Roger, are you referring to a crm support case? There is a Support Preference for "Lock Closed Cases After Lockout Period". If checked, it locks cases from editing after they have been closed for the number of days you specify in the Case Lockout Period field. Locked cases cannot be edited or grabbed by anyone other than…

Please refer to this SuiteAnswer regarding DMARC-compliant messaging in NetSuite - https://netsuite.custhelp.com/app/answers/detail/a_id/43220/kw/dmarc

Please contact Support if specific records are experiencing slowness.

Does this happen when the user tries to Edit an Event created by another member and are they clicking events from a shared calendar? If so, try to edit the event while the shared calendar is selected. Thanks,

Hi Amy, We are tracking this requirement in Enhancement Request 128637 - Ability to have a BCC for internal employees when creating an email in the case. Thanks,

Hello, The SuiteAnswer Id: 14200 mentions this scenario and a possible solution. If your company is using an Exchange Server for the support email address set at Setup > Support > Support Preference > Main Support Email Address, the Administrator of the company could: 1. Create a filter to block a specific keyword on the…

Hello, You could import them as contacts only, and attach them to existing entities, or import them without reference to an entity. See the SuiteAnswer Help topic, "Contacts Only Import" for more information. (Answer Id: 9961) Note: If your account is using NetSuite OneWorld, the Subsidiary field is a required field for…

Hello vj2k, Perform Search: This permission has two possible levels, View and Full. If you have View level for the Perform Search permission, you can run searches, and create and run saved searches, for record types to which you have access. If you have Full level for the Perform Search permission, you can run, export, and…

If two duplicate records each have login access, but the records have different email addresses, they are considered to have conflicting login access. To set how you would like to resolve duplicate records that have conflicting login access: 1. Log in to NetSuite using a role with permission to set-up Duplicate Detection…

One way would be to create a saved search alert using the Updated Fields subtab: a. If you want alerts to be sent only when a particular field is updated, select the field from the dropdown. b. If you want alerts to be sent only when a particular old value (value before update) occurs for the selected updated field, enter…

Log into the NetSuite Account Center on the Support tab, and click the Enhancement Voting tab. Thanks,

You may be able to use inline editing to delete multiple leads at once. Press the CTRL key and click the Name fields of the leads to delete. Do this until all related leads are selected. Hover your mouse over to the Pencil icon, under the New field, then select Delete record. Thanks,

You will need to run the Last Sales Activity Saved Mass Updates to update LSA values. See the Help topic titled Last Sales Activity for detailed steps and available mass updates. Thanks,

We've been using this and it's proving to be challenging. We've setup the territory rule to assign tickets to an IT group where we then reassign to reps within IT/IS, instead of just letting it assign based on round robin. Like you, we have multiple departments using the case capture, and have noticed issues with our…

If Outlook has disabled the NetSuite for Outlook client, it is listed in the Disabled Items window. Try the steps in the Help topic titled, Recovering NetSuite for Outlook 2.0 after Outlook Crashes. Thanks,

where do you go to update account to enchanced forms To use the enhancements, install the following SuiteApp: Bundle Name: Enhanced Sales Center Bundle ID: 19656 Location: Repository Availability: Public For more information on installing SuiteApps, see Help topic, Installing a Bundle. Thanks,

Installing the Enhanced Sales Center SuiteApp does not impact your existing roles and forms. Note: You need to update your account to the enhanced forms to take advantage of the Enhanced Sales Center field groups, subtabs, and sublists. Thanks,

You could use Auto-Generated Numbers to accomplish this. The Auto-Generated Numbers page is where you choose to automatically number certain records in the order they are created. You can also add prefixes and suffixes to certain relationship records and transactions. See the Help topic 'Setting Up Auto-Generated Numbers'…

Mike, we are also a software company and we JUSt started building out solutions for the very reasons you are. I'm concerned about what you are finding. I hear suiteanswers is a third party tool. Have you gotten any advice on this? RightNow Technologies provides the SuiteAnswers KB for NetSuite. If you are interested in…

You can check the SuiteApp.com page for similar apps. http://www.netsuite.com/portal/suiteapp/main.shtml Thanks,

The ability to create a case audit trail is being tracked via Enhancement Request 48682. Thanks,

The field may have been set to not display on the form that you are using. The Administrator could customize the form, confirm the field(s) is available on the form and is set to show. Thanks,

The vast majority of our customers are companies. We use the convert button for those occasions when a lead is created as an individual. As soon as the sales rep contacts the lead then the record should be converted so that the person is a contact and the company is the prospect record. This is a very useful feature if it…

You can use a mass update to replace a Sales Team Member –This update replaces an existing sales team member with another employee. The employee is given the same contribution percentage, sales role and primary/non-primary status as the member who is being replaced. When you perform this update, first select the sales team…

This is not possible yet but we are tracking this request in Enhancement 173796 - Setup > Printing, Fax & Email Preferences > the ability to have the option to “Request a delivery receipt for this message” when sending out an email to customer through customer record or transaction (like in Outlook - delivery options)…

You can add the Internal ID to your search results by enabling the option at: Home > Set Preferences > General tab > Show Internal IDs = T. Thanks, Rob

Hi Ken, Try the Auto-Generated Numbers under Setup > Company > CRM tab. Check the the Allow Override box to be able to enter your own name or number on campaign records. Thanks, Rob

You may be hiding the General tab if this is a custom case form. Click the Customize button to confirm that the General subtab is checked to 'Show'. Thanks, Rob

John, The main line of the transaction is the body section of the transaction as opposed to the items or lines in the transaction. If main line = F, the search will list all results based on the line items at the columns level. So if there are 12 line items, there'd be 12 lines on the search results, which may be redundant…

Hi John, On a standard opportunity search, selecting 'Contact Fields...' and adding the Contact : Name under the Results tab should show each contact associated with every opportunity. You should contact Support if this does not work for you. Thanks, Rob