Thanks for the suggestion Barry. JMU

I am not sure I would have entertained this. Bad practice. and certainly not what should be happening in normal flow of things... You're preaching to the choir here. It's not a practice I would have proposed or designed. But, unfortunately, it is a practice that is quite common in the Lit Support industry, so we have to…

I appreciate the suggestions you guys have made. Perhaps a little more info on our situation would help clarify. Here's an example: [LIST=1] [*]We have one real client, a law firm, who places an order with us. [*]This law firm has reached an agreement with other law firms involved in the case to split the payment for the…

So, Ray, is there a way to show the entire invoice, yet bill each party separately so that each party can see they are paying their fair share? We have two key objectives: [LIST=1] [*]Make sure we bill and receive payment for all items/services delivered. Thus, if separate invoices are sent, then they need to be linked…

Does anybody know if there is any way to NOT show the customer/vendor/etc numbers in dropdowns??? It's driving us nuts. We do want the entities auto-numbered, but we don't want to have to read through the entire dropdown list to find the right vendor/customer - we want the dropdown in alphabetical order without numbers, in…

We are just about to turn on one world - is there anything else we should watch out for? By "turn on" do you mean start implementation, or go live? If you mean start implementation, then yes, there are a number of critical things to properly setup/configure, and to take into consideration. Unfortunately the scope and…

Does anybody know a way around this? :eek: . Jase, Use Saved Search. Formulas and Summary functions are much more powerful and reliable.

The first thing that both vendors said was "Is there a way we can edit the Memo or comments of a Purchase Order so they can let us know throughout the week what stage they are at? The simple answer would be to say "Yes", You can edit the whole Purchase order vendor A!, once I change your privileges to EDIT P/O.....But...…

Hey Wiz, your link points to "Web Site Tags". Do these also work with Email templates?

Has anyone found a workaround that works with IE8?

Man I wish this worked, would solve so many problems but non-stored fields don't work with CRMSDK tags. . Thanks for the correction Steve. Because NetSuite is so inconsistent in what works where, it is very difficult to keep track of what actually does work. :(

Okay, so the answer is "no" for now? Can you suggest a work around? Thanks. You could create a custom, non-stored, field that would be a formula field to handle the logic. HTH.

The email function from NS isn't quite like Outlook, so the same usability rules don't always apply. To attach an image, you would either need to upload the file into NS and attach it via the Attachments tab in the email or upload it to NS or another file server (if using NS, make sure to check the "available without…

If you have the need to easily insert/embed images in either email or rich-text fields, please vote for the following enhancements: [LIST] [*]Enhancement 136233: - Ability to copy and paste images in messages field when sending an email [*]Enhancement 97050: - Add ability to insert/select image from File Cabinet in Rich…

FYI - There's an enhancement (#82310) requesting that the size of the e-mail template editor is increased. I guess the real question is why hasn't NetSuite implemented this ER yet? It is obviously a very minor task to change the window size, taking only a few minutes. It would benefit many, if not all users. I can't see…

E-mail merge lets you attach statements, but not letter merge. Thanks, -e Evan, Could the 2009.1 PDF Generator be of help here? Since it has the capability to produce a PDF report based an a Saved Search it could be a custom statement. I'm just not sure how this would be executed by the end user. I think a custom suitelet…

We abandoned NS and went for exporting the target list to Excel and running the mail merge directly in Word. We did the same thing for the same reason. Plus, we have more control in Word.

You can do this with a script... mms16, Thanks for sharing you script concept. How would you execute this script on an optional basis?

Is there a way to set this as default IF someone checks off the include transaction box? You have my vote for this -- it's a most OBVIOUS feature for anyone who has actually used it.

Is it possible to have any logic in a merge field? Something like <<NLIF(NLNAME='', 'name exists', 'name doesn't exists')>> We need this capability also. Steve, if you file an ER, please post ER# here so I an others can vote for it.

Thanks Ray, that's a good start. But I guess I was hoping for a more complicated example, using more of the merge fields. Also, I'd like to find a good source of "standard" text for sales emails that the sales gurus of the world have found to be effective. Any suggestions? Best Regards, JMU

If you are like me and are constantly updating the templates wording in an effort to perfect it, the html code gets overwhelming. Any suggestions?:confused: I use an external HTML editor to maintain all NetSuite eMail templates. Then I just copy/paste into NetSuite the HTML code when ready.

Possible but not recommended. better will be if you will insert CSS code between the <HEAD></HEAD> tags For example: <HEAD> <style type="text/css"> <!-- .word-space-footer { font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; color: #000000; letter-spacing: 3pt; } --> </style> </HEAD> O Webman, Thanks for…

No - comes without any. Ray, thanks for the bad news. :mad: Does anyone have any templates they would not mind sharing? TIA. JMU

email alerts as in from a saved search or marketing template? I've used table tags with both, what is it exactly that you are having problems with? NS is adding addtional HTML code "<br />" after each table tag, which causes an unnessary blank line. It looks like everything is double-spaced. This is in saved search email…

the best way is to not even have the styles in teh head of the template. Add them to the actual code itself such as: <td style="background-color:#333333;border-top:0px solid #000000;border-bottom:1px solid #FFFFFF;text-align:center;" align="center"> it's the best way to style a HTML email. I guess "best" is like beauty,…

Has anyone created a PDF template which is a multi-page contract with details that are "Line" items and Totals from an estimate? Mark, I don't believe NetSuite supports line item merge in any of the templates yet. But what you can do is create your contract that contains merge fields for everything BUT the estimate line…

I'm trying to do it the way you guys recommend, but I'm having basic problems with NetSuite adding HTML code to my Table tags. See NetSuite adds Extra Tag to Custom HTML for EMail Alerts for details. Am I doing something wrong? Have any of you had success using HTML Table tags with email alerts?

Thanks Sion. So this is for a LETTER template. To use for an EMail template, do I need only to replace the double brackets (« ») with the single brackets (< >) ? Best Regards, JMU

Thought this Document might be helpful for people doing any sort of Word document merge functions within Netsuite. Towerstream, thanks very much for sharing. This is a very helpful document, something that NetSuite should have provided us. Best Regards, JMU