Thanks for the input - especially for the screenshot - that was so helpful!! I have now created a new form which limits data visibility, and set it as the preferred form for the role. To clarify - all of our sales orders on Netsuite are generated automatically via API connection when we place orders on Shopify POS. So the…

Hi, I have just tried to search to view the 'Suite Enhancements' and these aren't surfacing for me to read. I also followed your link to the 'SuiteIdeas' page and this just took me to our homepage. Could you please advise how I can remove the financial fields as per my question above?

Thanks for your input! I have found a help centre article which I think should help me with this - However I don't see the option 'Enter Sales Order (Administrator)', or the following option to customise a form. I've attached a screenshot of the article where I'm stuck, and what I can see on my Netsuite - can you help?

Hi Michelle, thanks for following up. I am logged in as an administrator. I have tried to run a saved search of Employees, however this comes up saying there is no match to my criteria. Could you give me more assistance on this?

Hi @Tigran Shahnazaryan , That's really helpful thanks! I have set these items up now but have more of a niche issue. We use the 'User Notes' feature within Cases to keep cases up to date. The User Notes are not appearing when I use the new role I've created, and I don't see these under Permissions > List - could you tell…

Hi @Michelle Jabanes-Oracle, I'm afraid I can't see a "Customers" Saved Search on my login. Could you advise where I can find this? Just to check we are on the same page, I am looking to see how many account logins we have (Users within our organisation) as I want to understand how many users we are paying for, and also if…

Hi @Michelle Jabanes-Oracle , that has solved my problem! Thanks so much!

Thanks for your response @Michelle Jabanes-Oracle - I have run the report Login Audit Trail - however this will only show me who has ever logged into our Netsuite account, it won't tell me which users are currently active, and so chargeable to our Netsuite account. Once I know all the email addresses which have ever logged…

Hi @Ivy Lopez-Oracle - could you answer my question, or tag someone who can help?

Hi @Ivy Lopez-Oracle - thanks for responding. Could you answer my question please if you know the answer? Or if not could you tag someone you know who could help?