* auto-send New customer satisfaction survey link * auto-send One year anniversary marketing Tom Oooo ... I like those. Thanks for the ideas!

Thanks. All fixed.

Our case was closed by a support rep who clearly didn't understand the issue after over 2 hours on the phone. Argh. Our only workaround is to have an admin do the work or give a call center rep administrator rights. Neither is a good long term solution and the problem is definitely not fixed. Back to the support queue we…

Working on getting this filed with support. Interesting behavior: 1. log in as administrator 2. go to customer record > transactions > memorized transaction > click "memorize" 3. click cancel 4. memorized transaction appears and can be edited (expected behavior) 5. copy the url for that page 6. change role to call center…

Yup ... we're attached to that case as well. Eager with anticipation.

Open - Fix Undergoing Testing. Will that be released this Friday?

Case # is 700927.

Yup, we can't void or close because the sales order thinks the item is stuck in the fulfillment stage. What we ended up doing is we removed the customer's cc info, changed the amount to 0.00 and then completed the process. It's a clunky way of doing it but it's taken care of. We've made changes to our process to ensure…

As far as I know there are no limits (no pun intended) to the number of customers you can have with any of the licenses. You'd best check with your account rep to make sure though.

That may work for us as well. I'll need to see if this will satisfy our accounting department but if it does it sounds like a good solution. Thanks for the suggestion.

Right now we are populating the title but only the number shows up in the drop-down on transactions.

Well this looks like it may have been a user issue, not a Netsuite issue. Either that or a one-time glitch. I tested several cash sales with the users involved and they all showed the title. My appologies to all of you who helped out.

As we're a charity, we don't need or use Estimates or Sales Orders. Is there any other way to make this work without requiring our sales force to add an unecessary time consuming step?

Thanks. I'll give that a try.

That's perfect ... you know, I had no idea that formulas could be used in criteria ... I thought they were just in results. Thanks!

Thanks. I was actually trying to do it via a saved search, but have resorted to using a report like you suggest. We set up scheduling to email it to the managers on a weekly basis.

It's been like that for a while for us too. It only happens when images are larger than a certain size. Try dropping the image down to 1024 wide and see if that fixes the problem.

Yup, the redirects should take care of that. Before you move sites you'll want to take a good look at your web site stats and makes sure that all the important (most used) urls (that won't exist on the new site) are redirected appropriately. You don't want google et al finding all sorts of broken links when you make the…

I'm not sure about that either, but I see where you're coming from. You may run in to security issues using iframe tags only, especially if you're talking about the shopping cart and checkout as well. Also, some of the cost of advanced customization would be offset by moving away from your current web site hosts (every bit…

A lot of us would be interested in this.

Looks like there's at least one third party app that will integrate with google calendar. Check it out here.

I'm not sure what you mean by duplicate email records. Is this a customer based search? If it is the same customer records are shown more than once, that's ok. For viewing purposes you can group the search by customer. When the email is sent, only one per customer will go out. However, if you have multiple customer records…

Is this still not possible? I'd like to add our 1-800 number so I don't need a second footer just for that.

Hmmm... I'll have to add LaTeX to my 'things to learn about' list. Right now I'm learning basic accounting. :) We use javascript to generate letters right in Internet Explorer. The code goes through a cash sale and creates a paragraph for each unique item purchased (based on a custom field on the item). We just print it…

I'm looking at forms and I see that there is an email form. Is that new? I'm also wondering if there is a way to customize the message area with default/pre-populated text (like in the Netsuite support center form).

I'd be very interested in this as well. We have 3 inquiry forms that I'd like to put on the web site. They should all be email only forms. The data gathered is not something we need stored in Netsuite.

Maybe this will address some of our issues. http://www.reuters.com/article/marketsNews/idUSN2434700120080324

I tried using 2008 and could not get it to work. Right now I use v10 without any problems. Edit: I get this error when trying to connect to the database in Crystal Reports 2008. Logon Failed IM003: Specified driver could not be loaded due to system error 998 (NetsuiteODBCDriver). [Database Vendor Code: 160]

Cool, thanks. I'll give it a try.

We are currently using Coastal, but are looking at other options. See press release excerpt below. ---------------------------------------- ORONTO, ONTARIO--(Marketwire - July 12, 2007) - EFT Canada Inc. (TSX VENTURE:EFT), a publicly traded company based in Toronto Ontario, announced today that Coastal Software, based in…