My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: How to display a sub field in a Saved Search?
It would be a join you need to go to the item fields at the bottom and use the display name.2 -
Re: When using Build Multiple why does Search criteria appear differently from a Quote vs Sales Order.
You are talking about the item add search on Sales orders vs Quotes not a "search" correct? There was an update to be able to favorite items to add to sales order transactions. I tested in …1 -
Re: Change Role Permissions report
You cannot grab the history of the role change in a saved search We made an alert to let us know when a user made a change to permissions that we do not want shared. The best practice is to not allow…1 -
Re: Send scheduled report to email not in NetSuite
For reports the recipient has to be in NetSuite as a customer, partner, vendor, employee, or group. You can add them to a contact group and then add the group to the report scheduled email. Go to Go …2 -
Re: UPDATING CLASS ON TRANSACTIONS
When you use the internal ID on the class field for the csv are you using the pencil and making sure it is set as internal ID and not name? You should be able to update the transactions via csv. Do y…2
