JasonM Bronze Medal

Create saved search of type 'Saved System Note'. To avoid many results on load filter to relative date of 'past week' and filter to a single 'set by' user. Add Date and Set By as filters so that you …

In Administrator role: Setup > Users/Roles > View Login Audit Trail

When requesting sandbox refresh you have an option 'Access After Sandbox Refresh'. Choose 'All Users' or 'Administrators Only'. If you choose All Users, all users will have access, including any cust…

In Administrator role: Setup > Company > Sandbox Accounts If you have any sandbox accounts, the option is in the General section. If you choose All Users, after refresh you will see all users w…

Unfortunately replies to Transactions are not integrated into Cases in Netsuite. We used to create a Case via workflow if/when customer responds to Transaction. The alternative, or if you don't use C…