Shelli Red Ribbon

Thanks, @Michelle Jabanes-Oracle , I see the two of three fields I was trying to locate. Unfortunately, I need the fields to be on the customer record so these will not work for our purposes. I ended up making customer fields on the customer record. Thanks again for your assistance, Shelli

Thank you, Michelle. I have used the main Lead Source field extensively. The fields I am looking for provide even more granular data. For instance, I can have a main Lead Source called Paid Advertising but then can drill down even more to the Search Engine, Keyword, and External ID. It's these drill-down fields that I am…

Hi @Michelle Jabanes-Oracle I can locate the fields via List > Relationships > Leads, then click Edit View. When I choose to Add a new field, I choose Lead Source Fields... Then a box opens and in the drop-down, I can see the fields I am trying to locate. So I can see the fields on the output end of things but I can't…

Hi @Ivy Lopez-Oracle, I'll admit the answer is disappointing, but I really appreciate you taking the time to test it out and explain how it works. Shelli

Thank you! I didn't realize I had to Save with no default checked before I could go back and choose the other option as a default. Thanks again!!

Ok, thank you!

Great! Thank you! Is there a place to change the default for the Status of the task?

Hi @"Herdi Rana-Oracle", Thank you! I followed the instructions on a new fulfillment and it worked properly. Thanks again, Shelli

That's disappointing, but thank you for your quick response!

That worked! Thank you!! I have a follow-up question - when I print a label from NetSuite, it creates a ZPL file that I have to download onto my computer and then open the file to print. Is this the only way to do it? Is there a way to just simply have it print without having to save a file?

Hello Erick, Thank you for your reply. How do we change it via Web Services?

I see that our isPrimary field is set to F. How do I change it to T? In searching, I found several articles about SuiteScript but I they all assume prior knowledge of SuiteScript and only provide the script itself. Can you give me step-by-step instructions to make this change? Thanks!

@"Erick Dela Rosa-Oracle" Given the continuing conversation, do you have any more insight into what the issue might be? Thanks!

Yes, we do have the Team Selling feature enabled because some orders have splits. Thanks for the info - it gives us something to look into.

Yes, the Lead Form is ID 12 and the Sales Rep is set to normal.

Thank you!

Matteo has tried to register but is getting stuck: I don't have a Netsuite account of course and I think that this is my limitation because I created a Netsuite account for the community but I can't find how to register for the Users Group. I mean I can't find the different sections: community and user group. I've…

I'd like to bring in Matteo from LeadsBridge to help with this discussion. @"matteo.leggieri" However, I see a warning that states: matteo.leggieri will not be notified of this mention, because they do not have access to this content. How do I add him to the conversation?

Thank you for the information!

On point 2, Matteo was asking me to create the Lead, which I have done. Sorry for my mixup!

Yes, we are working extensively with LeadsBridge and they suggested we reach out to you. Matteo at LeadsBridge would like to be part of this conversation and can be reached at matteo.leggieri@leadsbridge.com Here is his reply to your questions: * Attached a file containing all the information they asked (I don't see how I…

Thank you for the info!

Thank you, Jack, for the very detailed instructions. I really appreciate the time you took. It worked perfectly!!!

Thanks!

Thank you for this information. It is helpful! I will test the option and see which one works best for us.

Thank you for your reply and for taking the time to test it in your sandbox. Are you removing the Payment Method by editing the Custom Sales Order form, or are you removing the payment in the actual customer Sales Order transaction? I tried to edit the Custom Sales Order form by unchecking all SHOW boxes in Custom Sales…

Hi Michelle, The SuiteAnswers article you provided was very helpful. It worked! Thank you!!! Shelli

Hi Michelle, No, there is not a Global Permission assigned for me or the other employees. Thank you for suggesting this, although it does not seem to be causing the issue. Do you have any other ideas? Shelli

HI Michelle, Thank you. I was able to get the info I needed from another responder. However, the instructions for how to "Identify the Permission Needed for a Role/User" will probably come in very handy in the future. Thank you for giving me the link to it. Shelli

Hi! Thank you!! That's exactly the info I needed - with about 300 different permissions, I wasn't sure which one(s) needed to be added/adjusted. I did not have those permissions set. I added them at the View level and now they appear on the Customer screen. Thanks again!!!