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Re: Advanced Partner Permissions
Good catch on that Sales Activity by Customer Detail report @"RickG_1136"! The report lists sales activities involving each customer for the time period you select. Activities include event…4 -
Re: How can I close multiple (200) older cases with the same reply/solution at once?
Hi @"4126314", Sending Email Notification upon every type of Case closure is possible by a saved search that sends Email Notification when Case changes Stage from Open to Closed or when it …8 -
Re: Show chosen subsidiary at the top of the page (company logo position)
Hello @"kschraft", Thank you for the additional information and for submitting a case in Support. You may refer them to this Issue # 271456: Always Display Subsidiary Name = T > Still sh…3 -
Re: Advanced Partner & Contact Activities
Hi @"RickG_1136", Adding the Company and Contact in the Task > Related Records subtab is a workaround for you to know who created the activity. Based on my testing, this is the behavior …3 -
Re: Custom role: Sales Reps in the Establish Quotas Dropdown
Hi @"RickG_1136", I would like to verify if there are any restrictions in the role assigned to this user. Also, if you have NetSuite OneWorld, check if the Allow Cross-Subsidiary Record Vie…1
