Hi, We are using CRM+. Sales teams often exist for a single transaction. We need to allow Account Manager to alter the contribution % for Team Members. The system as implemented allows us to add and delete team members but not to change contibution percentages. Is there a setting to allow this? Hi, The Team Selling…

When a customer uses Google Checkout on our website the child matrix information does not show up in our Google Checkout inbox. Furthermore the order doesn't appear in our website. As a result we have no way of knowing the item's option that was selected by the customer. Is there something I didn't set up correctly? Hello,…

We are using an online customer form. We'd like to link a specific promocode to this form but not have customers need to know the promo code and not see it on the form. Is there a way to do this? So basically when the form is completely filled out a promo code is tagged on submit of that specific form with a specific promo…

Hello masilv01, Are you referring to inactivating Site Categories from your webstore? If you are, you can mark the Inactive box which would remove the category from all reference in your account & Web site. You can re-activate inactivated records at any time. Hope this also helps.

Hello chaddd, At this time, the feature you are requesting is not available within the NetSuite line of application services. We do have an Enhancement Request logged for this feature request. You may navigate thru the NetSuite Support Center and vote for Enhancement 132193. Our Product Management team periodically reviews…

Hello Brooks, You need to have the NetSuite Support Center role added in to your employee record by your Administrator. Sign out then sign back in. Once you're logged back in, follow these steps: [LIST] [*]Navigate thru Support > Customer Services > NetSuite Support Center. [*]Click on the Enhancement Voting tab. [*]Click…

I have been tasked with teaching one of our users how to do some basic saved searches that pertain to their job. So I made a sample search and then made screen prints of each tab to use as visual aids. The training session started out really well, 2 problems are immediately apparent. There is no check box to make the…

Hi, Does anyone meet below question? there are NetSuite 5 users in one of our customer. but only one use can see it when customize a PDF layout template. Go to Setup->customization->Transaction Form PDF Loyouts click any customized form and go to custom PDF layout page. the problem is there is a big space on the left. even…

Hi Emily, yes. you're right. whatever I customize which PDF layout, the space is existing when enter custom PDF layout form. The space on the left size is not resized even I change the paper size(from A4 to A3 or others). thanks. May I know the browser & version used?

Hello mms16, Please make sure that accounting periods are properly setup (until 2014 or up to desired year) & that these are active. Hope this helps.

Hello rhenderson, In a standard lead form, there is a Messages tab that will show you all interactions sent within the system. However, if your lead form is customized, it could have been set to be hidden from a user. Kindly have your Administrator customize the form and mark the Messages tab to be shown. Have him check as…

Hello maggi, You may create a custom saved search for contacts by following the steps below:[LIST] [*]Navigate to Reports > Saved Searches > All Saved Searches > New. [*]Choose Contact as the Search Type. [*]Under the Criteria tab, look for "Employee (Contacts) Field" and on the pop-up window, choose Supervisor as the…

Does the drag and drop Suiteapp work for new transactions? I am able to edit a transaction and drag/drop file(s) but when creating a new transaction, the dropzone doesn't appear, am I missing something here? Hi varunprabh, The Drag & Drop Suiteapp currently works on Edit mode. There is an enhancement to have this feature…

Hi mushrush Try this: 1) Navigate to Setup > Accounting > Accounting Preferences > Order Management tab > Purchasing section. 2) Change 'Allow Default Email on purchase orders using Suiteflow Approval Routing' to Warn Only or Allow. 3) Click Save. Upon saving the transaction, no warning is given before NetSuite sends an…

Good evening all! I am facing quite the dilemma. I am working on custom roles for my company, and the owner has asked that we remove 'Customer Profitability' access (Reports>Customer/Receivables->Customer Profitability) I have discovered that if I remove Sales Force Automation from the sales person role, (in manage roles:…

[FONT=Arial]Hello iainbrighton & cwiley, [/FONT] [FONT=Arial]Enhancement 46381 was filed to add the ability to define and set colors for specific fields on transaction forms and transaction form layouts. Please vote for this enhancement in your NetSuite account, to Support > Customer Service > NetSuite Support Center. By…

Anyone know of an easy way to force a company wide employee password reset other than going to each individual employee record and selecting the Require Password Change checkbox? I checked in Mass Update but that field was not an option. If I navigate to Setup>Company>General Preferences and change the Password Expiration…

Hello Kenny, Your issue has been logged & resolved under Case #1467959. Thank you for using NetSuite.

We are having the same issue. Please add us to the defect. -Anthony Hello Anthony, Your request to be added to the defect has been filed per Case 1426160.

We are having the same issue. This is awful... means all our orders today for customers that were drop ships did not go through. We have confirmed that this is an issue on our account as well. Steven Big Apple Pet Supply Hello Heather & Steven, Kindly file an online case so we can associate your account to the defect.…

Can we also be added to the defect so we can know when this is fixed? It seems we're seeing emails not being sent out intermittently. -Mike Hello Mike, Your request to be added to the defect has been recorded per Case 1426231.

Hello Steve, Please file an online case or call our support line so that it can be investigated. In the meantime, you may do a right-click on the tab & then click on "Open link in new tab". Hope this helps.

Hi Jackie, In order for your sales admin to edit events logged by another user, he/she must be given access to the calendar. The organizer (the one who created it) of the event must set their Calendar Preferences in Home > Set Preferences > Activities tab. The organizer must select NetSuite users (in your case, the sale…

[FONT=Arial][I]Hello ARJ,[/I][/FONT] [FONT=Arial][I]Logos are considered images and need to be attached to your account. Logo files must be in GIF or JPG format, & the file size should be less than 10 KB. The image should not be more than 60 pixels wide and 100 pixels high.[/I][/FONT] [FONT=Arial][I]To upload your…

Hello ARJ, You may use external image application to resize your image such as Paint, Photoshop or Microsoft Office Picture Manager. Hope that helps.

Hello Martyn, Compatible applications include Microsoft Excel & Crystal Reports. You may also use Database Fishing Tool v1.4.3 or higher & WinSQL as an alternative. Hope this helps.

Hello Ian T., The Full CSV Export option in NetSuite does not currently export ALL data as CSV files. However, please use Firefox to do this option as there is a current defect in doing a Full CSV Export using Internet Explorer (Issue 130021). If this export functionality does not meet your needs, you can use a combination…

Good morning everyone! We had a mass email for our holiday card and I just received the bounceback list from Constant Contact - 8000 contacts with bounced, non-existent and blocked emails. This cannot be a manual process, but I'm not exactly sure if Mass Update will help with the cleanup. What is the best course of action…

[FONT=Arial][I]Hello theideman,[/FONT][/I] [FONT=Arial][I]You can customize the Terms field on the Sales Order by following the steps below:[/FONT][/I] [INDENT][LIST] [*][FONT=Arial][I]Make sure that the Terms field from the Customer Record is set accordingly.[/FONT][/I] [*] [FONT=Arial][I]Click on New Sales Order under…

Hello Joanne, Currently, the NetSuite iPhone app does not allow access to vendor records. It has been filed as an Enhancement #177520. You may login to your NetSuite Support Center & vote for the enhancement. Hope this helps.