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Re: Publish dashboard / reminders / shortcuts for ALL (Employee Center) users?
Hey @Sara Gregorsson and @User_7NK3Q, The workaround is to create an Employee Center Tab with the required Center Category and Saved Searches/Links. Once done, every Employee Center User can see the …1 -
Re: Send invoice to multiple people
Hey @MatB, Confirming that you need a custom field + workflow to send the invoice to multiple recipients.1 -
Re: How to make a Workflow send Invoice to contacts with a custom checkbox set to true?
Hi @User_5OUXV, You would need a script/customization to do that. The workflow can't access non-primary contact's email addresses from a transaction record.1 -
Re: Manual Creation of Revenue Plans
Hi @User_FL4CK, You cannot create Revenue Plans directly. Revenue Plans are created from Revenue Arrangements linked to source transactions. You can also create Custom Revenue Recognition Events if n…1 -
Re: How to: Set up environment with "Dealers" and "End-Users" in NetSuite
Yes, for the "Closed-Won", you would need to do it with the dealer "Customer". If you want to automate the process, you can create a script, so when the "End User" Custo…1