Hi @User_K51C7, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @BM136 What is the center type of your custom role?

Hi @User_Q1DPO For you to have access to a record, you need to have a permission assigned to it.

Thank you, @Akhil_k_t. Hi @User_Q1DPO, This can be done through a workflow or scripting.

Hi @Dwight Schrute, This is the current behavior of the field in NetSuite, and an enhancement has been logged under enhancement request #133852 Department/Location/Class Restrictions: to be able to select and give multiple D/L/C access to employee. Please visit SuiteIdeas to cast your vote and comment on why this feature…

Hi @MTL_MIA Navigate to Customization > Forms > Transaction Forms, look for the custom form and mark it as the preferred form and click the Submit button.

Hi @BWM- Shem How many accounts are associated with this email address? You need to reset the passwords in each account for it to work.

Hi @rvaishampayan This issue was related to a defect, and that was already resolved. Please post a new question here and tell us more about the issue to help you get it fixed.

Hi @BRAH-Matt H This is still an open enhancement. I would suggest voting on the enhancement request #39657 to help increase the number of votes it has.

You're welcome, @pbr528. Have a great weekend! 😊 Kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll also earn points towards unlocking the Answer Accepter badge.

Hi @MTL_MIA, Only estimates that are marked to be included in forecasts appear on the pipeline report, and only opportunities that have not been converted to estimates appear on the report. I agree with @Estee. You can create a saved search to include the estimates/quotes generated from Opportunities.

Test answer. Thank you.

Hi @User_K51C7, Currently, it’s not possible to create an invoice directly from a Partner record. You may need to create a customer record and generate the invoice from there. You can add the customer record under the Partner record’s Relationship tab or associate a partner with a customer or transaction. See SuiteAnswers…

Hi @Lee Ann R, Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @User_VA1OM I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_Q1DPO, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @User_K51C7, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

You're welcome, @HX_SUBHANKAR 😊

Hi @User_K51C7, In Standard Forms, Lead record > Sales > Transactions, New Estimate button is available. If you're using a custom entry form, make sure Transactions is enabled.

@yuki nomoto 同意します。 このスレッドに関して確認をさせていただきます。 ご質問に関してさらにサポートが必要な場合は、お知らせ頂ければ幸いです。 また、コメントが適切な回答の場合は、「これは問題解決のお役に立ちましたか？」に「はい」のクリックをお願い申し上げます。 そうすることで、同じ質問がある方々が解決方法を検索する事が可能となります。 また、協力して頂いた事によって、ポイントを獲得し、回答者バッジのロックを解除することができます。

That is correct. If a sales transaction is created for a prospect, or an opportunity is closed for a prospect, the prospect becomes a customer. For the customization, you will completely build the new custom record based on your specific use case. To set proper expectations, please be informed that the scope of our support…

Hi @User_Q1DPO, Navigate to Setup > Company > View Billing Information > Billable Components tab > look for Specialized User: CRM role and Specialized User: View and Approve > check in Current Provisioned Qty column. If it is blank, you need to purchase a license. It would be best for you to reach out to your Account…

HI @User_KZ7N9 When did you first notice this behavior? It could be an issue that requires opening a support case. Please let me know if you need help creating one.

It is stated in the SuiteAnswers article Permissions Requiring Two-Factor Authentication (2FA) that Administrative permissions requiring 2FA include the Integration Application. I hope this answers your question.

Hi @GiCo74, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll…

Hi @Akhil_k_t I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll…

Hi @User_VA1OM The search provided above by @Akhil_k_t should let you populate the roles with zero users assigned and if a role has been assigned to a user but hasn't been used will also appear in the results.

HI @User_KZ7N9 Can you please confirm if your Advanced Partner Center license is still valid?

Please do the following: 1. Clear browser's cache and history 2. Use different browser If the user can still access the report, please send a screenshot of the Audience tab.

Hi @pbr528 You might want to explore customizing a custom record, such as creating a child record linked to a customer (parent) record. For general information about creating parent–child relationships between records, see Parent-Child Record Relationships.