For all these reasons, we are also using a third party mailing house in the US (Vertical Response). In addition to have four different methods of creating your mailings (text, templates, WYSIWYG editor and full html), they do a great job at managing the mailing list for bounces and unsubscribes (which are differentiated).…

Although I'm not in the UK system (I'm in the US system), I also find the process the subscription process difficult. For example, I would like to have multiple types of subscriptions, but not all are appropriate for all customers. Yet, all will appear in the subscription center. I need a way to limit subscriptions to…

I've been asking about this for years! What would be better than getting this weird email address is if Netsuite used some standard model for these addresses. For example, CaseXXXXAcctyYYYYY@cases.netsuite.com where XXXX is the case number and YYYYY is your Netsuite account number.

I agree that cases need to be unique to a Netsuite customer. That's why I had the account number also in the formulation of the email address (case#_Acct#@cases.netsuite.com). I also put in an enhancement for this a couple of years ago. I don't know if now there are duplicates. I don't case whether it's a field we can see…

Thanks - NetsyncX does something similar, but it's so cumbersome to use.

Thanks for the input. But my concern about this is that after the import, the company field is blank. That is what seems to happen when I try to change an individual record. In effect I want the company name to be what is currently the First and Last name of the individual. Or put another way, I want what is now in the…

I still haven't yet tried the create case from the saved search alert, but I just tried to create a case when a someone uses an online form (on a custom record). While I get an email alert when I use my personal email address, no case is set up when I use the cases.netsuite.com address. Not sure where the filtering is…

That sounds great - what's the ETA on the update? It looks like the alerts come from a common email address. My hope was to set up some entity (employee?) which has the alert email from address as it's email address. Now when the cases are created, they can be routed based on the email address. Our use case? We administer…

Did another test. Not sure where the problem is but when I forward the email to the cases.netsuite.com address (rather than redirect), the case is set-up.

We do not want to automatically send emails to customers when cases are created or updated. However, we do want to use the "reply" window when appropriate and send the customer an email. Can we use a custom template for the replies? Where do we set that option?

Thanks so much - but can you generalize the defect to be for any GL account. The process described in the help note had you select an account as the criteria (which just happens to be a bank account in the example). You should be able to select any GL account not just bank accounts. BTW - I was able to solve my specific…

I did file a "question" ticket on this issue and they set it up as an "enhancement'. I then sent back a reply that said I think this is a bug, but no response. This was my case 660811 which has been set-up as enhancement 137389.

Evan, I really can't seem to get this to work. What I want to report on is the balance of a GL account and see the comparison of the balance as of the end of the stated time periods. So if the GL account was one of my bank GLs and the KPI dates were today versus yesterday, then I want to see the balance as of today and the…

I could not get this to work. As you say, I kept getting the transactions for the date, not transactions as of the date. My fix was to use the standard bank balance KPI and set the bank account in my preferences to the account I wanted. In my case, I wanted to see all my account balances so I made my individual bank…

If you read the help section I quoted: Dashboards, Searches, and Reports : Dashboards : Key Performance Indicators Overview : Defining Custom KPIs : Example Custom Bank Balance KPI it says that the saved search is supposed to give a bank BALANCE. Balances are always of a certain date. I have no idea what it means to…

This is exactly what I want to do, but not sure I understand the solution suggested by Evan. Can you be more specific? In particular, I'm looking to show in my KPI the balance of a specific GL account as of today (or another date) versus the balance of the same GL account as of a comparison date. I've done the Tip given in…

Dashboards, Searches, and Reports : Dashboards : Key Performance Indicators Overview : Defining Custom KPIs : Example Custom Bank Balance KPI

This is still showing up as an enhancement in the customer center rather than a defect. I have done exactly as the help says, but I do not get the result the help says I should get.

I'm not sure what I'm doing wrong. I turned on SuiteSignon in the Enable Features. I then created as subtab ("HR Passport") of Human Resources. I then went in an created a connection point in the SuiteSignon integration record. I put in the URL, selected Subtab, and selected "HR Passport". Then I hit save. As soon as I…

Ok - I got it to work so I see the login screen for the remote site in the subtab. However, when I log in, it doesn't say in the tab. The remote webpage takes over the screen. Anyway I can keep the remote site in the subtab?

We do that by publishing the saved search to a presentation tab that we put in the customer center. We give the saved search an audience of a group so that it is only available to customers who are members of the group. And, because it's the customer center with restrictions, the customers only see records that belong to…

I imagined that, but how does a customer see the hint when they need it? This is something that needs to be seen before they log-in.

We found that promotional URLs do not solve the issue. They allow you to use your own URL to get to the form, but once you're on the form, you can still see the long Netsuite URL. In addition, we found that promotional URLs only work for online customer forms and online case forms - not for online forms for custom records.…

Unfortunately, I don't host my website on Netsuite and don't pay for the Sitebuilder add-on. I just find it surprising that they go to great lengths to remove the Netsuite branding from the customer center and still leave the netsuite URLs!

My major concern is that my customer needs to have trust in our company. Having a Netsuite URL appear in the address bar of the window makes it seem that their personal information has somehow been shared with a third party. So what's important is that the customer center URL appearing in the bar be one that looks like my…

Thanks - I don't have sitebuilder. What I'm really trying to do is find a way to use my online form (not a case form or customer form but a form created from a custom record) without the Netsuite URL appearing. I have tried to move the form to my own website (which does work) but I'm having trouble having the javascript…

We would also like to do a bit of "customization" in the customer center. In particular, we'd like to make it look more like our regular website using more of our branding - beyond just a logo and colors. Does anyone know if there is a way to incorporate our own html code into the customer center?

Is there any way to change the titles in the customer center. For example, I don't want the label "CUSTOM" over my custom records. Also, is there a way to either remove the Netsuite copyright which appears in the middle of the customer dashboard or at least move it way down the window? Lastly, is there a way to put KPIs or…

I'm sorry but I'm also not sure what you're referring to. I am referring to the customer center - the special role where customers can log in (based on the setting in their access tab). I have set up a custom record which made it available in the customer center through a saved search that has been enabled to be viewed for…

We have standard Netsuite without the Sitebuilder. Is there a way to overwrite Netsuite's CSS for the customer center?