can set the Access Type to Use Permission List then add the roles and their appropriate permission under the Permissions subtab. You can check this article for detailed info: Setting Permissions for a Custom Record…

Can you confirm if the Store Value checkbox on the custom field setup is unchecked?

Hi Brad, I believe it will only calculate and display the value once you save the record. Can you try?

Hello, we have a defect filed to confirm with our engineers what the Address record is for. It is logged under Issue # 337217: Custom Transaction body field (list type = Address) shows blank list and does not have option to create new.

Make sure that the Data Handling selected is Add. There shouldn't be any limit. However, we encountered some issues when the list being imported is more than 2000 rows. Try to import 2000 or less rows at a time and check if it will work.

This might be caused by the restrictions on the role used by your sales reps. Can you give details on what restrictions are set (employee, class, dept, location)?

Hi steven_stewart , What is the Access Type set on the Custom record? It should either be No Permission Required or Requires Custom Record Permission.

Please try : ${createdfrom.fieldID}

Yes, you can import a Customer list via CSV. You may want to add a reference on the import (like External ID) for easier reference when adding the customers in your Static Group. You can also check article 8933 on creating static groups.

Hi kwiersma , You can save the image in the File Cabinet then use the URL generated once you have uploaded the image. Make sure to mark the "Available without Login" checkbox on the file setup so you the image will render outside of NetSuite.

Hello eleran , Is the email based on a saved search or on a workflow? Can you try manually triggering the email and send a test email to yourself? If there aren't any problems with sending or receiving emails from other records such as campaigns, transactions then DKIM is not the issue. We might need to check on the search…

This worked for me. You can just change the URL and it should be data center agnostic - remove na1 if needed. test <a href="https://system.na1.netsuite.com/app/accounting/transactions/estimate.nl?id=${transaction.internalID}"><${transaction.id}></${transaction.id}>;</a>