Olivier Gagnon NC Red Ribbon

If someone has opted out, you cannot send them mass-communication. That is the intent of this feature. No exceptions. You can however send them an individual email.

Ahh, nope! Templates allow you to use what's known as CRMSDK Tags. This allows you to dynamically pull information from NS records (like customer name, invoice body information, etc). Their limitation is that they cannot access Transaction Line information. If you need detailed line info (and, obviously, a print out of the…

Here, best thing would be to review the documentation on this. You can find it in the Help under "NetSuite Basics : Working with Email : Working with Mail Merge" Check out Merging Letters, and also Working with CRMSDK tags and Using Letter Templates Cheers

No. One customer really, really needed custom logic on these. I ended up reproducing the entire screen using a suitelet and much code, and then was able to do whatever I needed to. It worked pretty well, but it also took A LOT of time to do.

Hi Charlie, I don't really see any problems. I think you should send this to Support.

Do they have email addresses? Are they soft or hard opt-ins, and not opt-outs?

The record would still get submitted, but it's be useless - you wouldn't know who this data belongs to. Kirk's solution wouldn't help attach the record to the (right) record, no, but it would help as a verification step. If the Customer selected in the dropdown doesn't match the name, first name, etc, then you know…

If I understand the problem correctly, one way would be to create a Custom Record with an Online Form for the dealer application. The form would have a hidden or disabled customer field on it. You can then email the link to the online form, though for each email, you add a HTML parameter that specifies the customer…

You would be only able to use CSS on HTML elements added within the inlinehtml field type. Well, that's not strictly speaking true. You could probably hack NetSuite fields and change theiur CSS - but I highly recommend you don't. In this example, is the Hello World correctly coming in red?

I think you're trying to do something like this - function demoHTML(request,response) { var form = nlapiCreateForm('My Form', false); var field = form.addField( 'custpage_btn', 'inlinehtml'); x='<h1 style="color:#FF0000">Hello World</h1>'; field.setDefaultValue(x); field.setLayoutType('normal', 'startcol')…

You can only have 1 response.write(). Calling it multiple times does NOT concatenate everything. You want to build a string containing all your combined HTML, and only response.write() at the very end. However, that said, you cannot mix and match pure HTML and Form-based layouts. It's one or the other, with the exception…

I'm not sure I understand what's going on with your inlinehtml field. Why do you set the default twice? And why is x the same string as what you write in the field? If you're trying to write 2 different HTML chunks, then you should add 2 inlinehtml fields, one at the top and one at the bottom.

Most likely this means you are trying to set the Customer for this case to a Customer that is Inactive.

Have you reviewed the topic in the Help under: Marketing, Sales Force Automation, and Partners : Marketing : Customer Surveys : Building an Online Form for a Customer Survey This should have all the steps you require. No, it is not possible to email out the form. You need a database to record answers. All survey programs…

Holy Unexpected Error, Olivier! Does it count if we actually say that sometimes? ;)

Hi Jimmy Custom Records output to PDF very badly. The ideal solution would be to use scripting to create a PDF output with the correct layout. The is a API in the scripting language that lets you specify EXACTLY how the form should look, and then generate it. This sounds exactly like what you want to do.

Anyone that Netsuite doesn't have a record for, or cannot match to a record (incomplete info, etc), gets assigned to Anonymous Customer. Unfortunatly, this means both Spam and customers go in this way, so there are no simple solutions to kill spam but let unidentified customers through.

I'm not sure how your Company fields works. Is that linked to the actual Case Customer field? If it is, they'd have to enter an extact match, yes. Where is this form exposed? Do you let "strangers" enter cases? If you only support existing customers, best practice would be to have this form within a logged-in area, where…

S'kinda hard to explain on here. Maybe if you call Support you can ask to be walked through it. Or you can get a contract with your friendly neighbourhood Netsuite Partner for some help.

Adam, you can open the Help and find the "SuiteTalk (Web Services) Records" section and check that out. There is no relationship diagram of Netsuite objects, but that guide will expose all the fields (perhaps in conjunction with the Record Object Browser, also available in the Help).

Not 100% sure this refers to the same thing, but a Beta environment usually refers to an instance Netsuite provisions to you for 2 weeks before version changes so you can text your code. A Sandbox is a permanent test environment - you can talk to you Netsuite rep about that (you do have to pay for it seperatly).

1. I've been told by NetSuite that it isn't possible to directly supply the sales rep I want to assign to a new lead generated through an online form, that you have to go through the rules and territories to do this. My problem is if we do this then we could potentially end up with dozens of rules and territories to…

I'm not saying this is necessarely the problem here, but riskScore.value == 'Low'; should read riskScore.value = 'Low';

Hi Charlie, Existing online forms are only for Customers. So yes, the second approach is your best bet.

Hmm. I'd either keep Cases, and add the missing stuff (items, ability to transform to SO) with customization and scripting, or go with a Custom Record and build the whole thing. Either way, to achieve your goal, some customization and scripting will be required I think. I don't think there's any out-of-the-box record that…

You can use sum() as a function, so you can for example so something like sum({amount})/nullif(sum({quantity}),0) or something like that.

Depends entirely on volume. The report may be "simple" in terms that it only has a few columns, but if you have a large amount of SKUs, or NS needs to compile this report from looking at a large amount of sales data, it may time out. You can reach out to NetSuite Support and log a case, They can have the Performance team…

The Memo field in transaction searches should correspond to the description field.

You should be able to using formulas. You set up 12 formula fields (1 for each month). For formula needs to be something like case when to_char({startdate},'MM')='1' then 1 else 0 end Replace 1 with the correct month for each column, then add a SUM grouping on each one. Hopefully this can get you started

There's an Inventory Turnover report under Reports->Inventory. If that doesn't do the trick you should be able to build a saved search to show what you want. Could make a transaction saved search, sum the qty being fulfilled, and set a filter to spot what you define as slow-moving.