Crap, I just did it. I just sent a half finished, ugly and inaccurate estimate to one of our biggest customers. I was working really fast and I just happened to click the button somehow. I also would like to see this button removed, or expose a preference for it or add a confirmation popup... something. oh... I'm in…

I think everyone agrees with the access via the messages tab email capabilities. This thread is about the 'Email' button (next to 'Print' and 'Edit') when in view mode. It does none of what you describe other than send an email (unless NetSuite recently went and quietly corrected this issue). As for notification, it had to…

you can't simply choose which email address to send a particular invoice to You can choose who you want to send it to. There is a drop down of the contacts associated with the customer as well as plain text CC fields. is no apparant confirmation that an email has been sent There is as much confirmation as you would have in…

Where is the drop down? All I see is the yellow email button. If you're on the INVOICE and then click Messages, then the littel E-mail button, does your message automatically attach to the invoice when sent? Is that what MERGE AND SEND does? Yes, that's the one. I may have made this method sound a little too good, after…

SO $1000.00 TO COMPANY A (copy company b and c). BILL $500. TO COMPANY A. BILL $500. TO COMPANY B. - BOTH BILLS FROM SAME SALES ORDER. FULFIL ITEMS INDEPENDENT OF BILL. I've been trying to do this same thing. From the UI, I don't see how I can create 2 invoices from an SO that has been fulfilled (100%) (we can't do a…

We would prefer that only the tracking number from that particular fulfillment print on the invoice, not every tracking number on the order. God, I just ran into this tonight and it almost gave me a heart attack when I saw 40+ tracking numbers on a single invoice. Have you contacted NetSuite about this? I will log a…

This is a problem for which enhancement requests have existed for over 12 months; however, this issue has yet ot make it onto the N/S development roadmap. I'd vote for that, I need the exact same functionality! Do you know what the number for the ER is?

We had the same issue and solved it by not using the NLSIGNATURE tag. Instead we put the signature information that we wanted used in a field on the customer record. There is a little code to default that in based on who the sales rep is, but that is quite simple. I should point out that for various reasons, almost all of…

From the 2014.1 Sneek Peek docs: Scriptable templates will also be easier to manage as they increase in volume. Users will have the ability to embed images (e.g., company logo) or to include subtemplates into the main template (for example, subtemplates containing header or footer with company contact information) that…

Party at my house when NetSuite throws some resources at the entire messaging and merging system and finally makes it able to do anything other than the most simple task. :p

Man I wish this worked, would solve so many problems but non-stored fields don't work with CRMSDK tags. I'm facing a situation right now were I need to merge a Customer (individual) into a PDF. Well, PDF don't flow their layout so I have NO way to get the full name in the template. Ridiculous. BTW, if you use a non-stored…

I've discovered an amazing new word that rhymes with orange! "Silver"?....

as far as restrictions go they have exactly the same abilities. If you wanted to restrict a marketing template you could just restrict it to a specific group - same as you can with an email template. What we've ended up with is duplicate templates; a change to one and we need to make sure yo update the other.

That's bad news. If you're like me and can't turn your back on an error message you have a long day ahead of you. That damn website made me stay up working until 3:45am this morning- it almost destroyed me!

This is the one that took some time and patience to pass!! :o http://validator.w3.org/

I found this thread while trying to solve the same problem. The signature solution is far too limited for an application that costs what NetSuite does. It's amazing to me that NetSuite hasn't come up with a way to include record specific merge tags when working with multiple entities. If I want to have a casual template…

I didn't think the merge system would trigger PDF javascript but it does! Steps: [LIST=1] [*]Create a text field called "CurrentDate" [*]Advanced > Javascript > Document Javascripts [*]Enter a name (I used InsertDate) [*]Click Add [*]2x click on script in list and past the following:[/LIST] var f =…

Thanks for the reply. I see it now, right there in the help. I could swear I read the "Merging Letters" topic and didn't see the detailed instructions, but I must have not scrolled enough or something... Anyway, got it now. Thanks!

I entered the request via the support center... when/if they respond I will post the ER here. I also entered a couple other ER related to merging, I will post them as well.

Hi, I thought I was sure! ;) I think what happened is that I included a <body> tag and it failed, I then researched with efax and found a document that states that HTML was not allowed in the message body, only attachments. Anyway, I've got things working now. Thanks for your reply, I appreciate it. -Steve

Enhancement 125319 - Allow logic and expressions in merge fields (formula) Please vote for it.

Bitter sweet! :o

Enhancement created. Enhancement 81267: - Merging Transaction info into mail merge If you think you would have any use for this, please contact support and vote for it.

Thanks, this is great and works perfect! One additional question: If I wanted to modify the summary report so that if I drill down to any customer I would see this custom grouping, is that possible? Currently I have one custom detail report and I need to edit it to select the customer I want to see, but it would be far…

Re perms between custom records and roles, did you make sure to include both the record and role in the bundle? If yes, then perms between the two should be preserved. If you included only one, then the perms are necessarily not bundled because one side of what they refer to is not there. William, This results in the…

Actually I think this is even more strange. Field level permissions seem to be cleared out but custom record permissions are retained. Just a mini update for others that may find this post.

Steve, As you have discovered, bundles don't work very well to copy from Prod to SB and back. What would be a simple process between two databases seems very difficult with NS. The best I have figured out is:[LIST=1] [*]Don't install a bundle from Prod into SB [*]Either have NS create a new clone of Prod for a "clean" SB…

Just my 2c. That's some good $0.02, you've got it perfect.

Elham, I just did the test and I must have been mistaken before. The results of my Production -> Sandbox install: [LIST=1] [*]One static recipient retained (me, and that actually makes sense because it knows I exist) [*]All dynamic recipients retained (this is NOT what happened the last time I did this) [*]One static…

As JMU points out, installing a bundle from production to sandbox doesn't really make sense. The assumption is that people start their project in sandbox (presumably after a new refresh) so all the objects you need are already in sandbox. We have had the option to replace existing objects in production using "Replace…