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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"

JMUnderwood Green Ribbon

Comments

  • Not sure how exactly you got there, JMU, as I went back into the help this morning, and typed in 'printing checks', and didnt come across this. I also went into the pdf layout, and clicked help, and was drected to the general information for pdf layouts. Second line of my post provides exact navigation in the Online Help…
    in Printing Checks is an anhancement?? Really? Comment by JMUnderwood Oct 4, 2007 11:55AM
  • OK, to try to get us back on track and focused on what can be done at this point, can we agree on next steps? Miguel. I agree. One thing NetSuite could do very quickly that would help a lot is to improve the documentation in both the "Setup Checks" area and the "Customize PDF" area. One very specific thing would help…
    in Printing Checks is an anhancement?? Really? Comment by JMUnderwood Oct 4, 2007 1:44PM
  • IWhy is there no documentation anywhere in help or the customization of the form itself, that clearly states that NS does not support any industry standard check stock, except top of the page?. Well, actually there is very clear documentation in the Online Help file concerning this. From the Accounting > Banking > Checks >…
    in Printing Checks is an anhancement?? Really? Comment by JMUnderwood Oct 4, 2007 1:25AM
  • All sarcasm aside, this is a major oxymoron- why give us the ability to change the layout and format, if neither is supported? This is the real issue here. If we are limited to a specific format, then both the system and the documentation should be clear about that. This is yet another example of bad design and bad UI. A…
    in Printing Checks is an anhancement?? Really? Comment by JMUnderwood Oct 3, 2007 12:16AM
  • Have you tried: <NLSIGNATURE> Each user will need to make sure they have entered their signature at Home > Set Preferences > General
    in Adding Employee name to bottom of email templates Comment by JMUnderwood Sep 16, 2011 2:47PM
  • If you want the URL to be a first level URL (eg: yourdomain.com/yourfile.pdf) and if you want the URL to show up with your domain in the file cabinet (so that you can copy and paste it) .....then I believe that it does need to be in the "Web Site Hosting Files > Live Hosting Files". Maybe I'm doing something wrong, but the…
    in Add hyperlink to file cabinet document Comment by JMUnderwood Sep 16, 2011 2:42PM
  • . . . I created a dynamic contact search and want to use this as a group within a Marketing Campaign. On the template I have created, I wish to use merged data from custom fields found on the customer record. When I attempt to execute this, I receive emails to dynamic contacts but all the merge fields are blank. . . Have…
    in Merging Contact and Customer Data on a Template Comment by JMUnderwood Feb 7, 2010 3:08PM
  • Hi Chris, You may want to view a topic under help guide which may help you with your concern. Topic: Using CRMSDK Tags. Certain custom fields under the contact record is also available during merges. Thank you. Oliver, I reread the Help topic again for the nth time :) , but I'm still unclear on the following points:…
    in Merge Customer Fields in Contact Mail Merge Comment by JMUnderwood May 22, 2010 11:29AM
  • As insane as this is, evidently ns won't do that right now. We have an 'enhancement' request in, but nothing has been done about it. A major limitation on using NS merge templates (email, letter, PDF) is NOT being able to include data from related records. NS needs to make a major overhaul of merge templates, and allow the…
    in Merging Contact and Customer Data on a Template Comment by JMUnderwood May 22, 2010 11:39AM
  • Kendra, I think there's a simple solution for this: [LIST=1] [*]Add a custom checkbox field to the contact record: "Selected Email" [*]Create a Contact Saved search: "Special email list"[LIST] [*]Criteria: "Selected Email" is yes [*]Available filters: "Selected email"[/LIST] [*]Create a dynamic Group for contacts [LIST]…
    in How to send email to select contacts (without creating a group) Comment by JMUnderwood Apr 22, 2009 12:06PM
  • NetSuite has reclassified this BUG as an enhancement request: This is an update on Defect 129530 > Lists > Search > Saved Searches > New > Contact > when showing the subscription field as available as footer and running the search, when you select an option in that field you get no search results match your criteria. The…
    in Saved Search for Contacts Subscribed to a Subscription Category? Comment by JMUnderwood Oct 15, 2007 8:41PM
  • Just activated our subscription campaign manager and I'm looking to do the same thing. Have you had any response to this or figured it out? -matt Matt, Unfortunately, it's no and no. :( :confused: As you can see, no one at NetSuite has even responded to my original post. Can someone from NetSuite please comment on this?
    in Saved Search for Contacts Subscribed to a Subscription Category? Comment by JMUnderwood Oct 3, 2007 5:52PM
  • Has there been any change in the ability to re-subscribe a contact or customer since the last post in April 2007? According to the 11.0.6 Help system, here are the ways to re-subscribe, but I can't figure out how to do the first: No one in your company can resubscribe an entity. Entities can subscribe or unsubscribe to…
    in Unsubscribe & Subscribe Comment by JMUnderwood Jul 13, 2007 11:34PM
  • Malin, I am logged in to an account that has been upgraded to 2010.1 and I want to make sure I am downloading the latest ODBC version. When I click on the Home > Settings > Download ODBC Driver it takes me to the "Download ODBC Driver" page. Clicking on the Download the NetSuite ODBC Driver Install Client link prompts me…
    in Preview new version of NS ODBC driver Comment by JMUnderwood Mar 7, 2010 4:26PM
  • Hi Chris, The current driver is not 64 bit compatible. We are tracking this in Enhancement 116231. Thanks, Rob Rob, does that mean that it won't run on any 64-bit system? We have many users upgrading to Win 7 x64.
    in Preview new version of NS ODBC driver Comment by JMUnderwood Jun 1, 2010 9:13AM
  • Unfortunately, ODBC access to NetSuite data has never supported the same level of granularity for permissions as the NetSuite application UI. Our technical writing team is updating the documentation to make this limitation more clear. Note that ODBC access may be limited to specific custom roles via the 'Advanced…
    in Users able to see ODBC View prohibited in UI Comment by JMUnderwood Jun 15, 2008 6:44PM
  • Project Management reports are expected in the next major release in 2008. We have a few specific reports in mind but the current focus is on building out the infrastructure to have the data to report on. ... As for current reports that expose tasks, any of the Sales Activity reports under Pipeline Reporting allow you to…
    in Managing Project Tasks Comment by JMUnderwood Sep 1, 2007 5:05PM
  • Thomas, Project tasks are based on CRM tasks and the reporting capabilities have not been updated yet to display all the new project task information. Sean Sean, we really need a complete set of "Project Mgt" reports. BTW, I don't even see any Task reports of any kind??? Has anyone at NetSuite defined yet what these will…
    in Managing Project Tasks Comment by JMUnderwood Aug 30, 2007 8:54PM
  • With the NetSuite ODBC option you can use Xcelsius. Can't you print from Xcelsius?
    in Printable Dashboard Comment by JMUnderwood Aug 23, 2007 11:30PM
  • Andrew, You can easily export Xcelsius to a variety of formats, like PowerPoint, and print from there.
    in Printable Dashboard Comment by JMUnderwood Aug 24, 2007 1:40PM
  • Thanks for the confirmation Yang. Have a great day! Best Regards, JMU
    in Best Method to Return Transactions Totals with SQL Comment by JMUnderwood Aug 25, 2006 8:31AM
  • I have contacted Niels directly and asked for his test. I will respond to this post with the results. Ivan, Thanks for being proactive, and doing so very quickly. I look forward to the results of your test. Best Regards, JMU
    in Problem Using Aqua Data Studio with ODBC Driver Comment by JMUnderwood Aug 14, 2006 4:53PM
  • Maybe the Amount field at TRANSACTION_LINES | TRANSACTION_LINE_ID = 0 will help. Shannon, I think you may be on to something. Can someone from NetSuite please confirm this: The data in the Transaction_Lines view for Transaction_Line_ID = 0 is: [LIST=1] [*]Amount -- Transaction total as applied to the A/R ledger…
    in Best Method to Return Transactions Totals with SQL Comment by JMUnderwood Aug 21, 2006 6:49PM
  • Niels and the support team at OpenAccess have agreed on this conclusion, Sun's ODBC-JDBC bridge is the source of the bug. Thanks for working with Niels to understand the source problem so quickly. Is it possible to use the native Oracle driver to access the NetSuite Oracle database? Both ADS and Microsoft provide support…
    in Problem Using Aqua Data Studio with ODBC Driver Comment by JMUnderwood Aug 15, 2006 5:32PM
  • Can someone from NetSuite please confirm this? Evan? Yang? Anyone? I really need to move forward with this task, and I am hesitant to do so until my assumptions are confirmed. TIA, JMU
    in Best Method to Return Transactions Totals with SQL Comment by JMUnderwood Aug 23, 2006 7:15PM
  • Can anyone help on this? TIA. JMU
    in Best Method to Return Transactions Totals with SQL Comment by JMUnderwood Aug 19, 2006 7:14PM
  • Aqua Data Studio is apparently not showing unicode characters. The data can been seen within Excel and Crystal, which implies the issue is within the tool in use and not the driver. Ivan, thanks for your help. I have further discussed this with the lead ADS developer, and he is still quite sure the problem is with full…
    in Problem Using Aqua Data Studio with ODBC Driver Comment by JMUnderwood Aug 14, 2006 3:15PM
  • There may be a better option. If you are willing to consider changing email platforms from Microsoft Exchange then you might consider Google Apps. At SuiteWorld, NetSuite announced that a NetSuite Partner, Celigo, has released CloudExtend for Google Apps. Celigo CloudExtend for Google Apps enables true cloud-to-cloud…
    in Outlook 2010 Compatibility Comment by JMUnderwood May 20, 2011 5:19PM
  • I am having an awful time with NS for Outlook Integration 2.0 (NSOI2). We simply want it to run on one computer to sync events only! I ran across this email sync option by a NetSuite Partner (BlueBridge One): [LIST] [*][B]Auto Email Logger [/B]Are you tired of having to save and copy emails into NetSuite. Why doesnt this…
    in Outlook 2010 Compatibility Comment by JMUnderwood Sep 28, 2011 6:51PM
  • I'm the product manager for this product. We have a number of users using the Outlook 2010 client currently, and we want to understand any environment specific causes to help address the issue. Hi Bob, Thanks for this reply. We are trying to understand whether or not this product is mature enough to spend time…
    in Outlook 2010 Compatibility Comment by JMUnderwood Aug 19, 2011 2:20PM