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AmyExo 3950315 coffeeguy See Compute Number of Days Spent in Current Opportunity Status Answer ID 13731 to get part way there The ability to get the number of days the opportunity spent per change of status is currently filed under Enhancement 133627. Ask your NetSuite administrator to VOTE for this Enhancement AND add a…
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Hello. This is very old but I cam having the same experience today. I looked in SuiteAnswers for any prerequisites and only found this Setup>Company>Enable Features>CRM>Marketing, Capture Email Replies I am testing based on SuiteAnswers #'s 33773, 31719, 77746 & 8910 I can check the Request Read Receipt Box and send an…
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Hello @User_9ZHOF, I don't know if you've solved your integration but I just bumped into this while looking for SuiteBilling Videos on the internet for myself. Good Luck
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Micah Timbol-Oracle Thank you. This is great
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Hello @Jack Daryl Espiel-Oracle Thank you for all this detail!!! I learned a lot with this one & your options were great! I did test both suggestions and they both worked well. I leveraged 2 Hidden Text Area/Long Text Custom Fields applied to the Source Record and store the result there because another piece of my workflow…
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Thanks @Jack Daryl Espiel-Oracle Will do. closing the period today. Will follow up. Appreciate the detailed suggestion. I have high hopes.
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Hello @Jack Daryl Espiel-Oracle Now I'm wondering if the limitation/difference is that you refer to the "Set Field Value Action" I am using the "Create Record Workflow Action" to create an issue with the workflow and "in effect" using set field value actions in my Create Record Parameters to populate the Issue fields. (How…
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Thank you @Jack Daryl Espiel-Oracle. First Notes: Formula = ' NAME: '||{custrecord_360_taxrate_taxid}||CHR(13)||'TAX ID: '||{custrecord163}||CHR(13)||'EFFECTIVE DATE: '||to_char({custrecord_360_taxrate_effdt},'MM/DD/YYYY')||CHR(13)||'Res Rate: '||{custrecord_360_taxrate_rate}||CHR(13)||'Non-Res Rate:…
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Thanks Micah Timbol-Oracle I am going to do some testing in Sandbox but wanted to let someone know (I tried to let the SuiteAnswers Chat bot know but 🤔.) Fixed Asset Values on Fixed Asset Reports does not match Asset records references SuiteAnswer ID: 21804 but it is not in SuiteAnswers. There is reference to it in 6 other…
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Thanks. Micah Timbol-Oracle. Will do
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Great Idea. Thanks. Best Regards.
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Yes, Thank you. We are using Downloadable Items already. I'm sorry to say our Client Experience team was not happy with the NetSuite Customer Center UI experience. They moved from NetSuite for Support Management to Zendesk with a custom Customer Center. 😏 The difficulty we have is that NetSuite holds the software…
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Thanks @Micah Timbol-Oracle yes that will remove it from the Asset Register but that really only hides the issue. These were loaded many years ago & I am trying to "clean-up" what ever happened. I'd like to do it thoroughly and the proper way. Yes, our intent was that we wrote off the assets but since these were early…
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@Micah Timbol-Oracle Just an update I'm all set. I followed the SuiteAnswer ID 19284 Revaluation of an Asset. I had tried this early on during my multiple rounds of testing, but instead of entering a value in the Write-down % field, I entered a value in the Write-down Amount field. This time I calculated the precise %…
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@Michelle Jabanes-Oracle I've gone through each of our scheduled processes and see they are scheduled to isolate/group the types of Activities & Record types. Since the Owners are no longer active, the schedules did not execute. They are scheduled at different times overnight with enough time between them to allow…
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@Michelle Jabanes-Oracle Yes, Thanks. I am looking at that now. Appreciate the guidance.
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WOW!!! Thanks. These Owners left and we never re-scheduled their Mass Updates. As always, THANKS!!!
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Hello @Michelle Jabanes-Oracle We have had the LSA bundle installed since 2011 but have historically not monitored the results. We are now attempting to leverage this data point but find it is not always updated as we "expect". Should the Last Sales Activity field automatically update when the assigned Sales Rep creates…
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NSRantz While it's true, the response times (after first load) have improved and approximate the timings prior to the move to OCI, users are still frustrated with this new first load latency since the move to OCI. I have to say, this new first load latency since the move to OCI, should not become the new normal and should…
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Thanks Ivy. I appreciate the confirmation.
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Thank you Michelle. I'll leave this open a few days to see if anyone suggests something & if not, will Accept this answer. Always appreciate your help.
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Thanks Michelle, not quite there yet. I can return any contacts that do not have the Holiday Gift box checked but this is incorrect. I need to be able to instruct the search that when a Customer does have at least one Contact with the Holiday Gift box checked, the search should not return any results for that Customer. It…
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I requested the CRM Add-On SuiteApp provisioned to my account. It took a couple days but it was provisioned and I have installed it in my Sandbox environment. 😉
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Thank you Jack. Yes, I will. I was able to add the field and continue the formula but am still making changes so haven't tested the "result". I will and will mark the button, afterward. Thanks so much for the follow up.
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Thanks Jack Daryl Espiel-Oracle. Would this be in second "Formula" field and the continuation of the formula would have the effect of appending the first Formula field?
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David Levinson I found this https://www.youtube.com/watch?v=Q-o1Wfu2ncI&t=1247s How to obtain it and pricing begins at the 24:30 mark and continues through 25:40. Good news. 😉
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Thank you Michelle Jabanes-Oracle. Does the CRM Add-On "just" need to be provisioned or is it an additional fee?
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Congratulations!!
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Oops, missed that. Hope someone can help. Best Wishes.
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Have you tried the Remove link on the Customer record?