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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 -
Re: How to add "Created by" and "Approved By" columns on our GL Report
Hey @User_MFH4I, You can't natively show the "Created By" and "Approved By" fields on the General Ledger report. The workaround is to create custom "Created By" and…1 -
Re: How to add additional Reminder portlet in Home Dashboard?
Hey @Cristian Cabacaba, You are correct - you cannot add the standard Reminders portlet twice. The workaround is to add the Dashboard Tile portlet and use it as a Reminder. As an added benefit, Dashb…1