Hi @Vernita and @JohnCirocco We are still working on fixing the leaderboards. Thank you.

Hi @jjns I would like to follow up on this thread. Are you able to reach out to one of the administrators of your test account to check on your login? Have you reached out to your account manager to check and request the status of your test account? Please let us know if you need further assistance. Thank you.

Hi @ojn Aside from the enhancement provided above, enhancement #133852 is also similar to the feature requested. Please visit SuiteIdeas and vote for the enhancements. I suggest adding your notes in the comment section and being as detailed as possible as to why this feature is important. I hope this answers your question.…

Great! Thanks for keeping us updated. 😊

Hi @CRATIV_Jason 1. One saved search will do for Customers, Leads and Prospects. 2. Since you will be sourcing the criteria from two different records, you will need two separate searches. 3. Are those emails come from a saved search? 4. It is the Created By field. I hope these answers your questions.

Hi @User_5CWY0 As per design, the System Notes Saved Search results are filtered by the currently logged in User when the role is non-Administrator. It is the System Notes records that are being filtered, and not who owns the saved search. I hope this answers your question. Thank you.

Hi @User_NG5TG When you try to customize the report, it will only give you an option to add the Transaction Type and the Forecast Type. However, counting the number of Opportunities is not an option in the customization. As per SuiteAnswers ID 9617, When you create an estimate for an opportunity, the opportunity record no…

Hi @Janakan I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn…

Hi @nir.levy Linking datasets is different from grouping the results. As mentioned above, using the Summary Type or group in a workbook is logged under Enhancement Request #536459. Please visit SuiteIdeas to vote for this enhancement, and don't forget to include the reason why it is important to have this feature available…

Hi @jjns This is similar to this thread: I want to extend my demo account expiry date. The support team does not have access to your accounts. I recommend reaching out directly to your account manager. Thank you.

Hi @ojn Since you already created custom reports, allow the users to access them and remove the Financial Statement permission from the role. Let me know if this helps.

Glad to help. 😊

Hi @nir.levy If you cannot utilize the pivot table, I suggest to use the Employee Saved Search. You should be able to use the Summary Type to group roles and count the employees. Using the Summary Type in a workbook is logged under Enhancement Request #536459. Please visit SuiteIdeas to vote for this enhancement. I hope…

Hi @Dext3r Go to Customization > Scripting > Script Deployments. Click the Edit link of each of the following Suitelets. On the Audience tab of each script deployment, select the roles that you want to give access to. Click Save. I hope this helps.

Hi @Janakan How did you import the Contacts? I successfully updated/removed the Contact's Company information using the following setup. Navigate to Setup > Import/Export > Import CSV Records Step 1: Scan & Upload CSV File Import Type: Relationships Record Type: Contacts Only Select and Upload the CSV File created in A…

Hi @hbethell and Sue, Please feel free to ask questions here as well. Gurus and NetSuite professionals can provide insights and answers to your queries. 😊

Hi @User_NG5TG When your sales reps put each opportunity and estimate into a forecast category, you get these forecast numbers. Example: For reference, see SuiteAnswers ID 9685 Forecasting Best Practices. Thank you.

Thank you @Lea Orzales-Oracle! 😊 Hi @User_K51C7, We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @ksage Let us know if the information provided in my previous comment was helpful. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. Doing so will not only assist other community members with similar concerns in finding the solution more effortlessly but also…

Hi @User_W0WFQ Let us know if the information provided in my previous comment was helpful. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. Doing so will not only assist other community members with similar concerns in finding the solution more effortlessly but…

Hi @User_XXTWN Let us know if the information provided in my previous comment was helpful. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. Doing so will not only assist other community members with similar concerns in finding the solution more effortlessly but…

Hi @Puja Ghosh 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.

Thank you for testing it out and for sharing the solution, @Vernita. 😊

Hi @CDuf, Thank you for voting for the enhancement request. I checked for a possible workaround; however, it doesn't have the from and to date fields for us to calculate the number of days in between the changes to its status. For other members who might have other ways of getting the exact number of days in each status,…

You can select own, subordinate, and unassigned. This will return all results that are under the same location as the user's employee record, and transactions belong to themselves, their team members, or unassigned.

Hi @User_JN6ZZ, Do you have a Basic Support type? Please try the solution in SuiteAnswers ID 68833 which is to go to SuiteAnswers > Contact Support and click on the ‘Chat with our NetSuite Virtual Support Assistant’ option. Let us know how it goes. Thank you.

Hi @User_Q1DPO, Have you tried the suggested workaround? Did it help?

Hi @ojn, Can you please confirm if the CostCenter-1 is a custom segment? Is it a Department, Class or Location? If so, the Permission and Restriction for a specific employee to have access per department/cost center is logged under enhancement request #254784. The workaround is to remove Financial statement permission,…

Hi @User_7NEDX, Here it is. none - default to own – There are no limitations on the selections possible. Fields of this nature will automatically choose the user. own, subordinate, and unassigned – Users are limited to picking themselves, their team members or unassigned. They can't pick others. Note that unassigned is…

Hi @User_NG5TG Thank you for reaching out and sharing your concerns regarding the challenges with Sales rep quotas in transaction saved searches. We understand the frustration caused by these limitations. While enhancements are in progress, and to anyone in our community experiencing similar issues, we encourage you to…