Our Accounting department would like to send out reminder invoices to customers with open balances. We have been looking at the bulk e-mail but that only lets you send a statement and they can not edit the statement pdf layout the way they want it like the invoice layout. So they are looking for a way to attach the…

Ping..... We are looking into this same issues of restricting the report to the manager's department, or at least defaulting the report to their department so they don't have to customize the filters. Right now we are setting up a seperate report per department. Anyone got any ideas on this? The emailing out reports could…

Yes, that is part of the problem. They are only attached to the Prospect and not the Opportunity. The request is that those Activities that were on the Lead should be automatically attached to the Opportunity as well after/during the conversion. This way Sales can see the full picture from the Opportunity record without…

We have a similar need but mainly wanted to show the Last Activity for any person with a Sales Role instead of only someone who entered as the Sales Rep or Sales Team since we could have others entering activities against a record like you have with Support. Here is the enhancement we filed for this if you want to vote for…

Hello, No, I wasn't able to find any solution for this so I instructed some of my users to use the Outlook Integration to search for and attach their message to the Case when needed.

You can do certain things using Suitelets but it all depends what you are looking to do. We added a button when viewing a message that allows us to mark a message as Internal Only after it's been submitted. We had instances where messages were being sent between internal resources discussing a case but were not being…

What is your settings in Home > Set Preferences > General > Maximum Entries in Dropdowns? If there are to many contacts on that client then it may show the search if it's over your preference here.

It is actually connected to the Customer field so it will be located right underneath it always. You will also see it on all other Sales Transaction forms. We have filed an Enhancement to hide it on forms if we want - ER #146162.

Thank you for your response Mike. Sorry it took me so long to get back to this but this information is very helpful.

Is there any way to use scripting to mark a message as internal only after it's already been attached to a case? This would be needed if the Case was auto-created by email case capture and we want to hide that message from showing in the customer center.

Yes Svilen, We are actually already attached to that ER for this. I just wanted to throw it out on the message board to see if anyone else has any workarounds for it. Thanks.

Thanks! That worked great.

Has anyone built out anything to be able to report on this? This has been an enhancement for over 5 years now and still no sign of it being released so I would suspect that many customers have built out custom solutions. Anyone care to share what they have created? I am about to build out custom date and duration fields…

ecacho - THANK YOU for this tip to correct the inactive checkbox! This has been an "issue" for me since NS started doing this on every release preview.

I was told during the 2013.2 release that this was done on purpose, making all Saved Searches/Reports inactive, to turn off any scheduled email alerts or other notifications. We are attached to Enhancement #259508 to change this procedure. For reports you can easily do a mass update to change them back to Active but Saved…

I was having the same issues on my PC using IE8 last year. It would freeze or take a couple minutes to load any NetSuite page. I ended up having IT wipe my PC and re-image it and it's been working fine since. We think it may have been caused by once having Chrome installed. After I uninstalled Chrome is when I noticed the…

They were posted last year within a week or two after the conference.

This would be great. JCirocco - just checked out your website and if you could bring some of these to the meet and greet that would be appreciated! http://www.kegworks.com/the-go-plate-reusable-food-beverage-holder-1035-p173491?_s_icmp=promo-go-plates One of the best ideas I've ever seen!! :)

FYI - You can still get to the old Contact Support online pop-up form if you go to Setup > Company > Billing Questions. You can then change the filters like you used to for "Ask a Question", "Report a Defect", etc... I have filed this as a defect though because it has opened the Billing Questions link to all of our users.

I noticed that it acts similar as Chrome for Long text fields where you can resize the text boxes while viewing that page. This is a nice little feature to view long text entries.

Check out this site. They just posted a quick presentation and there is a webinar tomorrow. http://www.netsuite.com/portal/landing/ns-2010-2.shtml

Johanne - Thank you for your response but I already knew that IE is not supported by it and that is why I was asking the question if or when it will be. Sean - I appreciate your suggestion. I actually have looked at Box already and would love to have it but can't get everyone else on board with it as we just rolled out…

Anyone at NetSuite know the answer to when/if it will work with IE9+? Unfortunately, our IT "preferred" browser is IE at my organization so a majority of our users have to use it.

There should be the checkbox on the task called "Send Email" (unless renamed or hidden) that if checked will send the email. I also think by default this field is checked. We actually received a script workaround allowing us to default this field to unchecked for all users. You should contact NetSuite Support and have them…

No, that wasn't it but when I put the actual field ID in it would give an error (field not found). This was because I was missing the "record." before it. "record.custcol_hd_helpdesktime" So... now it is working, sort of. When the page loads it shows the correct Help Desk case in the field but then it dissapears when the…

Hello, Was this ever solved? I would like to do the same thing as Rich but don't want to use a custom time record instead of NetSuite's standard Time Tracking.

Hello, I just wanted to post here to see if anyone could help me on my other thread I just posted regarding the Time Entry functionality related to Custom Records. I was able to add a sublist on our Custom Record to view the time tracked against by adding the custom field to the Time form so now i'm looking to create an…

Thanks Rich, It looks like we have to create a custom child record duplicating the Time form if you want to enter time directly on a custom record. You could possibly then script the creation of a standard time entry duplicating your custom time entry. This would at least allow the ability to use the standard reports and…

Hello Liz, I am also looking into this. I have messed around with the Help Desk feature which utilizes the Support Case functionality but have found a couple limitations noted in this thread. The thread that Olivier looks promising but the bundle still hasn't been published that the NS Employee posted about. Plus you would…

It is easy to create using the free-form text field. But if you look at the release notes for the 2011.1 release they are supposedly releasing the ability to have a Date/Time custom field type.