Hi @SILJA K C, 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_IUY7H , Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @MJ NCO Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @dle_35705, 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 @Dext3r 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…

Have you checked if removing the restrictions will let the users view the folder?

Hi @Lee Ann R, For Budget vs. Actual report, look for Financial Statements permission. For the remaining reports, the user have access to these reports due to the International Tax Reports SuiteApp installed.

Hi @Prince Lenin, In the Employee Restrictions field, you can select own, subordinate, and unassigned – Users are restricted when selecting any of the employee, sales rep, or supervisor fields. Users are granted access to records belonging to their supervisor hierarchy. Users may only select themselves or their…

Hi @User_Q1DPO When running a saved search, the role must have permission to at least view the records and fields that the role wants to access. Since your saved search is looking for an account ID, you must grant this role to have access to the record.

Hi @SILJA K C, As per SuiteAnswers ID 9683 Forecast by Sales Rep Report, does not support reporting by period, as some of the factors to be considered are based within the time period you are forecasting. I hope this answers your question.

Hi @Kent K. Follow the steps below to update the Customer Center Email Template. Navigate to Setup > Company > Email Preferences > Templates > Customer Center Email Template. Take note on the default template selected. Navigate to Setup > Company > System Email Templates Click Edit beside the default template set in…

Thank you for your insight, @PatrickConrad. Hi @User_W1BGU, I tried using ${.now?date} and here's the result. I hope this help.

Hi @MJ NCO The changes made on the folder restriction based on dynamic group take time to take effect, as the folder is restricted to a snapshot of the dynamic group members. The snapshot is updated twice a day. This is a standard behavior based on SuiteAnswers article 8926 Restricting Access to File Cabinet Folders. For…

Hi @Sam Chiu TP/TW As per checking, the feature you are looking for is not available in NetSuite. I suggest submitting a new enhancement request for this feature at SuiteIdeas.

Hi @User_IUY7H , Please log out and login again. Let me know if this works this time. Thank you.

Hi @Kent K. This tag only applies to Employee, Customer, Partner and Vendor when you give them access to your NetSuite account.

Hi @Dext3r I suggest not relying solely on the available fields in the dropdown menu. Are these fields present in the actual custom record? Could you send a screenshot of the specific field you want to populate from the custom record? Note: Please hide any confidential information before posting the screenshot in reply.

Hi @Razvan Mesteriuc, The Stage field indicates whether the customer is a lead, prospect or customer. If a customer record is defined as a Lead and then that customer record has an opportunity record, the customer record Stage field will automatically be updated to reflect the new prospect stage. After the opportunity…

みなさん、時間です！ 正しい解答とその説明については、次の詳細を参照してください。 回答: D. 「自分のロール」ページに移動し、目的のデフォルトのロールを探します。3つのドッ ト・アイコンにマウス・ポインタを重ねて「デフォルトにする」を選択します。 送信電子メールの合計電子メール・サイズ制限は15MBです。この制限は、電子メールメッセージの内容とすべての添付ファイルに対するものです。 電子メールおよび添付ファイルのサイズ制限の詳細はSuiteAsnwers ID 107445を参照してください。 New to NetSuite ページにある他の有益な記事をチェックして、NetSuiteを最大限に活用しましょう！

O tempo está acontecendo, pessoal! Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta: D. Vá para a página Minhas funções > procure a função padrão desejada > passe o mouse sobre o ícone de 3 pontos e selecione Tornar padrão. Você só pode definir a função padrão na página Minhas funções.…

¡Se acabó el tiempo! La respuesta correcta y su explicación figuran a continuación: Respuesta: D. Vaya a la página Mis roles > Busque el rol predeterminado deseado > Pase el cursor sobre el icono de tres puntos y seleccione Establecer como predeterminado. Solo puede definir el rol por defecto en la página Mis roles. Nota:…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Answer: D Go to the My Roles page > Look for the desired default role > Hover over the 3 dots icon and select Make Default. You can only set the default role in the My Roles page. Note: There is no Default Role checkbox in records. To…

Hi @User_2CE7R Please feel free to post another question if you decide to create one and have questions after creating the workflow.

Congratulations! ✨

Hi @User_2CE7R 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 @Mitchell Carlisle 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,…

Hi @Dext3r From which record are these fields from? ${contact.entityId} ${entity.entityId} ${contact.firstName} ${customer.entityId} ${customer.firstName} If it is a custom record, what is the custom record id?

Hi @Dext3r When you merge both records, which is your master record? Is it the lead or the customer?

Hi @dle_35705, In addition to what @markbell10 mentioned, you can add permissions directly to the employee record. Navigate to the employee record Access tab > Global Permissions > Add Customers.

Hi @User_2I30C 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…