Filed Case: results = Must be provisioned and go through Account Manager (likely meaning, additional fee)

I have the same need. I am trying to go about it using a Workflow based on the Set By -System- and condition {lastcustomermessagereceived} -{lastmessagedate} = 0. I use a Set Field Value action to put the result in a Workflow field "Customer Message Date Difference", Before Record Submit. In the Assign Status state, I use…

Thanks Michelle. Just wanted to follow up. I am not getting the expected results. I am documenting my results and will post here.

If anyone else would like to be able to move the Last Sales Activity field on forms, please vote for Enhancement # 220082 and please leave a comment as to why you need to be able to move it. I see there are 51 votes currently and only one comment.

Wow. Thanks Patrick for all your work. I thought so but wanted to be sure I wasn't missing a reason I shouldn't use it that way. Perfect. I will move forward with my deep testing, reporting and documentation. I appreciate your help. Have a great weekend.

Thank you Patrick. We are transacting in our standard Netsuite instance & providing our parent an extract. They then manually map our accounts to theirs & load them into their OneWorld NetSuite instance, where we are a Subsidiary. The have one chart of Accounts We will be operating like this For 18-24 months. I am looking…

If you have a Sandbox, there is a specific order that you build/link your statutory accounts to your primary accounts and the statutory can be selected locally. Tinker in Sandbox to get the right order. SuiteAnswer ID 51316 ERP: Enhanced Support for Statutory Chart of Accounts Allow using different Account names and…

I found there is a CloudExtend Gmail for NetSuite available on Chrome developed by Celigo. I have reached out to them. Thanks Jack. I appreciate it.

Thank you both. I created an "Integration User" and Integration Role. Thanks for the tips.

I know this is a couple years old but wondering the same thing. We are migrating to GMail and looking for a solution.

Yes, I think for literally entering time on Projects/Jobs, I would need Advanced Project Management but we use the Tracking Time for CRM feature and I found this Note that you can only track time on events if you use the Tracking Time for CRM feature. We are using it for cases and customer relationship interactions. All is…

Thanks again Michelle. After changing time Tracking entry Form Case/Task/Event field to Inline Text>Save and change back to Normal> Save. No Case/Task/Event field available for entry/selection. Setup>Company>Enable Features>Company>Projects screen shot

Thanks Michelle. I see I can access Time Tracking on the Customer record & on the Customer Time Tracking sub-tab. When I Add New Time, I loose the ability to attach the time to an Event. I customized the Time Tracking Entry form to include the Case/Task/Event field with Normal Display Type but in Edit Mode the field is…

Yes, we spend some unscheduled time with a Customer and want to Log Event to capture the time. If we are inside the Customer and navigate to Activities>New Event, the Related Records>Company field defaults from the Customer. Save. Go back into the Event Access Time Tracking>click New Time, the Customer:Project field…

Thank you. I submitted my vote and comment on this Enhancement # 470616.

Yes, Patrick. I can access SuiteAnswers now. Thanks.

Thanks again. No VPN Nothing happens Incognito - same result - error

Hi Micah, thanks for the suggestion. I cleared my cache and cookies, closed Browser (Google Chrome Version 92.0.4515.131 ) shut down my computer and restarted. I am accepting all Cookies: General settings Allow all cookies Sites can use cookies to improve your browsing experience, for example, to keep you signed in or to…

Thank Micah. I will do that since people have success when they reset their password. I always appreciate your guidance. I will look for an enhancement request that NetSuite sync the SuiteIdeas password with the application password and Vote on it. I know SuiteIdeas requires a specific role but as Administrator, I have…

I found the following Enhancement requests that all could benefit from having a feature available that allows defining our work calendar (business days, hours, holidays, etc). Please consider them and a Company Set up feature that allows us to define our company's work calendar (business days, hours, without holidays and…

Hello Patrick, I can't find enhancement 192049 Setup > Accounting > Manage Accounting Period > Select Prior Year > Change End Date to shorten an accounting year > Save > "The date range you specified does not enclose all its child periods.". Would you mind checking the status (declined, merged into, etc) or maybe a typo?…

Thank you Michelle. I accessed the Enhancement # 84271, voted and most importantly added the following comments: Yes, Customers send an email to the support email address to create or update a NetSuite Case. The email includes formatted information (table). The Case is created and in Case View Mode, the Message is…

Yes, thank you Patrick. I knew I could delete the months/periods and redefine (if there were no transactions posted/assigned) I performed a few saved searches to identify any transactions, amortization schedules or revenue plans that exist for the periods I need to delete. For future months, it's all the amortization…

@ChrisH Hello, I have worked through a few struggles with Support Management as well and changed some business processes to adopt NetSuite best practices. Perhaps, absent a script, the "key" is NetSuite receiving the email sent from the customer contact, email address. If NetSuite has a Customer or Contact with the email…

I am disappointed but thought I should share an update: Update on Defect: 628189 specifically related to Bank Imported transactions not occurring "real time" The basis for my case/defect was based on my expectations and the following: Suite Answer Id: 92688 indicates, the Bank Feeds SuiteApp also enables you to manually…

I am bookmarking this discussion. You might also be interested in the following. All that use Support Management, please review SUITEIDEAS Enhancement Request 450157 related to Case Management. Title: Support Metrics - Incorporate work Calendar Details indicate: The support metrics are a good start but I believe the…

Thanks Michelle. I added comment to the Enhancement and voted for it. I always appreciate your responses.

What do you mean by Line Items?

I just export a list of existing transactions including both the header records and the line records with line numbers (if you want the detail). Be sure to include all the fields that you will want to import. I use that export headings to place my historical data on the rows, lining up my data. Then map your load file to…

Yes, Thank you @Michelle Jabanes-Oracle. I had looked and did not find anything. I wanted to confirm it was just a case of user education. Thank you @Pierre_Plourde, talk about user education, you taught me something. Amazing that I have been using a mouse all these years and never knew that. I sent my users mouse tips and…