dsj Green Ribbon

Having been in the credit card industry for 29 years (prior job) I can tell you that you can get several responses on the AVS - the street and Zip both match, the street matches but the zip does not, the zip matches but the street does not and nothing matches. You will need to decide under what circumstances you are…

Update: I decided to completely delete his profile and role to remove him from the system, so to prepare, I published his dashboard first so I could replace it afterwards. Once I published, I no longer had documents in my Marketing File Cabinet while in the CEO role, but do continue to have them in other roles. Any…

Problem Resolved: Our Marketing Administrator had gone in and marked the campaigns for various verticals (departments). We assign verticals within our company and visability is restricted according to vertical. This little change caused my entire problem and is now resolved. Thanks to Sayed in Customer Support for his help…

I installed the bundle and it works just fine for me as the admin. When I had another role install it, after signing into his NetSuite on the configuration, he gets : Permission Violation: You need the "Custom Event Fields" permission to access this page. I have looked for that everywhere and I do not find that permission.…

Thanks! I found it this morning and I thought I had already looked there, but that is what happens when you are in a rush!

use expressions regarding the created date - (Blue striped-Uniform/Clothing, created on or after 03/12/2010, $350.00 OR Misc - Tools & Equipments, created on or after 01/12/2011, $500.00)

I also think 3 would be the best choice. Thanks, Shermette

On the same customer status list, the stage will indicate which status will relate to Leads, Prospects or Customers. I checked and the dropdown on my opportunities only show statuses for prospects.

you should be able to find the list in CRM lists and then either mark the item as inactive or delete it

Under Set Up > Sales Preferences you can select the custom form you want for each stage. We do show the entity stage as a field on the screen, but I am not sure that would be required. We have a custom form for each stage and in some cases a custom form for different roles.

I have 2 customer centers and have the permissions turned off on both. Specifically related to links to the financial data as we do not currently use NetSuite financial modules. The links still show up even though I have none on all the transaction financial permissions. Thanks, Shermette

For reference (if anyone comes across this post); I edited the Customer Center colour in setup > website > setup website > appearance tab > web site colour theme field Adding / removing elements is based on the permissions of the Customer Center role e.g. if access to Customer Profile is set to none, then it doesn't appear…

I was successful by updating my search that originally pulls info for the CSV import and adding the Contact Internal ID. Had to do some extra work, but got my data in. Also, I filed a case and spoke with Support to demo how it was before and what is necessary now. Thanks for your suggestions! Shermette

I am having this same issue this morning after our update Friday night. Did you receive any response to your post? Shermette

Hi Todd, Thanks for the quick reply. I can see the quotes/estimates record. What I cannot see is where to disable it. Would I have to reset all my auto-generated numbers just to disable this one transaction record?:confused: regards, There should be a box you can click for Allow Override. I have mine clicked so if need to…

Having been in the credit card industry for 29 years, I can confirm that you are allowed to give a discount to customers paying cash, but you are not allowed to pass on your discount rate to customers. There are certain industries that are allowed to charge a "convenience" fee for credit card payments, but those industries…

I work with Robyn and we continue to research this and have found that the auto-reply email address on leads will be the company email address even if we have a sales rep assigned to the lead. For the particular project we are working on, this is not acceptable, so we are having to change the company return email address…

I get an error when I try to vote for 66790. I have tried 4 times - same error. Can I get the correct number? Thanks, Shermette I found just by going through case by case, but there appears to be something wrong with the Search.

I was the adm using another CRM system and when I changed jobs, it was easy to pick up Netsuite. If you cannot find someone with Netsuite experience, you might look for someone with CRM experience.

We have the role on our new Contact entry form. However, if you want to update the role on an existing contact, you have to do it from the customer screen "Update Primary" which then allows us to edit the role on all our contacts. We have not yet upgraded our forms from 2010.2 so perhaps that is the reason role is on our…

You have to set each status to a stage - Lead, Prospect or Customer. The Opportunity would be a Prospect stage unless it is an additional sale or renewal for an existing customer. Even our Renewal status is shown as a Prospect stage and it still works.

You can edit the names & percentage of the status or you can do like I have had to do each year for the past 2 years and set up a whole new sales flow. You make the new status and change the existing records to the status that you want them to be and then you make the old status "inactive". This will take them out of the…

I do not want the customer status to change on exisiting customers. We have renewals on our exisiting customers and everytime a renewal opportunity is closed, it changes the customer status to Closed -Won New Business. I have to manually go back and change the status Closed - Won Renewal. While the status names may be…

I agree and will vote also.

I can have multiple different forms for leads/prospect/customers - thats fine. Lets say I make one form for the prospect and one for the customer. Lets say my prospect form DOESN'T have a mandatory field for 'Accounts Payable' & my customer form DOES has a mandatory field for 'Accounts Payable'. When I convert a Prospect…

We started last year with a sales process using percentages that we now want to refine and change our entire process percentages and descriptions. In reading the limited documentation on the subject, it looks like I can make new a new status, but any open leads or prospects can not be changed to the new status. "You cannot…

I have 2 custom tabs on several of my roles that have approximately 35 KPI Scorecard portlets on them each. I do not have any KPI - Key Performance Indicators on the tabs, but I would think it works the same way.

Thanks to all for the help. I finally figured it out. Because it was Sales Managers, I was allowing them total freedom, so I forgot to Click on the "Home" tab and therefore, it was not affecting their dashboard. Everything's learning experience - won't do that again! Thanks again, Shermette

Check "Show Internal ID" on the preferences for that User ID.

Going for the conference. Would like to go for the pre-conference training, but $1195 in addition to the registration for the conference, the hotel & travel is too much.