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Re: Customer Dashboard: Customer Summary (default)
Hi @"RickG_1136", Good day! Have you tried enabling the Form is Preferred checkbox? Enabling this won't affect the form you set in your Entity record. Please let me know how it goes. T…2 -
Re: Import Forecast
Hi @"sarahm_43874", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research …1 -
Re: How do we notify users when a new communication comes in to NetSuite PO?
Hi @"4097094" This is currently logged as an enhancement under Enhancement # 127029 Home > Set Preferences > Alerts : Ability to set up email alert when customers reply to an email se…3 -
Re: Days since Last Sales Activity (LSA)
Hi @"timelms", For Customer Saved Search, please use Formula (Text) and Formula: {today} - {custentity_date_lsa} Thank you. Michelle Jabanes-Oracle Ask A Guru1 -
Re: Global search to search files from communications tab
Hi New_44789, There's no preference for us to set the naming convention for the pdf file. Have you tried a different browser and clearing cache and cookies to check if you can search the pdf fil…1
