Ben G Red Ribbon

i've had some success with uploading leads & contacts together: - my data are on a csv with a company and associated contact on each line - add a column ID with a unique number for each line - save the file twice with different names - choose the multiple files option and select the two files - select ID as the key - don't…

dan - i've been able to upload leads & contacts in one go - see my earlier post in this thread for how to get around the bugs. merging the new lead IDs into the contacts spreadsheet shouldn't be necessary -ben

FYI, the new CSV Assistant based import in our upcoming release targeted to Q2 07 will allow you to import customers/leads/prospects and contacts in one step. You will also be able to assign the role relationship when importing your contacts. elham, having succeeded with customer-contact imports in the old very manual…

yes, the wysiwyg editor is a pain - just clicking in the editor window (when editing hand-written code) adds <FONT face=Verdana size=2> around everything and reformats the code itself (tabs & linebreaks). Also all the text you add has FONT tags around it. Hazel - could you add a switch that turns off this formatting?…

hazel, we really need to have both autonumbering and not show it to outsiders. turning off the numbering isn't an option for larger companies; showing it on emails looks a bit silly ("i am not a number, i am a free man!") thanks ben

yen, there's something similar in the suitesource library - https://system.netsuite.com/app/common/custom/custrecordentry.nl?rectype=178&id=70

thanks. i've now got an enhancement request for this - Issue 139409 - Abstract: Invoice Billable Customers > Add preference for billable time on cases to show on billables tab when the case reaches status of Closed. votes welcome! ben

bump... can anyone at NS throw light on this? thanks

evan, it would be useful to be able to go directly from an oppty to a job - we convert estimates to sales orders once the customer has committed to the transaction, and we need to create the job to work out the costing for the estimate ideally, the linkage from oppty to job would convert into a sales order - job linkage as…

yes, in 2007 we have server scripts editing customer and contact addresses

thanks e, that's ok, i can live with revenue per head being on a date-range basis - it's the trend that's important...

nb the employee KPI isn't available in period-based scorecards

i've put hire date and release date as the available filters on an employee search, but it doesn't show up in a period-based scorecard is there a way to make a saved search period-based, and will that make the search available in a period-based scorecard? thanks ben

I dont want to use a NetSuite access for this. noknok, did you figure this out? i want to do exactly the same... thanks ben

we too wd like to see a basic primer in this area

yes, the customer center has huge potential, if you can get your head round how to configure it. i've got a couple of current issues that would help open it up - ability for customers to manage the access rights of their colleagues, ie appoint an admin at each customer who can give others at that customers a login…

here's what i use, borrowed from somewhere... there may be better ways but it works query = location.search.substring(1); assetTag = get('AssetTag'); nlapiSetFieldValue('custeventassettag',assetTag); function get(argname) { // gets data from the http querystring pairs = query.split('&'); for(i=0; i<pairs.length; i++){ key…

luke, that's great news - will it handle support cases? -ben

Safari support is so iffy works fine for me - safari/webkit on leopard. lots of custom client scripts seem fine too. and fast :) but WHERE IS THE IPHONE APP? we have the usual problem getting field engineers to update support cases and log their time - an iphone case UI would be a huge leap forward. not having one will…

yes - when's the NS iphone app coming? the browser on the iphone works but the UI is far too fiddly to be useable and there's no local caching. it took 'jason' from salesforce two weeks to get that demo running... so presumably we can expect NS's version in a few weeks? b

Sharepoint appears (with a little prodding) in Windows Explorer as a network location - a killer advantage i dislike sharepoint for many usability reasons, but it's the only document share/storage i've seen that integrates in this way with the local desktop. Asking users to download, edit and upload docs is not realistic -…

i got the same error last night using a scheduled suitescript - presumably this is the same issue? elham - have you released the web services fix already? Code: USER_ERROR Details: Customer is 79 days overdue. var frecord = nlapiTransformRecord('salesorder', id, 'itemfulfillment'); frecord.setFieldValue('trandate',…

Hi John, the current situation (intellisync) is not workable: lots of errors & manual intervention, and the sync doesn't run automatically let alone in real-time. A significant proportion of your SMB market uses Exchange; your calendar & task features are unusable without syncing; so this should be a high priority issue. A…

for those using microsoft exchange, please vote for enchancement 116961 - Abstract Activities > Provide the ability to synchronize Activities (Calendar, Events, Contacts, Tasks) directly with an Exchange server. we're using the intellisync tool at the moment, but it's clunky, you have to use a script to run it on your…

yes - the field is "Customer/Project: Company Name" note that on some reports you have to use a more indirect field, from the transaction record etc, e.g. on this report you could also use "Sales - Customer/Project: Company Name"

nick, you're so right... netsuite, how about it? note that invoicing before fulfilling isn't weird, it's how we get customers to pay in advance for kit etc, just like Dell do... anyone, any ideas on how to work around this in the meantime? thanks ben

good work - i see a community growing around these bundles :) credit to yang really - the source or enabler of most useful code... -ben

subscrns was shorthand... in fact there's a legacy unsubscribe field and a sublist of new subscription fields. here's our code function subscribe(){ // unchecks the unsubscribe field so that we can email them // works only for new contacts record.setFieldValue('unsubscribe', "F"); var lines =…

yep record = nlapiGetNewRecord(); -ben

a longstanding beef.... you need to use a script to change the subscrns when creating both customers and contacts. probably server-side in your case -ben