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Re: Analytics Portlet by using a role based on project center
Hi @"3971247", In addition to what my colleague, Camille posted. The steps below serve as an Alternate Solution to the Defect 563707 Project Center > Consultant Role > Analytics Portl…2 -
Re: Is there any way to default so that the Expected Receipt Date is blank. It used to be blank but rece
Hi @"AsadSymitry", Can you please confirm if you're referring to the Purchase Order record? If so, you can delete the date on the Expected Receipt Date as an Alternate Solution to the …3 -
Re: Can I create a list of customers by sales rep showing amount of sales
Hi @"3967624", Currently, we do have an enhancement request logged related to this concern under Enhancement # 87269 - Customer Inactivity Report. Allow user to customize the Sales Activity…1 -
Re: How to select an address for billing/shipping on an estimate?
Hi @"3967582", Are you referring to the Billing > Bill to Select on the Estimate record? This field will automatically be populated once you select the Customer's name in the Custom…2 -
Re: Role permissions not working
Hi @"Shelli", Thank you for checking. Can you please confirm if the users can access Invoices, Sales Orders or any standard records in NetSuite? Also, please make sure to add the necessary …4
