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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
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Re: Why can't we create an Opportunity from a Lead?
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…1 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
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…2 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
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 …1 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
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…1 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
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…3
