Hi @User_HPB3I, Create a Transaction Saved Search and set the following Criteria and Fields in Results tab. On Criteria tab > Standard subtab: Filter: Type is Estimate/Quote On Results tab > Columns subtab Document Number > Summary Type = Group Formula (text) > Summary Type = Maximum; Formula = max(to_char(substr…

Hi @OliverK, This is filed under Enhancement # 111212 Tranactions/Entities > Restrict the contact list to only those contacts associated with that entity/transaction, rather than the entire contact list. And as a workaround, this is possible through a custom field. Please see the steps below. Navigate to Customization >…

Thank you for keeping this thread updated, User_HPB3I!

Hi @JohnCirocco, Upon checking, there are only 39 unread emails and once marked as read, it should clear the numbers on the notification icon. Have you tried clearing your cache and browser history? Regards,

Hi @David DeLisser, Please provide us the following: What report are you currently using? What specific fields are you trying to pull up? Are there any custom CRM fields included? Thank you.

Hi User_HPB3I, May I know the results of the steps above? Thank you.

Hi @Dwight Schrute, You need to create a new template from scratch by following the SuiteAnswers article provided above. You can copy and paste the other items that you want to be included in this template from your old one. Thank you.

Hi @User_5MFW2, This is filed under Enhancement #355560. Per checking, there is no available workaround to restrict users from having this checkbox removed. Please vote for this enhancement at SuiteIdeas. I hope this answers your question. Thank you.

Thank you for keeping this thread updated. 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 @David DeLisser, The option to display Columns on a Monthly or Weekly Basis is filed under enhancement #485121. I checked for an available workaround and found none. Please vote for the enhancement at SuiteIdeas. I hope this answers your question.

Hi User_HPB3I, 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 @Dwight Schrute, 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 @User_DPS2Z, 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…

I am afraid that this is not possible since you are using a formula text field. If these are standard text fields, you can use another formula field and add each field ids and use count. I don't see enhancement requests related to this, and you might submit one at SuiteIdeas. I hope this answers your question. Thank you.

You're welcome, @User_75YL8.?

Hi @JohnCirocco We're looking into it, and we'll update you as soon as possible. Regards,

Have you tried setting it to Count? For reference, please see SuiteAnswers Defining Summary Types to Roll Up Search Results. Thank you.

Thank you for checking. Please confirm the following if it will remove the duplicate amount. Set the Summary Type into Groups Remove fields that could possibly add up the duplicate amounts in the search. Applying Transaction : Amount (Transaction Total) Applying Transaction : Delivery Date (Custom Body) Let us know how it…

Hi @emcee_uk , Per checking, this is related to Enhancement # 152697 Ability to show more than 10,000 records of exporting to CSV/Excel File. I suggest voting for this enhancement at SuiteIdeas and please add notes that you're also encountering the same issue when exporting the dataset from SuiteAnalytics. Thank you.

Hi @User_75YL8, Here are the Password Reset Tips for Administrators. If an account administrator resets your password, your previously saved security questions are erased and you must set up these questions and answers again. Security questions and answers are shared across all NetSuite accounts associated with the same…

Hi @Dwight Schrute, Yes, this is possible through Advanced PDF/HTML Templates. Make sure you use html when sending the email. For reference, please see SuiteAnswer Id: 63077 | Advanced Templates for Printing Saved Search Results. Thank you.

Hi @MarkCRobinson Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_HPB3I, Try setting the Summary Type to Sum. Thanks,

Hi @GaryR Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_DPS2Z, By default, new sandbox accounts are accessible only to NetSuite account administrators. If you are not an administrator and do not have access to your sandbox account, contact your NetSuite account administrator for access. All of your roles can be found on the My Roles page. You can identify each account…

Hi @emcee_uk , I would like to follow up on this thread. Please confirm how many fields you added to the dataset. In my testing, I had 150 fields and 2,002 rows, and it successfully exported fine. Does using a different browser or deleting your cache help? Thank you.

Hi User_HPB3I, In Criteria tab > Standard subtab > Add Filter: Main Line is true. I hope this helps.

Great! You're welcome. ☺️

Hi @User_HPB3I, Have you tried using case when? This example worked fine in my testing. CASE WHEN {fieldname}='T' THEN 1 ELSE 0 END I hope this helps.

Hi @emcee_uk , How many fields did you add in the dataset? In my testing, I had 150 fields and 2,002 rows, and it successfully exported fine. Have you tried using a different browser or deleting your cache?