My Stuff
Comments
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Stupid question, but how do you submit a case if you cannot log in?
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Down in Austin TX
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I tried for 3 weeks to change the logo/banner on our customer support center and finally found out the place to change that item is under Setup>Company>General Preference>Customer Center Welcome Message.
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Having the same issue.
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In Texas also. I can get in, but no data on reports.
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We do not have a Web Store, just a Customer Service site as we do all of our sales via Sales Reps. However, our items are used for estimates/quotes and are marked "Do Not Display on Website" If I turn on our Knowledge Base search for our customers, our entire list of Items with prices comes up in the search and items that…
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I believe they implemented level 2 and level 3 data recently, however, I think it depends on the card type if that data gets sent. Usually on a purchasing card. You might also have to enable those features.
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We auto number and our customer name prints on transaction reports. There are several fields that make up the total name, the id which is the auto number and the actual name. They can show in separate fields on in one field depending what you select. dsj
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On the attachements tab of the email, click Include Transaction and on the Type dropdown select PDF.
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I used Snagit and wrote instructions for each company specific process that is different than the NetSuite Help. I took screen captures with the Snagit to show what needs to be completed, how to edit various items and specific process instructions. For basic information such as calendar set up and such, I have them refer…
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What type of documents? Does this include the pdf versions of Quotes (estimates) and Sales Orders? Or is it just documents in the filing cabinet?
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I believe you all receive email from support during instances that they called you & you were unavailable. I suggest you respond to that email with the appropriate time to call you as well as provide the timezone. I believe all reps are required to do a callback at the time that is indicated by the customer & if the time…
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Hi, following the recent successful release of our first mobile app for iPhone/iPod touch, I'd like to get some general feedback on what users would like to see in the future for NetSuite on mobile devices (whether developed and delivered by NetSuite or partners.) If you're interested in this topic, I'd appreciate it if…
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I agree that the documentation is less than helpful. I have an an estimate workflow set up and if you would like to contact me, I will share what I know with you. Shermette Jackson shermette.jackson@alchemysystems.com
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That might work for some, but in our business processes, I as the adminstrator, am the only person that does sales orders as there is an review and approval process and I do not know the win/loss reason. Additionally, if the business is lost, there is not going to be a sales order. Thanks for the ideas though. Any input is…
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I too would be interested in having the field become mandatory when a Sales Order is created. I do not think the solution of making it mandatory on the form will solve the issue as you do not want to make it mandatory when you open an opportunity. You do not know if the opportunity will be won or lost at that time. For me,…