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

Hi@KR Mike, You can use the customize the System Administrator role. See this SuiteAnswers ID: 30512 Create a Custom Administrator Role That Does Not Have Any Access to Financial Data. I hope this helps.

Thank you, @Angela Bayliss. Hi @Melody Tran, the Enhancement Request #82338 Lists > Relationships > Groups > New > Employee Group > Allow for a Partner Group, similar to what's available for Sales Group or Support Group is related to the feature you're requesting.

Hi @User_Q1DPO Let us know if the information provided in the comments 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…

My observation is based on your sample CSV file provided. We can avoid the duplicate if you have an External ID. Please note that it is very important to include an External ID as this will serve as a reference key to ensure that the Contacts belong to the same Company. Using the Customer Saved Search you can add the…

Hi @User_9EZM3, Please check the message I've sent to your inbox. Thank you.

Thank you for posting this thread, @Joseph Amalraj Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Welcome to the NetSuite Support Community @User_ZHNFV and @Honey Soe!

Hi @Bee Yook 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…

Thank you for posting this thread, @Paul Salkeld Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @R. Dieka Pribadi G. E., Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite,…

Thank you for posting this thread, @User_Q1DPO Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @PaulFleetwood Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Thank you for posting this thread, @User_FHYZH Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Hi @Paul Salkeld Thank you for posting this thread. This is similar to this discussion: Publishing a dashboard for a customer. I hope the workaround is feasible for you.

Thank you, @Angela Bayliss. Hi Agus, Yes. In the Copy Others dropdown list, you must select an additional recipient that is listed in the system, choose whether to include them in the Cc or Bcc list, and click Add.

Thanks @Angela Bayliss and @E. Alex Davis-Oracle for sharing your insights!

There's an available workaround in the article provided. If it does not work for you, you can vote on the enhancement requests related to the feature. Thank you.

As per my testing, it will create a new company if both lead and contact records are created by the CSV import. It would be best to create a lead record first, then do another CSV import to update the record. You can use the internal ID, so it won't create any duplicates.

Thank you for your input on this topic, @Angela Bayliss. To other community members, please feel free to comment with your thoughts on this discussion.

Thank you for posting this thread, @Andy Bruner Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

What is the subject of the email? Is it an administrative email or an alert?

Glad to hear that. Thank you for keeping this thread updated. 😊

Hi @CRATIV_Jason, It seems that the Company Name was mapped in the Lead record. Can you do the mapping below? Try this to only one record and it should not create a duplicate. I hope this helps.

Hi @Christine Gossman The ability to create a recurring project tasks is logged under enhancement # 329747. Please feel free to vote for the enhancement request at SuiteIdeas. Thank you.

Hi @Vernita Bulk Merge emails do not get logged under Customer > Communication > Messages but get logged under Customer > Communication > Bulk Merge. I hope this answers your question. Thank you.

Hi @Jeroen Sprangers ZS Can you guide us on exactly where this record is that you are trying to update?

Thank you for keeping this thread updated, @User_V5KBL I suggest voting on the similar enhancement request and making sure to add the details as concisely as possible for our team to be able to review the enhancement request.

Thank you for keeping this thread updated, @User_2LD8N!

Thank you for your confirmation. As per checking, this is not possible through SuiteAnalytics Connect. The workaround is to pull up this information through a saved search. You can also submit an enhancement request at SuiteIdeas. Please make sure to be specific and more concise when submitting an enhancement. It is…

Thanks for keeping this thread updated, @Gab JS. Let us know if setting this record to full access level help you create and edit the a record. Have a good one!