This is great Erik. The Sublist solution was simple enough, I should not have had to ask. I appreciate it.

Yes, thank you Michelle. I may have found the right combination for viewing all Contact Messages on the Customer record. Our goal is to see all Customer communication on one Communication>Messages sublist so that we don't have to try to put pieces together when understanding our Customer Relationship. If I begin a message…

Thank you Shamaine. I knew the date is a billing through date from the Billing Schedule dates on the sales orders and we don't use Billing Schedules. I was wondering where the default comes from. It seems to be 5 business days because today the Next Bill On Or Before date defaults in 05/16/2020. As to changing that…

Thank you Shamaine.

I couldn't create the workflow action script myself but got some help and it works perfectly. As always, Thanks.

Thanks. My () were only in place because I started with a similar formula I found, and it included the () so I left them in. When I removed the () I caused no issue. THANKS! I was treating the || sort of as parenthesis and trying to make them "match" but now I realize they are not. My formula that worked, HUGE THANKS to…

Yes, thank you Jack. I can replicate your results which places text on separate rows by using just the ||CHR(13)||. NAME: TAX ID: EFFECTIVE DATE: Res Rate: Non-Res Rate: NOTES: just the ||CHR(13)|| I am trying to place text followed by a field value on each row and line break. Desired Result: NAME: Columbiana City Tax TAX…

Final Saved Search in case anyone wants it. This Search is intended to list all Open Cases and the most recent Case User Note that has not been auto generated. No Summary Criteia I also used some highlighting Saved Search Results: User notes can be added as the case is worked or during a review meeting in an extracted…

This worked: case when {usernotes.notetype} = 'An auto generated note.' then '' else {usernotes.note} end. For anyone else the uses this, the '' are single quotes. THANK YOU, Michelle!

Thank you Michelle. I appreciate it. I could live with returning the Memo "Reply was sent" when this autogenerated Memo is the only Memo, if I had to. I would of course have to reconcile the results to ensure that when "Reply was sent" is returned, it is only returned when it is the only Memo that exists on the Case.

I created a Note Type = Case Audit, backfilled the manually created User Notes with a .csv import to include the Case Audit note type and used the Type in Criteria. Of course the benefit was keying off a "Type" instead of Text. I still have trouble including the Cases when a User Note exists but the only it is only the…

Thank you Michelle. My apology. Hoping to clarify my results below. Starting with a list of all Cases with a Stage = Not Closed (Or Status = Not Started, In Progress, Escalated, Response Received, re-Opened, On Hold) I have a list of 129. I need to add a column for the most recent User Note: Memo that is not auto…

I see SuiteIdea Enhancement: 476710 Billing Information > Storage Size used for each record (E.g. Sales Order (50MB)) has 69 votes but only 2 substantive comments. NetSuite needs to understand the impact any enhancement has on each of our businesses and how it might be applicable to all businesses as it evaluates each…

Got it. ${contact.company.companyname}

Seems good this morning. Thank you for focusing on this critical issue, resolving and continuing to improve through this resolution.

Thanks Jack. I have been watching the status.netsuite.com and this page as well as logged a case. I see NetSuite is working hard on this. I appreciate the updates. I am looking for a timeframe "range" estimate for resolution. As you can imagine, not only is our day to day business effected but we use Support Management for…

We can access records but changes are not Saved.

Hello Robert, what time zone are you. I am wondering about your update time stamp "Mar 10, 2020 6:05 PM" and how it compares to AZ time.

I find it a helpful page when we experience latency issues. I always log a case including my page performance details when I experience latency. Sometimes my center may not be initially included and my performance statistics help identify an additional center that may need a look. The more information we can provide up…

Gosh even trying to edit to correct my own post is taking forever. I said we are on NE that was a typo. it is NA East.

Agree. We are on NE

Thank you Michelle. My Cases by Customer Detail report does not allow its own Drill Down Report How I built: I started with the delivered Case Activity by Sales Rep Summary and Detail reports, changed the names, modified the columns, filters, etc. Saved them and connected them using the Cases By Customer Summary> Drill…

Hello Paul, as to e-Fixes, I keep an eye on the e-Fix Release Notifications Suite Answer and do some testing in significant areas the very next day. I am fortunate that I have a Sandbox environment and can test when the e-fixes are available there and get my case in immediately. If I identify an issue. I log a detailed…

Per SuiteAnswer Id: 49168 Customers who purchase sandbox accounts also receive three development accounts. It likely just needs to be provisioned to your account. You may have to ask your Account Manager. Development accounts have the same features and NetSuite-provisioned SuiteApps as your company's production account,…

You can get some of this information after a page renders by double clicking on the NetSuite logo at the top left of your screen. This is helpful to the support team if you need to log a case. As to my screen shots it is the Application Performance Management feature. Helps you to observe and manage performance of NetSuite…

Got it. The key to "Show Sub-Totals" is the placement of the fields in the pivot table. From SuiteAnswer ID: 82546 NOTE: "Depending on where you add the field and the display type you select, you can also add additional subtotals to the pivot table for each level in the hierarchy" I selected Show Sub-Totals on the Product,…

Just worked now.

I did it using a combination of a few SuiteAnswers. I started with Answer Id: 42749 and modified the steps to apply to my records and fields. SuiteAnswer Id: 19662 is a good one too You might also consider Answer ID: 62491 since it is in the Segment area. I searched for "Nested List" Best,

Thanks coffeeguy. I kept re-thinking how I went after the data (still re-learning the table/field names). The slowness was NOT the tool. Now I have my Pivot but I still have the issue of not getting "Sub-total" of the # of case by Customer. Since NetSuite is still building on their Analytics, I have provided feedback that…

Yes, Thank you Jack. I saw that. I am monitoring via my Performance dashboard and asking users to optimize their clients. I asked here, in case no one else was experiencing latency, I would know it was just us. I hate to log a case if it is internal. Appreciate the advice.