Thanks Jack, it works great. I couldn't set the contact name to the company name however because each record had to have a unique name. So I got around this by setting the contact name to the email.

I'm trying out Drip for email marketing and SyncApps for data transfers. I like SyncApps because it uses token based authentication.

I found the problem. The Lead Source field isn't being used. 

That was easy. Thanks

Here is a screenshot after opening a saved search in edit mode that took several minutes. How do I interpret this and how can I improve it?

I have tried re-importing new IDs with both auto-generated off and auto-generated on with the override box checked. I don't get any errors but the IDs never change.

Yes, the override checkbox is checked but it has no effect . I can do this on our vendors records with no problem but not on customer records. By the way you said to turn on auto-generated numbers after the re-import but you can't have the override checkbox checked when auto-generated numbers is off.

So do we have to live with this strange assortment of ID's?

I tried this on a small set of records and it doesn't work.

The steps in the SA article are very simple. This works for vendors but not for customers in our account for some some reason. I'll try it again tonight when everyone is logged out.

I got it to work by changing the custom entity field to type integer. Thanks for everyone's suggestions.

I tried all your suggestions but to no avail. My custom field is free form text but I'm storing a number. I would think that should be ok but could that be an issue?

I will. I already have a discount limit set so that isn't the problem.

It cleared itself by the next morning.

NS looks up tax codes based on zip code but this doesn't always produce the correct rate because tax districts don't always follow strict zip code boundaries. You found this out the hard way. I was hoping that we can improve our results if we can drill down to 9 digit zip codes however NS only uses the first 5 digits. I…

Nope. I tried it and it only uses the first 5 digits.

You let it do it's thing, then override whatever it found. Maybe I don't understand NS enough yet. How do you get NS not to compute the sales tax the normal way and instead use the tax rate from the custom record? Do you mean we need to do the override manually?

Yes we determine the tax codes manually. In our current system we have a way of assigning any tax code we want to any address. But how do you get NS to override the normal way it gets the tax code based on using the address and instead make the tax computation from the tax code in the custom record?

I wish that were possible, oh how I wish the were possible. The address sublist is NOT customizable in any way yet. That's why you have to use a custom record that ties an address internal id with auciliary information. You just can't stick it on the actual address sublist. So this is what I would like to be able to do:…

But how does NS pick the correct Tax Item from the address? If NS uses state, city, or zip code it won't always be right. My CFO has shown me examples where this won't work ... especially in California. What we do in our current system (I'm still setting up NS) is use an outside service to give us the correct tax rate for…

Oliver, Would it be easy to create a custom tax item field in the address sublist that would override the tax item look-up from the address? This would work the same as the tax item in the main customer record but in the address sublist. This would give me exactly what I am looking for.

I wonder why NS doesn't let us apply tax codes to each customer address. This is a simple thing to do and gives its users complete control to make sure that customers are charged the correct sales tax rate. I would rather use our own system to determine sales tax rates but it looks to me that the only solution is to…

Thanks that helped a lot

Thanks. Now I want to move the email on the customer record (we use companies, not individuals) to a new contact and set that contact as the primary. I can import the new contact but I don't see a way to set that contact as the primary either through the import process of by a mass update. We have too many customer records…

Here's a link where someone is using challenge test in an online form. I would love to know how they are doing this. https://forms.netsuite.com/app/site/crm/externalleadpage.nl?compid=TSTDRV262871&formid=14&h=58a0460d956a5fd0993f&subsidiary=1&gc=clear&redirect_count=1&did_javascript_redirect=T#

I'm very interested in this too.

We have this same problem but with customers with multiple ship to addresses. NS doesn't let you assign tax codes to each address. Assigning codes by zip code does not always produce the correct rate. Did you every get this problem resolved?

I fixed it by doing what I should have tried first. All I had to do was delete the shortcuts portlet and bring it back.

I normally use Chrome but I tried it in Internet Explorer and have the same problem.

Do you mean the browser's cache. I tried that and it didn't work. And I'm not using a published dashboard.