Can you put Tableu's data back into NetSuite's dashboard? And is it 2K per seat for people going directly into tableu or viewing the resport built by them. Birst looked like a great tool but we were quoted 20k - too high for our use case. Anyone else have ideas/tools on how to build better reports/graphs? We mostly need to…

How did you have NetSuite log them into multiple customers?

Also, what role drop down? I dont see that.

One option would be SSO- where you keep the authentication with their current account and pass those credentials to NetSuite. But you are probably best to bite the bullet and tell them you are migrating systems and they will need to set a new password. If you use account IDs or other unique indicators maybe that could be…

I' m also interested in what reference my account means...

We added a script so whenever they try to access any transactions on the webstore, it checks to see if their password had been changed and if not, requires them to change it via a pop up before accessing anything. I still have no idea why they would give the force password change to virtually every other role and exclude…

We are also looking at redoing our website so I have been looking at sites and the new ecommerce capabilities. They have definitely improved them recently. I found that by doing a google search on https://checkout.netsuite.com I found some other sites. I also found some by searching for netsuite website design (firms). I…

I will look into assemblies, not sure what those are. The item group would do what I need except item groups cannot be purchased via the webstore :(

We would like to be able to make so that when a customer enters the customer center they default to a different tab than the customer center. Does anyone know a way to make this happen? I dont know if this will work for you but we created a custom login page (see help-…

We just passed over the phone number in a URL from Avaya. We are moving off of Avaya now!

I posted on a Jira site and someone who had integrated posted the below. We have Jitterbit internally so we might try to use that as its the same concept. _--------------------------------------------- We commissioned WDCi to write us an integration process using the Dell Boomi Atom cloud service. Here is the case study:…

Actually if you have the revenue recognition module you can commit revenue from the sales order when you "recognize revenue upon rev commit" from the sales order. We process all direct sales team sales orders with this option and post the revenue schedule from the sales order, thus disassociating revenue rec from…

That was also our experience. We had a follow up all with them after Suiteworld and they quoted a "special" price. When I asked about the Express Edition they said it does virtually nothing and didn't want to bother with us once they realized we were not going to buy. We had seen the product before and it was very nice,…

You still cannot get to opportunity items in the transaction search

Anyone else? It seems like only a few SQL statements are supported in searches- and none which allow me to do a regular Count. Any ideas for work around? Maybe via custom records or something?

Thanks Kelly, your thread led to me the discovery that if I select count as group type plus use count({field name}) it will give me the total number of records in the field, not the distinct ones. Thanks!!!

Thanks Richard, that is a good suggestion except I need counts of a couple of different fields within the same table. Thanks for responding though.

How do I turn the transaction timeline off? It is generating a lot of errors in our account- logged by CUSTOMSCRIPT_TT_SERVICE_SL and CUSTOMSCRIPT_TT_USER_SERVICE_SL

I really dislike user-specific preferences for things like this. I should be able to specify that its docked at bottom globally and then if you want to let users change it under preferences fine, but that should not replace global settings. I originally set it up for bottom docking globally, then that setting went away and…

There was also a product called Eventify by Tavano that you may be able to leverage to manage service appointments- I think I've seen other job scheduling add ons on the ap page too. I was also curious on the car dealership "act" whether that scheduling was the resource mgmt in SRP or something else.

You can create custom CRM fields and source them from the customer list. We pull in FN, LN, title and other things from the customer record on cases this way. You can also do it via workflow.

Thanks so much Cwhelliiston- that solved the forecast problem. How did you align the transactions? If i group on trans date it cross joins to every forecast vs. just it's matching forecast. Did you use a formula to define the transaction sum?

How did you structure your custom record? If I have a forecast value of 100, when I run an item based search it is adding up 100 for each row of transactions that I have grouped into a monthly period. Making my forecast look exponentially higher.

I'm interested in this as well. I understand there is an ability to publish a custom portlet but not sure on the details.

Is there any update on this?

Thanks Joseph- I will look into this.

Are you still wanting to discuss UltiPro integration? I have an issue here as well.

Corey- I have been told by support and proserve that you cannot import attachments via csv, which makes sense. We left ours in our old system and put in the url to the hyperlink back to the original record.

Our sitebuilder sites are taking 5 minutes to load if they load at all.

We are in Virginia- its been up and down for over an hour.