Where is this reference workflow?

What is the field to find the date that the invoice was paid in full?

Kyle did you find a resolution to this?

paravion, what did you end up doing for taxes? We are unable to figure out where to file the transit taxes for CA.

Has anyone had experience with lockbox for payments. We wold like to be able to scan the remittance advice and have it imported in and applied. Many banks provide this service, but can Netsuite handle it either through the barcoding technology or invoice number recognition. AIK72 did you get an answer to this? We'd also…

Did you find what was causing this? I am about to turn on this email case capture- any tips?

Thank you Olivier!

Actually another question on this. If I embed the tags in the template, the sales rep still has to add some custom text. Do they download the template with tags, upload it with their custom text added, then attach to the transaction? I am not clear on how the tags get filled in by NetSuite before the customer sees them.

Well templates are just accessing a like a word doc right? I guess I was thinking maybe something that used fields from the sales order to dynamically build out a document. Like populating customer names and the itemized order, but also have other sections that could be built out like specific deliverables, etc.

would this incorporate the case ID in the email headers so it could attach back to the case? Otherwise responses are going to be orphaned right?

Srodriguez, did you do that via script or through custom records/hmtl passing?

Thanks K- your response was my last design proposal to the team but I hadn't actually tried it - good to get validation! Thanks for taking the time to respond.

On the online form check the box that says create as companies. It will make the user the contact.

Amy, have you successfully applied the suggestion by srodriguez? It's being worked on. Will post an update with results!

Mike/Brett, thanks for the responses. Brett, on the custom template what does that mean? Do you mean a custom external case form? or are you talking about the website template?

This did work, fyi. So we were able to send out campaign emails with the data we wanted prepopulated in the form from their record and then they can either submit it as is or edit it. Thx to all those who provided input!

I need to add captcha- any ideas on how this is done with online forms?

We would love to see this as well. We have scripted some pseduo revenue impacts by taking the line items of opportunities and calculating their amount against projected start and end dates and then calculating how much revenue would occur this year if those dates held. So we end up with a net year revenue impact that we…

Marty, When you say workcenter does that mean a new role? We created a new role and applied the dept filter- people arent thrilled with having to switch roles to see the financial reports but it was the best we could come up with.

We struggled with this as well and eventually ended up doing the hardcoding. Further, we didnt want to give access to all financial reports (as was the only option if we enabled *any* financial reports) so we created a new center with very restricted views to allow people to run their specific reports. The common…

Did anyone find a resolution?

Thank you!

How did you hear about it? I wonder if I could use this a sort of User Voice for customers to vote on enhancements?

You could assign a search to a the role that always filters OPPs to them if you are fine not giving them any search writing or edit abilities.

I am about to deploy 8x8 - does anyone have any tips for configuration? Do I need to enable something other than the 8x8 bundle to get click to dial enabled?

Thanks rjonsun. We ended up signing with docusign last week. I will send you my email in PM.

I have been looking at the RightAnswers knowledge management system on and off for a few months and found out recently that they are now able to integrate into NetSuite. I am curious if anyone is using this integration and if you could share your experience with me. My initial encounter with RightAnswers was "ok" but would…

I dont know if this is very practical but we discovered by accident that if a rep has the Set Preferences, User Profile section filled out, it uses that instead of our customer support email. If a rep was assigned to a specific brand you could try using that to populate your second email.

You could script it pretty easy, though. Use a custom field of type employee to signify that you want to send a BCC. Look for {outgoingmessage} and use nlapiSendEmail in client save record and clear the custom field after. I think. Might could do it with a workflow too. Seems like adding a BCC field to the inherent email…

What did you end up doing with this?