Ah-ha. Great! Thanks Evan.

I did. This is what I've got. Item search Criteria: Date Shipped is not empty Results: Summary type of count on Internal ID, sort by internal ID Available Filters: Date Shipped I've tried removing and adding the kpi back into the portlet thinking that it may just need a manual refresh, but no luck.

I signed out of Netsuite and then signed back in in a different browser and now the date ranges are showing up. Looks like it was a refresh issue after all. Funny that manually refreshing the portlet didn't update it. Thanks for your help Evan.

The field type is Date Incidentally, I get the same problem if I use the non-custom "date created" field, so you should be able to recreate the issue on your end if you have the time.

I like the mapping idea. We use it already, but in a much more time consuming way. See this thread: https://usergroup.netsuite.com/users/showthread.php?t=7170&highlight=google+map Our single biggest request when it comes to integration would be calendaring. We use Zimbra for our corporate email & calendar but for the…

Alrighty then. Thanks for helping me understand. Looks like I'm being driven back into the arms of Crystal Reports. Oh well.

Thanks Evan, That is the problem I ran into ... the available date ranges do not include what I need so I'll need to look for another way to get this done.

Thanks Evan, Using the round function works in the saved search but on the KPI it still shows as being rounded to 1 decimal place. I'm using a numeric formula search on a custom record. I'm using sum and round as well with date in available filters for the KPI. Any thoughts as to what is going on?

One search shows the number (sum) of all customers before this year, the other shows all customers (sum) including this year. Lets say the results are10,000 and 11,000. I'd like to show the difference in number from last year (which is actually all years previous to this one) to this year. Edit: If a date range is needed…

Me too! Argh. We have a training session next week that I need to set these up for and they are not working. I create a dashboard, save it (apply to a role, override user settings on Home) and when I switch to that role, the default dashboard remains. One thing I notice is that if I go back to edit the dashboard, the…

Hmmm ... that did work, but the KPI meter was not locked down. You can still close it and it does not return on log-in.

Yup, that's what I meant ... a published tab. It's available for all roles but certain categories are restricted (like meeting minutes) to those that need them. It sure would be nice to have a portlet available on there too.

With regards to the custom tab, we have done just that. It's pretty much a knowlegebase for all staff. There's a funny 'picture of the day' that keeps staff coming to look at the tab. We post minutes and agendas for meetings, solutions to problems, employee manuals, and org charts there. It would be really cool to be able…

Yup. That's it! Thanks. :)

Godaddy also offers an HTML verification option that did the trick. If anyone else needs to do this, you can just follow the directions here: https://ca.godaddy.com/help/verify-d...ml-or-dns-7452

I'm curious how online stores function using Netsuite if there is no built-in solution for displaying matrix items. I can't image most retailers would be able to update descriptions every time stock levels change.

Thanks, Sam. That's very helpful. I'm actually researching this for someone I recommended NetSuite to. That's what seems to happen when I refer someone. I also become the defacto consultant on problems like these. I'll point him to this post and see how he wants to proceed. Thanks again for your feedback.

Thanks. We could do that for existing customers and then we'd still need to manually give access as we add new people. I thought I read somewhere earlier this year that there was a way to give access to customers who were already in the system. I could be wrong. That does happen from time to time. :)

I like the option of using a form to give them access. That might work very well for us. New customers already get an email from us so adding a link to the form sounds perfect.

I'm clearly out of practice with forms because I can't find a way to add the Give Access field. More research is in order.

That'e exactly what I need to get it figured out. Thanks!

Thanks for the ideas. I appreciate it. Any hints on a script that will hide <LOGOUTURL> if the user is logged in? My scripting skills are pretty weak.

This is the script I ended up with. We want a My Account/login link that is always there so that part remained unchanged but now log out disappears when nobody is logged in. Thanks for the help. It's much appreciated. &lt;script&gt; var userName = '&lt;%=getCurrentAttribute('customer','entityid')%&gt;'; if ( userName ==""…

Thanks for the help marcuiz. We contracted the NetSuite Commerce Success team to get My Account set up, so we're all good now. Hopefully your response will help others who might run into the same problem.

Thanks Drew, We've managed something similar using scripting by we're trying hard to stick with the default NetSuite content management for usability and scale-ability.

Really? When I try that I get an error message telling me that only 25 rows will be displayed. Either way, I'm forced to use a single row because I'm building a new responsive site that requires the NetSuite output to be 1 row. The actual formatting ends up being 4, 2, or 1 row depending on the screen size. This seems like…

That's very helpful. Thank you. Are you saying that standard My Account reference bundle can be migrated to the premium version or is that an exception to the migration?

You are correct in all of your assumptions, including the frustrating part. Actually, what I find the most frustrating is the cost. It costs more to upgrade to the premium account (we just want customers to be able to see their transaction history) than it does to have an entire Shopify advanced account. That seems a bit…

Thanks! Hopefully this will help out everyone else who wants to track campaigns in Google Analytics too.

Thanks for the suggestions. I mentioned the reference checkout thing to NetSuite support as well and they've included the legacy checkout in the defect. I'm out of town right now but will take a look at your guide when I get back. NetSuite has made this an S2 issue so hopefully they come up with something that will work…