Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @User_2OF6Z A sales rule is a set of parameters for how NetSuite assigns potential customers to sales reps. Sales rules are based on standard and custom fields found on lead, prospect, and customer records. If you do not have the Sales by Location field, have you tried using the City, State or Zip/Postal Code instead?

Hi @User_Q1DPO, You can do this through workflow. See SuiteAnswers ID 66731 as a reference on how to create a workflow. Also, as previously mentioned in your other thread, you can use a script. If this is dunning, you can check out the workaround posted in this thread below.

Hi @Kedalene, Please make sure that the role has permission to these following records. Thank you.

What type of roles are these? Did these roles come with a bundle?

@yuki nomoto様 ScruiteScriptのようなロックされたフォルダ・レコードの「グループによる制限」フィールドを使用する機能は、機能改善要求#205578として記録されます。SuiteIdeasにアクセスし、この機能改善に投票してください。 参考になれば幸いです。ありがとうございます。

Hi @User_H43BJ That is how it was set. Please see below. For reference, see SuiteAnswers 87470 System Notes v2 Workbook.

Hi @BM136 The ability to separate permission for global and saved searches is logged under enhancement request #415347. As a workaround, you need to review each saved search and add a restriction. I hope this answers your question. Thank you.

You're welcome, @User_Q3A12! 😊

Hi @KH I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll also…

Hi @User_LWGFZ I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @ESmith2014 I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @KH Try to create the support case through SuiteAnswers. Click Contact Support. Select Create Support Case. Let us know how it goes.

There are no criteria, but the more votes you get, the greater the chance of it being checked by our Product Management team.

Hi @ErinMurphy, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_H43BJ The ability to pull up a report or saved search that will show the roles assigned to the employee at a specific date or who assigned it is logged under enhancement request #328245. As a workaround, navigate to the Employee record > Access tab > History subtab. You will see the date/time of the roles assigned…

Hi @User_Q3A12, Navigate to Setup > Company > NetSuite Account Information > View Billing Information. Click the Billable Components subtab and look for Specialized User: CRM in the Component column. The Current Provisioned Qty column shows the number of users to whom you can assign this role and the Current Used Qty are…

Hi @ESmith2014 When voting on an enhancement request, we highly suggest including the importance of the feature you are requesting. We in the support could really not tell as to when the enhancement will be implemented, but rest assured that our Product Management team periodically reviews these enhancement requests.

Hi @User_LWGFZ These are the SuiteAnswers articles that will help you with your import. Answer ID 9973 Guidelines for CSV Import Files Answer ID 9933 General CSV Field Mapping Tips Answer ID 9972 General CSV File Conventions

Thank you, @Able Wilson. @Vishnu M, The fields can't be modified in the search. I suggest voting on the enhancement request and adding a comment to highlight the importance of this feature for your business needs.

Hi @ErinMurphy, As per checking, the Package tracking number tags on Item Fulfillment page are hard-coded and currently there is no available freemarker that we can use to show the link on email templates. We do have an existing enhancement request logged under the 160056 CRMSDK tag > Transactions > Item Fulfillment/ Sales…

Hi @Vishnu M, The Audit Trail link is visible because of the Perform Search and the record permissions added to the role. There is an existing enhancement request logged under #294710 To have a separate permission to remove the Audit Trail link from Saved Searches. Please visit SuiteIdeas to vote for this enhancement.

Hi @Kerith, Please follow the steps below on how to troubleshoot the issue. Clear the browser's cache. Make sure that the First and Last Name are populated in the Employee Record of the User submitting the ticket (Administrator and/or Authorized contact). Let us know how it goes.

Hi @Elina Kourouzidou, As per checking, this is logged under enhancement request #116165 Add the ability to have customers assigned to a Location and restrict NetSuite users to see only customers by location. I consulted customization internally and confirmed that this is not possible through workflow. Please visit…

Hi Kedalene, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll…

Hi @gbradley Just checking if you were able to see previous comment. Let us know if you need help in creating a support case. Thank you.

Thank you for sharing your solution in the community, @PatrickConrad.

Awesome! Thank you for keeping this thread updated.

Hi Kedalene, As per checking, these are the enabled features in your account. Those cannot be removed in the menu unless the feature is disabled, and it will be applied across all users regardless of the roles or center types. However, if the user does not have access to these records, they will get a message "You do not…

Hi @PatrickConrad I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @gbradley To confirm, this is only happening in the vendor record. This is a potential defect, and I would suggest opening a support case. Please let me know if you need help in creating one.