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Hi @User_J8A16 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.
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Hi @lilywu 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.
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Hi @User_XQ321, 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.
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Hi @Manuel Dambo Change the source to (Custom) and specify the URL in the FEED URL Field. I hope this helps.
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You're welcome, @User_75YL8! ?
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Hi @Doug Weihrauch, I would like to follow up on this thread. Please let us know if you need further assistance. Thank you.
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Apologies I have posted an incorrect reference number. It should be #163496 Transactions>Employees>Process Payroll --- Preference to Send Bulk Email Notifying Employees of Payout and Bulk Email for their Paystubs on Pay Date. Thank you.
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Thanks for the update, @User_UFOSV.
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Hi @User_75YL8, This feature is not yet available within the NetSuite line of application services. An enhancement request is logged under # 133496. Per checking, I do not see any possible workaround for this process. I hope this answers your question.
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Hi @User_UFOSV I would like to follow up on this thread. Please provide the following: Please send a screenshot of the user's entire dashboard. What other portlets have been added to the dashboard? What center type is she/he using? Thank you.
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Hi @Doug Weihrauch, As per SuiteAnswers Id: 37238, the maximum number of records that can be deleted via Inline Editing is 400. Do you only get 50 results per page when running the search? Try to edit your search and check in the Results tab if there is a value in the Max Results field. The Max Results option is to limit…
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Hi @Kirra 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.
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Hi @Nathan Grizzoffi 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…
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Hi @Carmela, I would like to follow up on this thread. Please provide us with the above details for us to further assist you in your concern. Thank you.
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You're welcome, @Gabriel Jarillo Soto. 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.
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Hi @Strategit_Shunta4, If you use Opportunity Saved Search to populate these fields, below are the following field names. I hope this helps.
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To get the April's data, you can use within month before last. I hope this helps. Thank you.
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I would like to confirm the following: Please send a screenshot of the user's entire dashboard. What other portlets have been added to the dashboard? What center type is she/he using? Thank you.
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Is the user trying to add the search from a custom center tab? If so, as an administrator, you need to manually add the custom search from the custom center tab. I hope this helps.
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Hi @User_UFOSV You are limited to six Custom Search portlets on the home page dashboard, but if you want to display results of additional searches on your dashboard, you have some other options to make this happen. For information, see Displaying Multiple Saved Searches on Your Home Page. I hope this helps.
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Hi @CK43213 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.
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Hi @Nathan Grizzoffi If the team selling is disabled, your primary sales rep is assigned. The Sales tab will no longer be available and the Sales Rep field can be found in the main customer form. Example: I hope this helps. Thank you.
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Super b! @Tiru Chembeti ?
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Hi @Karanjot Singh 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.
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Hi @User_65SEF If you are only assigning one sales rep per customer I don't think you need to enable the Team Selling feature. The Team Selling feature lets you associate sales transactions and customers with sales teams comprised of various employees. Thank you.
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Hi @User_65SEF Navigate to the Customer record > Sales tab> Sales Team subtab to change the sales rep contribution. It seems that this is related to Lead Management. Please continue to work on the existing thread. Thank you.
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Hello @User_65SEF, I believe this is a duplicate of Lead Management. Let us continue to work on the existing thread. Thank you.
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It seems that team selling feature is enabled. You can put 100% if there is only one Sales Rep assigned to this customer. Edit the customer record to update the contribution. See example below. Sales teams in NetSuite are groups of employees. Each employee in a sales team has a designated contribution percentage. A…
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Hi @User_65SEF, You can use the Mass Update to change the Sales Rep. Navigate to Lists > Mass Update > Mass Updates Click on Sales Force Automation Click Change Sales Rep Assignment Title of Action: Enter Title Select from Change Sales Rep To drop-down field the Sales Rep/Team Filter: Select a filter to determine which…
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Hi @Gabriel Jarillo Soto, In the Criteria, you may use the following formula. And in the Results tab, I used CASE WHEN You can update the transaction type based on the criteria needed. Thank you.