Again, probably unclear request... Our employees do NOT use the Employee Center to submit expenses. This is all done through his/her individual role in NetSuite (Sales Executive, Support Rep, etc.) When expenses are submitted through the UI with the Restrict Time and Expenses box checked, all expenses are submitted to the…

This wouldn't have to do with permissions to the File Cabinet would it? When I log into our account as an Admin, I can change who can access system generated folders like the "Attachments to Send." I hope this helps...

I could be wrong but I think even Marketing Campaigns are considered child items. If I'm right (which I hope I'm not) you can not remove a marketing campaign from a record...this will prohibit any lead record from being deleted. On the suggestion of merging duplicate lead records, we've had to use this function in our…

It is certainly an issue for us. The <b></b> is hardly a work around for our signatures. I can't believe this isn't more of an issue for all users. Is everyone skipping the NetSutie email functions all together and using Outlook Integration to save messages?…

Do you include any images/logos in your signatures? We do but we have been unsuccessful in finding a way to include them in NS.

I agree! I have had similar frustrations with NS Support. In my experience, I periodically review the enhancement requests I have made to update our status. Most of the time, I have to call into support just to confirm that my request was documented correctly because the way the request is documented in the Enhancement…

I share your frustrations! I have numerous test records in NS that I want removed from the system and I always receive the same message, "This record cannot be deleted because it has child items." The part that gets me is that the system doesn't outline what child items are still attached to record! You can easily spend…

Called NS Support and was told that this never did automatically update on the Contact Records. However, if you are working with Employee Records, the name DOES automatically display your modification to the employee's name. Interesting!

I do recall updating existing contacts prior to yesterday and the Name/ID field would prepopulate with the information entered in the Name field on the contact form. is this a preference or a NS global setting?

I have had similar frustrations with NetSuite Silver Support. Similarly, I have exhausted the alternative routes to locate NS assistance (Support Online, Sales Rep). I must say if you can hold for Support - your questions and concerns do get the inital attention needed. However, it does seem apparent that once the call has…

Would rather see them gone. If a Sales Rep goes to create a new lead for the same company they have to go through and clean out the old data. We have defined parameters of what we want to delete for example any active lead with no activity in last 12 months. We would rather delete than inactivate and keep these outdated…

DMC - Thank you for your post...this has been a thorn in our side from day 1. Even the Duplicate Detection options in Netsuite don't catch the majority of these. Because of this, our sales team has to do a global search on company name keywords before calling because they could already be a customer!!

We are mid-sized with a little over 100 employees. We have the full NetSuite module (ERP, CRM, Marketing, SFA). We do not use the web store. I am one of 4 administrators. I spend 95% of my 40-hour work week with our departments and NetSuite. We do not use contractors so all administration is kept in-house.

Does anyone know if the same would apply to Support Reps? In our company, support reps escalate support cases to other departments based on the customer request (Sales, Operations, Management, etc.). We've resolved to instructing these escalatees to remember to cc the support rep when responding to a case escalation in…

Hi Wally - Are the matrix reports something you generate within the NS app? The reason I ask is I opened a previous thread and was told there is no reporting available in NetSuite other than creating a Saved Search and then exporting to Excel. https://usergroup.netsuite.com/users/showthread.php?t=9193

Krish0nan - Can you tell me exactly where in Help this is documented? I only found information regarding standard/custom roles and assigning users to roles...nothing to help understand the difference between employee self-service and Full access licenses. My question: Does an employee self-service license count as a full…

I'm so glad to hear we aren't the only ones with the same concerns! We had a similar situation in our sales team as far as making sure qualified prospects had an opportunity record. It sounds like you have found something that works for you... Our resolution included creating a saved search with critieria to reveal…

We have the exact same frustration and I am so happy to know we are not the only ones! In our situation...the name/id field is populated with an internal-generated accounting number, ABC123. We, too, do NOT have auto-numbering on nor do we find this a valid solution. Our biggest frustration is in the Global Search. You…

Very much so, I feel your pain more than you think. However, I think that once again, I didn't explain myself well, I was a bit tired. my apologies I see your reasoning for someone to need to choose who approves their request. However, this practice is in direct conflict with separation of duties. It is a valid need, a…

I have to hunt around, but I saw a question in here regarding approval routing- and I do think that needs work. Nobody should be able to 'choose' who approves their PO request- but it should be available based upon management of departments- so it is automated. Not sure that makes total sense, so if it is as clear of mud,…

I hope I'm understanding the request accurately...but if I am, and you want to change your email address you use to log in to the UI I found this must be done from the employee's record in NetSuite.

dianelaslie - I have implemented the same. I stock pile a handful of questions and call in as soon as the support center opens (8 am CST). Denmark - I have talked with other companies regarding support. I gather from their responses that it isn't worth spending the extra money for Gold support. It seems you get the same…

It's a warm welcome to the NetSuite support family! We have and continue to have disappointing experiences with NetSuite support, we also have the Silver package but from other posts - it doesn't seem to make a difference which package you purchase. I don't want to give away all my trade secrets but I stock pile my…

I created my workflow but the Issue field isn't populating with the value I expect. Do you see anything obvious that I'm missing? Initiation - Event Event Defintion - On Create Trigger Type - Al Context - nothing selected Saved Search - Workflow CSR II (a custom case saved search that references employees with Role =…

OK that makes sense. Thank you! And does your one action in the Workflow look like this? Sorry for all the questions but I think once I get one setup I'll be able to get this.

It does but I'm not getting hung up on the Condition/Formula value I need to use. I've read and reread the Netsuite documentation on workflows but I'm just not getting it. Is there a formula writer for dummies??

When creating a workflow does it matter where you set the condition at the workflow level or State/action level or both? I'm experimenting with the Show Message action. I thought I would try to generate a message when user hits Save on a new opportunity when Expected Close Date is today's date.

Thanks for the info. Just curious what would be the benefit to the 3rd step of syncing the two fields if the standard field is hidden on the form?