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Re: NetSuite for Outlook - Mandatory Fields
Hi @"timelms", Please see the steps below. 1) Log in as Administrator 2) Navigate to Setup > Company > Outlook Sync Configuration 3) Open Active Outlook 4) Basic tab = keep as it is &…1 -
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 -
Re: SALES ACTIVITY BY SALES REP DETAIL report showing Customer status rather than activity status
Hi @"bobonorov", I found a SuiteAnswers on how to Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages | Answers ID: 30217. Per testing, although th…3 -
Re: Purchases by Vendor This Year vs Last Year
Hi @"iecpradeep_14007", You need to add the Amount field and select the Relative to Today's Date or Relative to Report's To Date to populate the Alternate Date Range field. Let me…2 -
Re: Only allow lead conversion
Hi @"Sonics" I would like to confirm if the current Online Customer form you're using creates a Contact record that links to the Customer record or does the issue only occur if your Sa…3
