Hi @Gene H, Please follow the steps below on how to grant a user to create a new item record. Navigate to your custom role > Permissions tab > Lists subtab Add Items permission Set the Access Level to Create or Full Click Ok and then Save I hope this helps.

Hi @Aniket-Silversky, Please follow the steps below on how to publish the search in the Customer Center role. Step I: Create Presentation tab Navigate to Commerce tab > Site Builder > Tabs > New Select New Presentation Tab Enter Label Display in Website = False Navigate to Audience tab > Select the role Click Save Step II:…

Thank you for updating this thread, @HertsChris. Per checking, this is logged under Enhancement #20225 Setup > Customization > Transaction Forms > Opportunity Form > Lists tab > Sales subtab > Ability to selectively choose which column to show under each subtab (Sales Team, Qualification, Estimates/Quotes, Closed…

Hello @HertsChris, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also…

Hi @User_CTXXW, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…

Hi @Gene H, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Thank you for the screenshots. Have you tried adding the field below and grouping the existing fields you have? Please let me know if this is the output you were trying to achieve. Formula (text) > Summary Type = Maximum; Formula = max(to_char(substr ({messages.message},1,500))) keep(dense_rank last order…

Thank you for updating this thread, @OliverK. This is logged under Enhancement #132714 Lists > Search > Saved Searches > New > Customer > Available Filters tab: Allow the Probability field to be marked to Show in Filter Region. As a workaround, a custom list must be created and associated with a custom field and a…

Hi @Kedalene, Are there any restrictions on the employee's record and role? Did the other role get an error message when trying to access the record? To identify the permission Needed for a Role/User, please watch this how-to video. Thank you.

Thank you for checking. Were you able to find a role that can edit the Vendor record? Does the vendor record have a workflow or script associated to it?

Hi @Aniket-Silversky, Publishing Dashboards to Employee and Customer Centers is logged under Enhancement #183471. Please check the Publishing a Dashboard in NetSuite discussion for the workaround. Hope you spare some time to vote for the Enhancement at SuiteIdeas so we can raise the number of votes it has. Thank you.

What search did you use in this screenshot? Please follow the steps below. Log in as Admin > Navigate to the Vendor record > Click Edit Copy the URL Log in as Custom Role > Paste the URL Take a screenshot of the page. Thank you.

Thank you for the screenshots, @Estee. It seems that the Inline Edit option is missing from saved search results. Can you please confirm if the search contains Summary Types to group one or more field values (including group, sum, count, min, max, and average)? Also, you mentioned about populating custom fields. Two of the…

Great! I hope it works. ?

Hi @Gene H, Is your Copy to Account tool enabled? Copy to Account is available from production, development, and sandbox accounts in which you have administrator access. To copy a custom object to your target account, the Copy to Account feature must be enabled in the target account. For more information, see Enabling…

Hi @Estee, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points…

Please send us a screenshot of the criteria and results tab from the saved search for us to check. Thank you.

Apologies for the inconvenience. I am still checking on this internally and will update this thread as soon as I have a resolution available. Thank you.

Hi @User_CTXXW, Are you using a NetSuite OneWorld account? You can check the return email address on the company information page or in the subsidiary. For more information, please check Setting up a Return Email Address discussion. I hope this helps.

Thank you, @User_CTXXW. Please keep us posted. ?

Hello @HertsChris, Can you please confirm if you are trying to view or create an estimate from the Opportunity record > Sales tab? Does the role have permission to at least view the estimate record?

Hi @Strategit_Shunta4, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also…

Hi @User_HPB3I, Thank you for updating this thread. Do you still need assistance in the search? If so, please provide the details below. Is it still quote transaction saved search? When you mean by 'last record sent per line', how was it sent? Is the quote manually edited and entered into the line items? If you want to…

Hi, User_HPB3I, The Summary Type = Group is not yet supported in the system when it comes to highlighting conditions on Summary. There is currently an Enhancement request logged for this. See Enhancement 109013. For search results that include grouped values such as counts, sums, and averages, please use the Highlight if..…

Hi @Estee, I would like to confirm the following; Are you using a NetSuite OneWorld account? Are there any restrictions in the custom role or in the employee record? From the Admin role, edit the Vendor record and copy the URL. Switch roles and paste the URL. What is the exact error message you received? To identify the…

Hi @Estee, In your custom role, please add Vendors permission in Permissions > Lists subtab. I hope this helps.

Hi @User_HPB3I, This is to list the most recent message sent. Thank you.

Hi @User_CTXXW , The image should be accessible externally. Check the URL of the image from the displayed. When creating Templates in NetSuite, user should be using the URL containing the Account Specific Domain (e.g. https://12345.netsuite.com) wherein 12345 reflects the Account ID to ensure that the images will render…

Hi @MichelCA, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @User_YMWNR, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn…