David Levinson — NetSuite Community

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Re: Documents tab shows up with Create permission

David Levinson

Oct 21, 2020 4:10PM

Hi Michelle, Seems like I just found the issue... I think it is a small bug for your consideration. I have 3 roles linked to the "AL: Ventas Center". The 3 roles have permission of Create i…

2
Re: Quota report when Saved Search Selected

David Levinson

Oct 16, 2020 4:00AM

Hi Michelle, In general, my understanding for quotas is that they offer a way to compare sales rep's quotas vs. Actual Results. So, if I have a Saved Search selected, I am assigning a quota base…

1
Re: Access to a Custom report not working properly without permission assigned

David Levinson

Oct 6, 2020 5:27PM

Thanks Michelle! I already did.

1
Re: Access to a Custom report not working properly without permission assigned

David Levinson

Oct 2, 2020 10:24PM

Thanks for the quick reply! This has been very useful.

2
Re: Access to a Custom report not working properly without permission assigned

David Levinson

Oct 2, 2020 9:14PM

Thanks Michelle! I did some tests... I did not have access to Reports - Saved Reports because I customized the Reports Tab from zero for this specific Custom Center. I manually added all its categori…

2