I would like to see this option as well. Why restrict the record type you can save a message to. I forgot about this post- assumed this enhancement was ready to go. If I need to vote, please enlighten me with a number to vote for. :D

If you want to issue gift cards, they need to be purchased with an Invoice or Cash Sale. To do so, you create a gift certificate item. Then you add the gift certificate item to the Invoice or Cash Sale. On the transaction, you enter in the recipient name, recipient email, the sender name, and a message. You can also set…

Angela - in your case, we have Noah Kamrat as the Primary Contact for IP Gear (formerly Qualmax) and Ian Richardson's email address as the customer email address. So both those indivudals would have been the ones to receive the upgrade email communication. I have updated our records to include you in future upgrade…

Add me to the list of those who have gotten no notices- and yes, my address is current and up to date.

Brian - it looks like you have unsubscribed from email communication from us... that is why you are not receiving the notices of upgrade. We email both the customer email address we have on file as well as the Primary Contact. In the case of Circle of Friends, you represent both but unfortunately have unsusbscribed from…

As stated above, the ability to merge vendors is coming in 11.5.

Why is there absolutely nothing in Help that talks of using the shipping tables? Am I missing something? Even when in the shipping items, and clicking on help, there is no explanation whatsever on setting up these tables. Is this something we just figure out by trial and error? :confused:

Ahh, I stand corrected, Thanks, Malin. Seems all of these hidden drill down fields are not very user friendly. If you do a search for shipping table, it won't take you there, you have to filter through all of the things it does return, and drill down until you find it. lesson learned. Sigh.....

If you accept the customer deposit against a sales order, the deposit will automatically be applied when an invoice is created. Just FYI- Regards, ~angela

Thanks for the reply, where would one start with resources/tutorials on how to do this? I can imagine it shouldn't be too complicated to achieve. Hi Guillaume, The easiest way I would think to do this is to use 'online forms'. Netsuite has a built in capability that allows you to create a lead generation form that will…

Are you wanting to change these on forms, list results, dashboards....??

are you talking about the forms manually entered by different employees, or transactions brought into the system en mass?

Hello Maidy, are you talking about on a transaction? For example- a sales order? Does the permission of 'create' instead of edit on the role cover what you need?

Hi Maidy, So-to be clear- You enter the date, and you don't want someone else to change it? Is this correct?

I am having difficulty finding how to change the font size of the text on the sales order form in the pdf format. It is clear how to change column widths etc however the font size toggle has evaded me, does anyone have a solution to this? Thanks Harrison Font size is driven by the layout of the transaction. Try this: Go to…

This may help.. https://usergroup.netsuite.com/users/showthread.php?t=11684

You ca easily d this by making a copy of the layout used for the invoice, change the wording, and save it as say' drop ship layout'. Then, change your sales order form to reflect this layout, and saveit as 'drop ship' or something along thoselines. This way, when you create the sales order, you can choose which form (and…

I would recommend contacting Ray Tetlow @ Skyytek Consulting. They provided us with full implementation and Ray is the most knowledgeable guy (next to me) that NetSuite has. His e-mail: rtetlow@skyytek.com Curtis Actually, I have it on good authority that Ray knows everything :D

You can also request Netsuite turn on the mass delete function. You can easily delete 2k records at a time, based on any different criteria, (date, type, etc) via mass update. This works well for the less technical. (like me :D)

While we are on this topic, the approach NetSuite has taken is very confusing, and, IMO, dangerous with regards to deletion of data in one's account: [LIST=1] [*]NetSuite provides, out-of-the-box, TWO different ways to delete ALL DATA in the account.[LIST] [*]Primary method is via Setup > Company > Delete All Data…

Is it possible to do a mass delete of records? The quantities are 10,000+ so the manual option is not appealing. 1. 15k Customer records from a rented list that we may no longer keep in NS. I can use a saved search to identify them. 2. 200k Records in a custom record that we're no longer using. Just delete the custom…

aww nate, we can get you through this. First of all, this isn't excel ;) Placing items where you want them is confusing at first, however, with a little explanation, perhaps you may 'get it'. In the transaction layouts (using pdf for an example), there are four colums, left, right, top and bottom. Each of these fields sets…

If you go to setup-customization- transaction form layouts, you can modify placement, colors, etc. Once you open any layout, click on "help" and there is a wealth of information to be found. Good luck!

Leah, just my $.02 be very careful, and research your decision of a pro services company thouroughly. THere are options out there that are not the best; as the nature of the business is to generate revenue- as seen by the above post- however, a poorly implemented solution will leave you in a worse state than when you…

But I want an Oompa Loompa now! Nice find Martin. I suppose I can wait a little while if I need to. Let's just hope that, with our site being Australian, that our customers don't have a choice of only US states. I've heard the Bahamas are nice this time of year... Wiz LOL- you are so entertaining wiz..... Those docs are…

Just fyi this gets MUCH easier in version 2007.0. Thanks, -e wow Evan, your just full of good news today. You guys have been busy. Thanks!

here are the specs for how the forms work, and how positive and negative numbers work in the page. To configure borders and placement for your custom form: 1. In the Left column, enter the number of inches you want the left edge of the field to be from the edge of the page. Positive numbers indicate how far from the left…

In the upcoming months, depending upon where you are in line.

Hi Angelika, I am actually right up the street from you this morning- what a beautiful day! I can't take to much credit for the info I provided, it came straight out of help. ;) Well, except for the numbers, those were me.

Hi Jay The challange with this, is that it won't default to no - it will default to blank, unless you use soem scripting (beyond my skills). You can use a Mass Update to replace the blanks with No. Andy Andy- did you know that you can get a check box to default to checked, when you are on the forms it appears on?…