Yes they were coming in as unassigned and the mass update was not working. I tracked this back to the default billing and shipping option not being selected.

I can't get the import to assign the sales rep, I am the admin and not listed as a sales rep. Any suggestions?

How many records? You could export the leads including the internal ID as an Excel file. Merge the addresses, then re-import, this time with the check boxes checked.

Max, You could add a custom Transaction Body List field mirroring your price levels then write a script that would set the price level to match your custom field.

the number 2 means... 2 days past the terms date on the sales order at least that is how I understand it

That would work however it is the long way and can't be done when emailing the quote.

Hi, Are you referring to Recipients tab in when sending an Email? There is a field there for Copy Others and you would want to quickly select the 3 related contacts to the company? Yes this is exactly what I am talking about

Would be nice to have a check box next to all the contact names

I guess I was not exact enough when I posted the question... since I posted I found the answer to be add a base html tag in the header. If you use dreamweaver to create a marketing template and blast it out using NS the links in the html look like "/images/image01.jpg" and not www.myhost.com/images/image01.jpg. Why I…

Regarding using dreamweaver.... how do you make sure the link of the images are pointing to the correct location on your host.... Example: A typical image link would look like /image/image01.jpg How do you update the links to point www.mysite.com/image/image01.jpg ??

hmagpantay, Thanks for responding... Already in NetSuite - At some point in time the person had submitted his contact info using one of our online forms that is setup in NetSuite. So if you searched for his name in NetSuite his info would show up as a lead/customer/prospect... From where did you filled up the online form?…

thanks for the link... also trying it today!!!

Using external CSS to control the look/layout worked out great for our customer forms. BTW I used dreamweaver to create the HTML

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As far as I know you have to compute that yourself with a formula, something like this: case when to_number(to_char({closeddate},'D'))<to_number(to_char({createddate},'D')) then -2 else 0 end + mod({closeddate}-{createddate},7)+5*trunc(({closeddate}-{createddate})/7) this assumes created and closed date are on business…

gfisher, We happen to be in the same business (VAR) and what we did was create a HTML estimate. Because of this we also were able to add a href to the actual T&C on our server. Feel free to PM me if you any help. I was also told that if you have advanced site customizations enabled you can use tags but I have not tried…

Our Admin helped us set this up. If you/Admin user go to: Setup > Company > Auto-Generated Numbers (or search for Auto-Generated Numbers in the Help) you should be able to turn off Auto-Generate Campaign ID. You'll have to manually clear the IDs you've already created though to make your Lead Source drop down not show the…

Did you not read my response... and you still had to go to the big guy???

Sara, Perhaps you will find the following helpful (found this in the online help files) Tracking Campaign Revenue When a campaign is selected in the Lead Source field on a transaction, the transaction’s revenue is tied to the campaign. You can set the lead source on a transaction automatically with the Default Lead Source…

Sara, Hello and how are you... My first suggestion is to send the campaign to yourself, click the register now link and complete the online form with test data that you can search the system for. (yes some sales rep might get mad that you created a false record, but they will get over it.) Then open up the newly created…

We only got our email domain working this week and bounces went from 11% to <1% Really worth the effort. P What did you do to get the domain working???

Most likely your going to have to file a case with NS support? Also try this... Log out of NS, clear the browser cache, then restart the browser.

Would suggest to build a custom module based on the existing GA module, trigger it to the confirmation step. Farrago - Based on my experience the issue typically is the clients AdWords setup and not the NS setup.

Just make sure solution #3 won't become a nightmare to update. Is the website for a client or your company? Also you would be surprised what you can do with solution #1.

What browser were you using?

Any update on this??

Do you have an online price assigned? Display in website? Item name... double check everything.. ... are you a Kleenex kind of guy? Has to be the with lotion ones...

I have seen the same thing, doesn't always happen. I know that results from published saved searches can take up to 4 hours to appear. ... Please pass the tissue

Please keep the rest of us updated, wonder what was fixed Thursday.

With the doctype in place and adding PX to your 950 value for the site width, is your site still hosed? Just wondering....