Hi Joseph, 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. Thanks, Michelle Jabanes | Ask a Guru

It is not possible, adding the list of items in a Promotional Code through a Saved Search is logged under Enhancement #120229. Please visit SuiteIdeas and vote for this request. Thanks, Michelle Jabanes | Ask a Guru

Thank you, Tyler! ?

Hi Tyler, I would like to follow up on this thread. Let us know if you have further questions. Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks, Michelle Jabanes | Ask a Guru

Hi @User_M8IWD, I would like to follow up on this thread. Let us know if you have further questions. Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks, Michelle Jabanes | Ask a Guru

Hi @jb123, I would like to follow up on this thread. Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks, Michelle Jabanes | Ask a Guru

Hi Ray, I would like to follow up on this thread. Do you have any questions? Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thanks, Michelle Jabanes | Ask a Guru

This will depend if you want to send this particular template in a sales order or when generating an invoice and just only use it if there is a gift certificate applied to the transaction. Thanks, Michelle Jabanes | Ask a Guru

Hi @Vernita, Thank you 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. Thanks, Michelle Jabanes | Ask a Guru

Hi @User_M8IWD, Have you tried exploring the Standard Reports of NetSuite? Please click here to see the list and these reports are customizable. If you think that a report is closest to the one that you need then you can customize it. There is also a Saved Search that you can use that can have many advanced search filters…

Hi Tyler, Per SuiteAnswers: Custom Workbooks and Datasets, you can link two datasets using the SuiteScript N/datasetLink module, then create workbooks with them that other users can access using the Workbook user interface. For more information, see N/datasetLink Module. I hope this answers your question. Thanks, Michelle…

It will pull up the detail from the From Saved Search field and not from the Item list. Thanks, Michelle Jabanes | Ask a Guru

Hi @jb123, You can only add the Items Saved Search: Customer Will Get field int the search. Per checking, adding the list of items in a Promotional Code through a Saved Search is logged under Enhancement #120229. Please visit SuiteIdeas and vote for this request. I hope this answers your question. Thanks, Michelle…

That's interesting! The Project Management feature needs to be enabled for the Case/Task/Event field to appear and work properly in the Time Tracking form. Do you have this module installed before? If you want this feature, you might want to check this with your Account Manager. I hope this helps. Thanks, Michelle…

Thank you for checking, Colleen. You're correct, you can create Time Entry and auto populate the Customer: Project field, however, this will not attach to the Customer record. For this issue, I would suggest to create a new feature request at SuiteIdeas as there is no existing enhancement logged related to this concern. As…

Hi @User_DNGCR, I would like to follow up if you need further assistance in this issue. Can you please confirm if you tried using a different browser and if you still experience the same issue? Have you tried to re-create the saved search from scratch? Thanks, Michelle Jabanes | Ask a Guru

Hi Karan, Are you referring to the web store? You may check it in Commerce > Websites > Website List > Click Edit beside the Website name > Setup subtab. Please check the following SuiteAnswer articles below. Adding Items to Web Store Categories Displaying Items and Information Web Site Setup Preferences Please let me know…

Hi Colleen, Thank you so much for these screenshots. I suggest to view the Customer Record and not on Edit mode. Create the Time Tracking entry via Customer Record > Time Tracking > New Time. As long as the Customer field is not blank, the Company auto populates under Customer:Job after saving it. Please let me know if…

Yes, that is correct. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question”, you’ll be able to aid the community to find the solution much easier and faster without the…

Hi Karan, Please see the following SuiteAnswers articles that will help you restrict the Items using the Customer Center Role. Answer Id: 66966 | Restrict the list view items for specific Roles Answer Id: 66967 | Restrict Use of Specific Items on Transactions for a Role I hope this helps. Thanks, Michelle Jabanes | Ask a…

Hi Colleen, Thank you for voting for the Enhancement Request. I would like to confirm if the Company field in the Customer Record > New Event/Log Event > Related Records is the same field as your Customer: Project column in Weekly Time Tracking record? Thanks, Michelle Jabanes | Ask a Guru

Hi Ray, The Marketing Automation feature in the Setup > Company > Setup Tasks > Enable Features > CRM tab must be turned off before you can use the Lead Source. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as…

Hi Colleen, Yes, you will still receive those emails as normal. Thanks, Michelle Jabanes | Ask a Guru

Hi @ACVP, Are the users typing the exact name in the global search or just using a first few characters of the name? Can you try adding a wildcard (%) then the Chinese characters if this help? If this happened after the update, I would suggest to create a Support Case to further investigate the issue. I hope this helps.…

Hi @jb123, Have you tried creating a Promotion Saved Search and add Customers field in Results tab? I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hi @User_H7U29, Currently the Sticky Notes can only be deleted by the users that created them. This is logged under Enhancement #542057 StickyNotes > Permission to Delete a Note Created by Another User. Please visit SuiteIdeas and vote for this enhancement. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you…

Hi @User_DNGCR, Can you please confirm if you tried using a different browser and if you still experience the same issue? Have you tried to re-create the saved search from scratch? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_DNGCR, I have tested this and I was able to pull up the name in the subject line. Please do the following; Add the Name field in the Results tab and confirm if the desired result is correct. Use a different browser to test if the {name} field will pull up the record when sending an email. Clear cache Let me know…

Hi Colleen, Passwords for users with a Customer Center role do not expire. If you want to send an email to remind the users for a password reset, I am thinking of a Login Audit Trail Saved Search, filter it using the role and date. Please see sample below. In the Results tab, set the following Summary Type. Go to Email tab…

Hello @farrago, 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. Thanks, Michelle Jabanes | Ask a Guru