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  • . [LIST=1] [*]It seems that a primary Use Case has been completely overlooked, and not implemented in the current version: Installing Multiple Bundles (from the same acct) that Have Common Elements/Objects[LIST] [*]What happens now is that when you install a bundle, it will create a new custom field (with a new ID) EVEN if…
    in SuiteBundler Questions & Shortcomings Comment by JMUnderwood Feb 26, 2009 10:15PM
  • Hi folks, We added more SuiteBundler documentation for the 2007.1.0 help release that went out Friday night (10/5). These updates should have also been back ported back to the 2007.0.5 help center. That was just an oversight. I will see if we can do a build this week for 2007.0.5 to add the SuiteBundler documentation.…
    in SuiteBundler Questions & Shortcomings Comment by JMUnderwood Oct 8, 2007 2:01PM
  • New Bundle alert. Bundle Id 495 provides the ability to set preferred transaction form on per customer basis. anetsuite, Thanks for sharing this new SuiteBundle. It sounds very useful, as well as instructive. However, I think it would be helpful if you had a better way of announcing new bundles. It was strictly by chance…
    in Bundle to set preferred transaction form on per customer basis Comment by JMUnderwood Oct 1, 2007 11:57PM
  • Paul, Have you tried a normal (not a Summary) search using the "Last Modified" field? This field on in the Customer record, not on the User Notes record.
    in Saved search : wrong results? Comment by JMUnderwood Mar 12, 2011 1:50PM
  • See the online Help for: [LIST] [*]Configuring Fields or Screens [*]Using Inline Editing[/LIST]
    in Making Columns editable in Saved Searched Comment by JMUnderwood Feb 19, 2011 5:57PM
  • Has anyone done any script that will make the IF the same as SO and same as invoice#, or a simplier numbering scheme then what it is right now. We are finding our customers and staff are getting confused with the different numbers ie SO9999 IF 9999-1 9999-2 invoice 999-1 9999-2 As an alternative, you can show the SO# on…
    in Same number for Sales Order, Item Fulfillments and Invoices Comment by JMUnderwood Jul 31, 2010 8:15PM
  • Has anyone else had problems with the signature removing HTML tags? Im trying to put in some font tags to jazz it up a bit but it keeps removing everything and replacing it with its on BR tags :( I have had problems with HTML in the Signature. The NetSuite Signature block seems to be extremely sensitive to minor variations…
    in HTML Signature removes tags Comment by JMUnderwood Mar 7, 2009 10:30PM
  • Hi Maria We have looked at that option. Our problem is it will be a long manual process to go through the 30 odd thousand items to see which have been touched and then yes we can do a mass update the new import. Since we do this on a daily basis (due to the mad dollar movement) at the moment we will end up with millions of…
    in Adding & then creating quotes from a Price list Comment by JMUnderwood Oct 25, 2008 1:42PM
  • Hi Krishnan, Is it possible for you to file an online case which includes a detailed description on what exactly would you want so I can have someone check on it. We can share it to everyone after. Cheers! Karl, We need Cases for Vendors as well. The requirement is real simple: provide the same Support tab with Cases and…
    in Vendor Cases? Comment by JMUnderwood Nov 9, 2008 2:25AM
  • Hi We would like to upload some of our Television Commercials into the File Cabinet, and then link them into our Item records. Video files typically require a great deal of storage, from 100's MB to GBs. If you have many video files to store, then you may want to consider an external hosting site. You can then store the…
    in Video in File Cabinet Comment by JMUnderwood Apr 23, 2008 10:06PM
  • JMU, Just out of curiosity, why not create a case and then manage the collaboration on the case and add tasks or other activities as needed. What is the advantage of trying to do this on a task as opposed to a case? Tom Tom, The BIG advantage in using tasks is that work tasks rollup into Summary Tasks, and all tasks rollup…
    in Tasks - Need improving in at least 2 areas. Comment by JMUnderwood Jan 24, 2008 10:59PM
  • The MAJOR hole in tasks that I have found is messaging and cases. Almost all other record types support both messaging and case, but not Tasks. Why??? Seems like this would be an easy fix just by adding the standard Messages and Cases tabs to Tasks. Typically tasks need a lot of communication and collaboration. Cases would…
    in Tasks - Need improving in at least 2 areas. Comment by JMUnderwood Jan 17, 2008 11:16PM
  • NS - I am getting to the point where I need some changes in tasking in the system. 3 areas specifically. 1. Ablity to task more than one person with the same task. Ray, IMO this is flawed tasking. One Task == One Person. What does it mean to assign multiple people to the same task?: [LIST=1] [*]Each person performs the…
    in Tasks - Need improving in at least 2 areas. Comment by JMUnderwood Jan 17, 2008 11:10PM
  • - The opportunity record is used to track the deal the sales rep is working on to convert the prospect into a customer. - It is possible to have multiple Lina, This is a very limited perspective IMO. After you convert a prospect to a customer, there will (hopefully) be many more real opportunities to sell that customer new…
    in Opportunity link to Prospects Comment by JMUnderwood Feb 12, 2008 3:27PM
  • As for the custom fields - is smbxml my best method or populating these fields (we have for 17,000 records) or would there be a better way? You might want to look at "Mass Update".
    in Opportunity link to Prospects Comment by JMUnderwood Nov 9, 2007 4:23PM
  • Is just tracking changes to line items enough, as in quantity or custom fields changed? Or do people need to track deletion also? We need to track Addition and deletion as well. Often the customer calls to cancel an item, or the sales rep has made a mistake. If implemented, do I assume correctly that it would be…
    in Tracking Line Item Changes in System Notes Comment by JMUnderwood Oct 1, 2007 3:04PM
  • Well, tracking deletion makes it more problematic and we might not be able to get it out as soon. Thanks, -e If tracking deletion would result in a significant delay, you could always release it in two phases. Tracking everything except deletion would be a big step forward.
    in Tracking Line Item Changes in System Notes Comment by JMUnderwood Oct 1, 2007 3:22PM
  • If you are at the customer level and issue a CRM message (email message) using a template to the contact on the record - what is the field you select for company id in the UI. ?. . So do you have the CUSTOMER record open, or the CONTACT record open when you click on the new "EMAIL" button? Assuming CONTACT record, the…
    in Tag for customer ID in custom email templates. Comment by JMUnderwood Sep 14, 2007 2:03AM
  • On the transaction forms with partner team selling enabled - you have sales team and partner team. On the entity forms the sales team is where it should be put the partner team is buried in the sales tab ?. very confusing. Can we standardize this to have the partner team tab on the general tab.. This kind of stuff is…
    in New partner team selling - needs tidying up. Comment by JMUnderwood Sep 14, 2007 6:21PM
  • This appears to be yet another NetSuite inconsistency. Notification email templates are provided for Case Assignment and Case Escalation, but not for Issue Assignment nor Task Assignment. These email templates provide for use of merge fields which you can customize.
    in Issue Management - Email Notifications Comment by JMUnderwood Sep 17, 2007 8:16PM
  • Now this does look like spam - wouldnt anyone agree ?. Ray, Agreed! Even if it's not spam, it certainly not customer friendly. :( This is yet another case in inconsistent UI ?!?!! :confused: The Setup for Customer Support provides email templates for all auto-emails. Why should Marketing be any different? There should be a…
    in Inviting contact to subscribe. Most unfriendly message I have seen. Comment by JMUnderwood Sep 15, 2007 6:44PM
  • OK, I see it now. Just couldn't quite connect those earlier dots. :o So, yeah, this would be good to have for SO created internally as well. Then that 360 deg view that Zach's always talking about would be the same no matter how the customer placed the order. ;)
    in Restricting items by customer? Comment by JMUnderwood Aug 30, 2007 1:25AM
  • Our vote has been cast for Issue Enhancement # 1908 - E-mail confirmation of transactions sent. Specifically we would like to see two fields added to the email record: 1. Date/Time the email was DELIVERED to the recipients mail system 2. Date/Time the email was READ by the recipient This is very important to make sure our…
    in Email return receipt Comment by JMUnderwood Sep 1, 2007 3:22PM
  • I am hoping someone has ideas on how to deal with this situation: Sometimes when we are speaking to a customer on the phone, we will create a quote in the system with alternate/custom pricing for items without inputting the customer's name. However, when we go to enter the customer info once we have already started…
    in Quote Prices change when you change or enter a customer name Comment by JMUnderwood Aug 23, 2007 11:48PM
  • This functionality does work in the customer center. Thanks, -e Sounds good Evan. Could you give us a few details about how to set this up (or point us to the proper documentation)? Thanks.
    in Restricting items by customer? Comment by JMUnderwood Aug 29, 2007 10:22PM
  • Changing the sales order AFTER is has been billed is not a good practice IMO. It has NO impact on the invoice, and causes the SO to change status back to "Pending Billing". This can easily lead to duplicate/overlap billing. You could modify the Invoice, but this will now make it out of sync with the SO, EVEN if they both…
    in Refunding a Line Item when Sale has been Billed... Comment by JMUnderwood Aug 27, 2007 4:35PM
  • mail.yourdomain.com is preferred. When you use mail.yourdomain.com you still keep your brand and your domain management at the same place. there is no need to register new domain Ofer, Does "mail.yourdomain.com" need to exist as an entry in your DNS records? If so, what host would it point to? Thanks.
    in Netsuite Email campaigns getting Caught in SPAM Filters? Comment by JMUnderwood Sep 4, 2007 11:54AM
  • What role have you assigned to your accounts? Assuming that you have either Administrator or Full Access role, the easiest way is to Compare Roles with your accountant's role. You can access this from Setup > Users/Roles > Show Role Differences. Looking at the differences should give you a big clue. For more information,…
    in Group not grouping Comment by JMUnderwood Aug 3, 2007 2:03PM
  • Our biggest problem was with the inability to report revenue appropriately in our income statement by Department (we renamed to LOB - Line of Business). This is required by Financial Institutions that are associated with us. Netsuite figured out that this issue is a very large one and can not be fixed any sooner than 2009.…
    in Bugs within Advanced Job Tracking Comment by JMUnderwood Sep 12, 2007 11:33AM
  • I have logged a new issue to track this - 126991. It turns out that the issue is related to the Bill Cost to Customers feature. I am pushing to get this fixed ASAP. Sean, thanks for being proactive on this and moving so quickly. NetSuite could use more people like you.
    in Bugs within Advanced Job Tracking Comment by JMUnderwood Jun 27, 2007 3:18PM