My Stuff
Comments
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Hi Julie, A couple of NetSuite partners that integrate call center technologies can be found on our SuiteApp Solutions page: https://forms.netsuite.com/app/site/hosting/scriptlet.nl?script=234&deploy=1&compid=NLCORP&h=43afc0604d4ca9cec1b2&custpage_search=call center Thanks, Rob
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Hi Steve, To enable email alerts for a saved search, enable the Send Email Alerts When Records are Created/Updated option on a saved search page’s Email subtab. If this option is not available, it means alerts are not available for this type of saved search. For more information about saved search alerts and scheduled…
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If using the standard customer form, the sales rep field should be displayed under the Sales tab. If you're using a custom form, check whether the field is set to Show by clicking the Customize button on the form > Fields tab > Sales subtab. This changes slightly when you have the Team Selling feature enabled: go to the…
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Hi mynameisnathan, You can change the default case status under: Setup > Support > Support Preferences. Set the Status for New Cases to 'Not Started' and Save. Thanks, Rob
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The SuiteApp page includes similar third-party solutions for NetSuite. Try searching by industry, business need or keyword. http://www.netsuite.com/portal/suiteapp/main.shtml Thanks,
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If your company is using an Exchange Server for their 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 subject or body of the email or 2. Block the email address that sends the email.…
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The Unsubscribed to Marketing By Default option is located under: Setup > Marketing > Marketing Preferences. Clear this box if you want new records to have their global subscription status set to Soft Opt-In or Subscribed. Thanks, Rob
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The employee center does not have a built-in global search bar. We are tracking this in an Enhancement Request : 48188 > Employee Center > would like the global search box in the upper right hand corner.
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The Quick Search portlet has similar functionality, i.e. enter keywords to match to the name or ID of the record you want to find. SuiteAnswer 8406 includes steps to customize your preferences and search results.
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Try re-saving the shortcuts by clicking the Star > Set Up Shortcuts > Enable the required shortcuts > Save. I would report this to Support if they still do not appear on the dashboard.
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A couple of ideas in this post - https://usergroup.netsuite.com/users/forum/product-areas/accounting-transactions/12649-netsuite-announcement-on-home-page?t=12213. There's also Enhancement 143672: Sample Portlet Scripts > How to add an Announcement on the Home Page. You can vote for it in SuiteIdeas or submit a case for…
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The alternate solution would be to create a new center tab and add up to 10 more KPI's.
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Are you using a published dashboard? Maybe try clearing cache.
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I haven't experienced this in Chrome Version 38.0.2125.104 m or Internet Explorer 10. What browser and version are you using?
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It looks like the purchase requests to approve reminder requires the Approval Routing Feature to be enabled. Try Setup > Company > Enable Features > Employees tab.
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In addition to enabling the feature, if you are using a custom role, you should have the Purchase Order permission set to Full. If you have already done this and the portlet still isn't visible, please contact Support to investigate this further.
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Your role may require the Purchase Order permission set to Full. See SuiteAnswers Answer Id: 19543 for details.
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You can create a link to it for download either as a shortcut on your dashboard or center tab link.
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The ability to publish dashboards to specific users is not available at this time. You can create a copy of the user's role and rename it, thereby giving the user a unique role for you to publish the dashboard to. We are also tracking this in Enhancement 90249. Thanks,
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Also note that the role you are currently using must be the same center as the roles to which you want to publish the dashboard, such as the Accounting Center, Classic Center, or Sales Center. You cannot publish a dashboard to roles tied to other centers. For more information, see the Help topic titled, Verifying and…
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You can share a personalized dashboard with other users in a specific center by publishing it. A published dashboard can consist of one tabbed page, or of multiple pages. When you publish a dashboard, you define the roles for users who will see the published dashboard, and what change users will be able to make to the…
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We are currently tracking this in Enhancement 107766 : Custom KPI/Meters: users cannot set whether to invert the value under % change to reflect desired numbers. Thanks,
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A quick note about the Classic Interface: NetSuite provides a Use Classic Interface preference to allow users to see the same tab navigation as an administrator. (Home > Set Preferences). This navigation includes the following tabs: Home, Activities, Transactions, Lists, Reports, Setup, and Support tabs, followed by any…
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You may have renamed a record type, possibly Class, which is causing the conflict. Check the names of your records to see if any have been renamed to “contract or student” at: Setup > Company > Rename Records/Transactions. Thanks,
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Hi Richard, We are tracking this request in Enhancement 152014 - Key Performance Indicators (KPI) > Ability to have more than 10 custom KPI. Thanks,
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Yes, the links are the same. The video was recorded in a previous release. Thanks,
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Hi Maher, You should see the Use Periods checkbox when creating a new KPI Scorecard at: Setup > Customization > KPI Scorecards > New. First, define a saved search with a Period filter defined under Available Filters, then add it as a custom KPI to your scorecard. See Help topic 'Defining KPI Scorecard Date Ranges or…
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This is being tracked in Enhancement 131296 - Ability to default Use Classic Interface. You can vote for this feature in the NetSuite Support Center or ask Support to attach you to it.
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This might be due to the restrictions applied to the role. Edit the role and check the Employee Restrictions, Department Restrictions etc. Changing the restriction level to 'none - no default' should resolve this. This is the field level help for Employee Restrictions: Use this field to restrict this role’s access to…
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Try adding the standard Forecast and Quota KPI's to your dashboard as well. 1. Go to your Home Dashboard 2. Click Customize this page 3. Add Key Performance Indicator 4. KPI portlet > Click Setup 5. Click Add Standard KPI 6. Add Forecast 7. Add Quotas 8. Save 9. Refresh the portlet Thanks, Rob