Is your concern that if you don't have that filter, it may lower the permission of other roles? Correct. I'm trying to: [LIST] [*]ADD a View level permission for any Roles that don't have it already. [*]EDIT to View level permission for any Roles that are set to None. [*]preserve the higher permission level on all other…

There's something else causing this to not populate... the role already has Full rights for Lists > Customer. The other relationships icon is there, but when it is clicked, the popup contains no options... it is empty. The user role also has Edit rights to Partner, Vendor, Other so that's not it either.

Yes, this was resolved shortly after I posted back in September. Thanks for the followup!

You should be able to add the subcustomer using a customer only import and mapping these fields. Here's an example: Child Customer to Company Name USA to Currency (Req) CUSTOMER-Closed Won to Status (Req) No to Individual (Req) Test Company to Parent Company Thanks, I've got what I think is a similar need. I have a list of…

Nevermind... finally found just enough of an answer in an older thread. Seems the 2 file method works better, and the the trick to linking the files can be found in: https://usergroup.netsuite.com/users/showthread.php?t=20143

John I hope you can help with this. Our acct is on 2009.2 I am doing a combined Customers+Contacts import, and also a combined Prospects+Contacts import. I have 3 separate files for each import run: (1) Entity (Customer or Prospect), (2) Addresses, (3) Contacts. The common key is the EntityExternalID. Also each Contact has…

Bringing up an old thread... I voted for this enhancement. Now that it's been more than half a year your votes are up to 7. Anyway.. while showing Payment date would be great, I understand that multiple payments can be applied to an Invoice which complicates things. What I'm trying to do in the meantime is simply show…

As a workaround I change my personal information just before sending and then change back via Home/Set Preferences and then change back after sending. Messy I know, but until a solution is provided that is our only option. wow... that's a pretty ugly solution, but right now I send a series of them once a week, so I guess…

I've never come accross this before but a workoround could be to set up a dummy partner and use that. That is my solution temporarily, but I would like to figure out what the problem is.

Not sure if this is the answer, but if the image file is saved in File Cabinet, make sure the it is flagged as "Available without Login" in the setup.

It would be really nice for someone at NetSuite to reply to this thread. I am unable to delete email templates as well, and I suspect that's why I also cannot delete saved searches associated with them either.

Can you check with your bank for specifications? You could also ask them if they have a sample output file. Then, I would suggest starting with the "SEPA Credit Transfer (Bank of Ireland)" in NetSuite. All SEPA is pretty similar, you just need to get the output to match your bank's requirements.

From my experience setting up dozens of advanced templates and profiles for 15 different subsidiaries across the globe, I can tell you that there is very little about bank payments that is "standard" and would fit into the base EBP module. This is not NetSuite's fault. In my opinion, it is the banks themselves that would…

The "owner" in most areas of NetSuite most often impacts user rights with regards to Viewing or Editing records, filtering search and report results, etc. It may also impact scripted processes such as those in the Contract Renewals module, but I would assume that since those scripts have the "Execute as Role" set to…

Were you able to figure this out at all? It is a nice idea. Makes ya wish you were a SalesForce customer, huh? Why is this basic functionality so ridiculously hard, if not impossible, to come by in NetSuite?

You can use a mass update to replace a Sales Team Member –This update replaces an existing sales team member with another employee. The employee is given the same contribution percentage, sales role and primary/non-primary status as the member who is being replaced. When you perform this update, first select the sales team…

Thanks Julie, I thought as much and have asked my user if Search is OK. We're trying that method, but that leads to a followup question. How can I get a sum of the duration? I am using the Duration (Decimal) field, with "Number as Time" in the Function column. When I select this, I get the following when running: "An…

Thanks Evan. I tried the workaround and get the same error. Regardless, I need overall total. I opened a support case and it is being reviewed. Case #1166926 Update : Cannot sum Duration (Decimal) field using Number as Time function

Defect # 153061 - Lists > Search > Saved Searches > Case or Time saved search > Throws unexpected error SUMMARY: You are getting an unexpected error when trying to use the following fields in the Results tab of a Time saved search and/or a Support Call saved search: Time : Duration (Decimal); Function = Number as Time;…

There should be a mass update called "Add sales team member". OK, got it. In case anybody is looking for this information in the future: Under Mass Updates is a section called Sales Force Automation, and that includes, among other things, three ways to update the Sales Team Member field: [LIST] [*]Add Sales Team Member…

For our solution, we created a custom Transaction Body field. Custom field is type: List/Record List source is: Campaign Then add that custom field to the various expense forms: Bill, Expense Report, Credit Card Charge, etc. Originally, we created this field just for expense transactions and kept using the standard…

We need something more robust where we can see it directly on the campaign record so we can search and provide tracking to our marketing team. Does anyone have a solution to have expenses line items (which have a campaign transaction column field) and associate that with the campaign record? This would be mighty helpful.…

After enabling "Help desk" under Setup > Company > Enable Features > CRM, there's a new support case entry form called "Standard Help Desk Form" available. Users can then choose this form when creating internal help desk cases (this form does not have the Company field, but has an Employee field instead). You can set this…

Anybody have any suggestions? I've had users incorrectly checking this box in the past and I need to find and eliminate the overrides.

Hello, Perform Search=Full Publish Search=Full Thanks, Gracie Thank you!

I need more or less the same thing, and I have no idea what it is you all are trying to tell me to do. We are an annual subscription based service provider. I need to know, specifically... "What was the date and amount of the largest sales transaction for each customer a year ago AND only show me those customers that have…

To do this you will need to use the dense_rank function to show the activity of latest date. So you will need to group by opportunity id and then use a formula (text) field something like this: max({activity.title}) keep(dense_rank last order by {activity.date}) That will find the title of the most recent activity, and…

Cross fingers this makes sense and good luck. Thanks for responding, and trying to explain it to me. Incidentally, that screenshot was also way over my head :p I tried to duplicate it and it didn't work. Unfortunately, most of what you said also went over my head. Grouping and using Maximum on a particular field I did…

Hmm... perhaps I have messed up something else in my search. I'll try a brand new search with only the fields we're discussing.

Reviving an old thread... though I'm not entirely sure I'm asking for the same thing. I don't much care how it's done, but this is what I need: [LIST] [*]Show a "currentperiod" that is entered by the user. Any prior month for example. [*]Show a "previousperiod" that is calculated from "currentperiod". [*]Show a…