Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Thank you for your inputs @Entartes! Hi @Richard Appleford OB In order to create a new Opportunity from a Lead Record, the Lead Form used should show the Opportunities Subtab. However, the Standard L…

Hi @Maxine McNaughton-NetSuite-Oracle, Good question! There’s no publicly documented limit per role for how many employees can have a specific NetSuite role. The limits are more about how many user l…

Tip #2: Tips for Customizing Dashboards Tailor to User Roles Customize dashboards based on user roles and functions (e.g., sales, finance, operations) for relevant, actionable data. Use the “Publish …

Tip #1: Configuring Email Notifications for New Lead Creation in NetSuite Overview: Set up an automated system alert to notify specific users (such as sales representatives or managers) whenever a ne…

Hi @Divya Unnikrishnan, SuiteTax does not support NetSuite CRM, and there are no plans to support this. However, you can check the SuiteApp/Bundle Name table in SuiteAnswers ID 98937 for the equivale…