corey_14210 Green Ribbon

On the support tab, Click on visit the SuiteAnswers, or SuiteIdeas Site link. It's a few clicks and a role change until you can find where to vote.

Where can I find more information about this? Searching is leading me to a lot of place with none of them having a viable link to download.

You could set up a custom field and have it reflect the shipping address, (or just shipping state) and create a rule based on that.

bumparooni I'll bump it again. We (me) are trying to do the same thing.

AFAIK, this is untouchable. We tried to rewrite it a few years ago so that we could consolidate all of our unsubscribes from our different sources and were not able to.

The links in the footer have a hashed out value (h parameter) that cannot be gotten around. If you took that footer and sent it to the same contact it would work but each unsubscribe footer will be tailored to the contact it is sending to. So, in order to leverage this for outside use, you would need to generate one for…

I believe this thread might answer your question. Here is the relevant quote: One possible workaround could be using formula: For example, on a Case record, if a customer would like to send out an email to the customer when the case record changes Status from Not Started to In Progress. The template would be: Hello…

Actually, the above won't work for merge. I haven't yet found a way to link records using crmsdk tags. In your case you would want something like <NLPARENTFIELDID>.<NLCHILDFIELDID>, or however they could be linked. I don't think they can.

As far as I can tell none of the ***x files of the Office suite work for anything in NetSuite. Letter merges don't work with .docx. Echosign will not merge with .docx or upload a .xslx. It's a pain but the workaround is to save everything from Office as a 97-2003 format.

Ok, update to this. I had to rebuild my profile and let Office 365 run through all my folders, then clear all the event sync errors in the plugin after. Once all that was completed the plugin seems to be working out really well. I did have one meeting that I kept gettng remove form calendar messages but I am chalking that…

Thanks Lina- my concern is that its a s3 and I'm not sure its practical to ask sales reps to take a customer file, save it to their desktop, down-save it to the prior version, reattach it to an email and then try to synch to NetSuite. That's too many clicks for sales. It's too many clicks for me and I can be clicky.

It doesn't work that well with the Calendaring in Office 365. Or, at lest it didn't a month or two ago. And with Outlook 2013 I didn't like the fact that your task list display is gone in the UI so NS tasks didn't display front and center.

As of Dec 6th 2013 the update seems to have this working pretty well. No hiccups, so far.

I am having no luck at all getting this figured out and we are about to roll a bunch of people into using this. I've tried uninstalling and rebuilding my mail profile, but no luck. I can't even reset any of the folders in the configuration. It tells me that it is unable to connect with exchange.

Once you enable the permissions is a role, that role will now see a link in the settings portlet on the Home dashboard. Watch your contact filters, I think. I tightened up ours as there seemed to be the ability to sync 30k contacts and that would totally mess things up for us.

Here is the error I am getting. I have deleted my NS contacts folder, deleted my profile in Mail and rebuilt it and deleted, uninstalled, reinstalled the plugin and still can't set teh contacts folder. And, now that I have deleted it in my Outlook I feel I am pretty pooched. And I can't get any help from support as I am…

Is this still available?

There are 4 of us testing it here and so far I have found that if you work within and around its limitations that is works well enough. The install and initial sync was a total PITA, tbh. After that it was a matter of finding what it can and can't do as the documentation is limited at best. I have been in contact with NS…

My plugin just vanished a few weeks ago. I rarely use it anyway, but it's weird.

When is the Outlook Integration for 2010 coming? I asked literally everyone I could at Suiteworld and no one knew the answer. I would very much like to know as well.

Just make sure you aren't using Outlook 2010 as the integration doesn't work.

Is this broken for anyone after 2015.1? I have a search for customer responded emails that have been working for years using the above formula is now not showing the message in the alert email.

See this thread

Try a summary criteria with a count of greater than 1.

Ok, I played with this a while this morning (instead of working:)) and I couldn't get it to do exactly what you want. The problem is that you are trying to do two different summary types on two different record types (hence your question, I guess). You can get it to kind of do what you want if you force a row for each…

What does that sum return for you in the results?

Ok, I had to rebuild it in my account to see it. I don't have an answer off hand, but I think it can be done. I will mull it over and post back.

What do results look like if you just do this: Name Contact : Chart Pulls Call : Date Completed (so no summary at all for any of the results) are you seeing double entries for chart pulls - one for each call?

corey, my results are included in my initial post. That's what I get for skimming. It looks like the distinct is pulling distinct numbers where you want distinct contact entries. Probably not news to you, I am typing out loud as it were. I am unsure why Contact : Chart Pulls (Sum) didn't work. Have you tried un-grouping…

I'm sorry. I should have been clearer; I was running late to a meeting :) I think you could try to keep the chart pulls just regular field and place the formula on the call date: Name (Group) Contact : Chart Pulls (Sum) Formula (text) Maximum max({call.completeddate}) keep(dense_rank last order by {call.createddate}) What…