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Thanks! It works now. There was an issue with the version of Netsuite cached in my browser no allowing me to set it up correctly.

Hello~ Thank you. Even after enabling the CRM module, I am getting the "WARNING This feature is not currently enabled in your account. To enable this feature, please contact your administrator." errors message when viewing https://netsuite.custhelp.com/app/answers/detail/a_id/11045 and I can't see an "inbound email" tab.

We went with OzLink and I'm still testing. Thanks! I'll try that if this trial doesn't go well.

Where do I find that information? Which features I have and don't have? Also, when / how do I know when those enhancements are in production? Sorry for the extremely basic questions.

When I attempt to add - Type is any of Sales Order It asks me for a value / description, what shout that be?

Is there a way to run a daily report of all the actions done by one employee across the board? No S.O. based, employee based action?

For example, how do I see *what* changes were made via a report? That's what I'm looking for.

Perfect! Thank you!

I think maybe I'm misunderstanding, so I'm going to check if we're on the same page here. I need to run a daily or weekly report to audit usage by employees that possibly doesn't follow our SOPs. I'm trying to generate a daily report of edited rather than cancelled or voided invoices. We need to check that people aren't…

Thank you both! Very good ideas. I like the idea of sending an email every time a change is made. Could you point my in the direction of a how-to on that? -Leah