3964924 Newbie

Hi Nir, You can add the following Filter on the Criteria tab: Default Shipping Address = Yes Since this is a List View, to edit the Criteria: 1. On your Customer list, click Edit View 2. Click the More Options button 3. On the Criteria tab > Standard subtab, add "Default Shipping Address = Yes" 4. Click Save Hope this…

We have set up sales rules and sales territories where sales rep are getting assigned from a country field in address of Lead/Customer. When a new customer/Lead is created with address fields added in it then sales territory and sales rep gets assigned according to rule on save of record. But assignment doesn't happen when…

I understand the unsubscribe footer is currently not customizable and there is an enhancement (#180802) for this. In our marketing campaign, if you click the “here” link in the “click here to report email abuse” it attempts to open a page on our public web site, which has a 401 error. We have no page to report the abuse,…

has there been any movement on this? can we still not import campaign responses? It is still an enhancement tracked under Enhancement 167691. However, you can also explore using web services to add campaign responses to an entity record. SuiteAnswers article for reference: Campaign Response Answer ID: 10875 Thanks! Erwin L.

We use Advanced Promotions. I've customized one of the entry forms and checked it as Preferred but it does not come up when I create a new promotion. Does anyone know why? The "standard" Advanced Promotion forms are being used primarily by the Advanced Promotions bundle scripts. These scripts are locked and cannot be…

has anyone has any luck getting NetSuite for Outlook working with SAML Single Signon? Using NetSuite for Outlook with a Single Sign-On-only role is not supported (NetSuite for Outlook Administrator's Guide - Answer Id: 26883). You can instead use Token Based Authentication for use with NetSuite for Outlook. There was a…

Hello, Our training coordinator schedules the same course for five different locations, each month. I do not see a way that she can simply copy last month's scheduled event and change the dates for that location. I also am not finding anything in the NS Help area. Is anyone duplicating/copying existing events? Any…

Anyone know where to modify the Calendar Event email template? This is the email that asks if you want to accept or deny the event. I thought it would be in the system email templates section but I didn't see it. Thanks in advance! Hi Marcus, The calendar event emails are hard-coded on the backend and cannot be modified.…

How do I remove the Company (or Customer) from the Attendee list on an Event? When I manually remove and save, NetSuite automatically adds the Company back as an Attendee. Given it's been a while since this was posted, upon testing, I don't experience the behavior described. When an event is created from a customer record,…

Inline Editing the Comments / Message field on a Phone Call (or a Task) record is currently not possible and is logged under Enhancement 120051. A common alternate solution for fields not inline editable would be to use a Custom Field on that will trigger a workflow/script which sets the value into the said fields. Erwin L.

Hi Ben, The email template sent out via Print Checks and Forms is currently hard-coded and cannot be customized. There is a related enhancement for this ability logged under: Enhancement 140758 - Transactions > Customers > Generate Statements/Individual Statement > Email: Allow users to customize the subject of the email,…

While there is no defined way to create email that is supported across all browsers, OS or devices, you can check the following SuiteAnswers for best practices and recommendations in creating email templates in NetSuite: Best Practices for Designing HTML Templates for Use with Marketing Campaigns and Email Templates Answer…

It is not possible to modify the behavior of the automatic Case Update Email notifications. Given that the script may have more updates (6 times a day) than a rep on a single case record, you may use a different approach. You can turn off the Notify Assignees on case Updates and then use a Case Saved Search Email alert…

Thank you, but I want to know who opened it & how many times they opened it, each recipient. The campaign response summary just shows an overall view. Hi Amy, You can customize the Campaign Response Detail Report by adding either or both of the following fields: Email or Name. You can add these by expanding the fields:…

Hello all, I've created a promo for (buy 1 x t-shirt, get 1 x scarf) for our web store however on the web store it is not working correctly. For example: Customer buys 1 x t-shirt, 1 x trouser but gets 2 scarf free even though the saved search criteria is set to be free scarf for t-shirts only. Is there a formula i can do…

I've got a report of users with closed cases. Our customer would like to include users with zero cases closed on the report to have the full picture of their staff. Is there any way to include employees with no case count in a report that counts closed cases? Closed Cases reports only returns cases that have been closed,…

When our order processor creates new customers they are set as the sales rep in the customer record, and resulting sales order instead of following the rules in Territories. Is there any way to change this behaviour? If an order is placed n the web then everything is correct, but Netsuite defaults the sales rep to the…