I know you can stylize the column labels up to a point with inline CSS. Example for result field Display in Website: Column Label: <p style="text-align:center; background-color:#ff0000; padding: 10px;">Display in Website</p> Should put the header of the column in the center of a 5px padded cell with a red background. It…

Thanks ddennison, Here's the problem (because I tried that solution as well, just checking the Store Value Box). Apparently, sourced fields cannot be stored. According to the Help Center, "Be sure you have not checked the Store Value box" -- if you check the box, it won't pull the data. So it brings me right back to my…

ddennison - Do you have any idea how to go about that? The original custom field's (let's call it "Sales Order Title") value is not stored. How do I "mirror" that to a stored custom field (called "Stored Title Value") that I can then reference from the PO? What kind of custom field and how do I go about it? I cannot…

Solution Found: I created the original non-stored field sourcing the estimate title as described in Answer ID: 36098. For the PO Field I created a second transaction body field however in this one, rather than sourcing the field, I made this one have a default value of: {createdfrom.custbody_job_title}. This appears to…

I had a heck of a time with publishing saved searches and the issue for me was the category I was assigning it to wasn't checked to "display in website" (I originally intended to have the searches not be assigned to live product categories). Once I added it to a category that was visible online, my saved search finally…

James -- Did you ever figure this out? It has been a while since your post, but we are looking into this as well.

Tip for Olark Users: I haven't figured out how to push chats into Netsuite, but I DID find a way to get them into the case system when offline: This applies to OFFLINE Email contact only: In Netsuite go to: Setup > Support > Preferences > Support Preferences (as Administrator ) > Inbound Email > NetSuite Address field.…

We are testing Olark and so far it is really cool. I'm blown away by how simple their installation and configuration is. The price is also cheap. If only "other" cloud services could be this impressive. They give one piece of code that you can add to put the customer's name into the chat window. example one: [CODE]<script…

I'll have to look into that. Thanks

Thanks for the response. I am extremely new to workflows. I have set current record fields on creation and that is about it. I thought I entered what you mentioned 'Go To Record' action with Record Type = Transaction, ID = Created From and then set the Field to your custom field and the value to the desired value on my…