Perfect - thank you!

Daniel, How can I ensure that Netsuite for Outlook is totally removed from my machine? I tried to remove Netsuite for Outlook using the installer - the installer reported an error. I removed it using the control panel for add/remove programs. I also de-installed Outlook 2007 itself (where the installer removed the program…

Ok - I added comments to the case. However, the last time I spoke with support they said it was an Outlook issue and that I needed to talk with my Microsoft support. The person said they were not have any similar issues there so it was not Netsuite's issue. I have now numerous times uninstalled and reinstalled Outlook.…

Thanks - my case number is 737492. I'm using Windows XP Professional 2002 Service Pack 3 Microsoft Office Outlook 20007 (12.0.6300.5000) SP1 MSO (12.0.6213.1000). Is that what you're looking for?

Evan, Just tried the formula in an alert. In the Subject field, I put: Escrow Balances as of <%=to_date(to_char(4/2/2008,'MM')||'/1/'||to_char(4/2/2008,'YYYY'),'MM/DD/YYYY')-1%> The email came with the subject: Escrow Balances as of ERROR: Invalid Expression Any other suggestions?

Just letting you know that the formula in subject line of the scheduled email does not appear to work on multi-record results. It did work in the alert because it returns a single record, but not in the email. Also, even though a search only returns a single line, if the search is based on multiple records, the html in…

Thanks - I just put this into the subject line to see if it will work tonight. I'm going to talk with my consultant this shortly about doing a scheduled script that runs a search and then puts it into an email template. If only the Introduction section took html or the rich text box in the customize email didn't only apply…

This is really great functionality. However, the ability to fully customize the email (even for multi-record results) would be extremely valuable. I'll lob an enhancement request in. Is there a field or tag for the last day of the month preceeding the current date?

Also - even though I put {today} in the formula, it converted it to today's date. If I do this as a scheduled saved search, does the search field really have {today} in it or has it been permanently converted to whatever date you created and saved the search?

This worked: Escrow Balances as of <%=LAST_DAY(ADD_MONTHS(4/2/2008,-1))%> However, it still is replacing the {today} with the actual date. Don't know how this will work tomorrow (or next month)?

Evan - that worked perfectly! Thanks. But know I'm having a different problem. I have this search available on the customer center (the regular customer center not My Account). When I access the customer center from a browser window, the search works perfectly and so does the drill down. However, if I access the customer…

The only reason we use iframes is to overcome the branding issues presented to customers through the Netsuite customer center UI. For example, while I can create a login form with only my company's branding, if the customer mistypes their email or password, they are presented with a Netsuite branded error and re-log in…

If the Recipients from results is not working, is there any other way to email results to specific recipients with only their records?

I have still not been able to get this to work. I'm going to check in again with support today, but this is among the most important features for me in Netsuite. It will be the vehicle for me to email a monthly statement in the form my customers need. If this is a defect (which it clearly is), is there a way to get this…

Thanks - the case number is 690377.

I have not yet gotten an update on this case or an issue #. Thanks.

Thank you very much.

The problem with this approach is that I think it will send me an email with all the results for all customers. What I'm trying to test is how I can run a single search but have the search results for each customer sent to me so that I can see how the email looks and ensure that each customer is only seeing the records for…

This is very helpful. Will the following work - I've created a custom field on the customer record called "test email" where I have entered an special email account (test@shareholderrep.com). If I now go to the recipients from results tab and enter as the recipient the test email account from the customer record, then I…

Evan, Here's what I'm trying to do. I've written a saved search on a custom record which is a child of a customer record. I want to send this saved search to my customers each month on a particular date. But I only want each customer to see only the records (or summary of records) that apply to them. In other words, it's…

Thanks. BTW - is there a way to have these saved searches on custom records available in the customer center? Although I've set the role to all and checked the customer center in the audience tab, I've been unable to figure out how you actually get the search to appear in the customer center.

Evan - any update on getting Recipients from Results fixed?

It almost works, but still no cigar. I created a saved search, customized the message using html and the {results} feature. When the email is set to be an alert, I get the html and only the record that was updated. However, when I set the email to be scheduled, I get the results (the full report with all the records for…

Do you have an update on fixing recipients from results? All I know is that a defect report was filed. I was hoping this would be fixed by the second week of April so I can send out a scheduled email to my customers. Re the "alert" filter concept you described above, how could I use this concept with sending a scheduled…

I can't seem to get this to work. I have on two consecutive evenings set up the search and set the schedule and the results from recipients. Yet no emails were generated. I called support and they really don't understand the functionality - they keep telling me I need to set up the alert schedule in my preferences (which I…

I have a custom field which is of type "list/record" customer. But I have it filtered by a category so there are really only five possibilities. When I do a search and have this field in the "available filters" footer, I get a pull down menu that has "mine", "my team", etc. rather than the five names of the customer. If I…

That is not happening. We've reported a bug.

We changed the field type and then changed it back. After that, it worked fine.

Another question on the same topic, how do you tell a field of type currency what the currency is?

I'm using the customer center (as opposed to My Account). Is there anyway to change the label for custom records/searches from "Custom" to something else?