Thank you for the update, Brad. Please confirm the following: Is the Classification field a Custom Record? Is the Custom Record checkbox enabled in Setup > Company > Enable Features > SuiteCloud > SuiteBuilder? Regards, Michelle Jabanes | Ask a Guru

Thank you for submitting the New Idea, Pete. Regards, Michelle Jabanes | Ask a Guru

Hi Paula, Importing Quota through CSV Import is not yet available in NetSuite. I checked for workaround and I am afraid there's none. Found an existing enhancement logged under 122395 Import > Ability to import quota using CSV import. For the meantime, you may vote for this request at SuiteIdeas. Hope this helps! Thanks,…

Hello @lilywu, I actually agree with @Pierre_Plourde. You will most likely experience this if the sending domain has no registered DKIM. Please see SuiteAnswer Id: 84593 and 84594 in addition to what Pierre provided. Hope this helps! Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful,…

Thank you for the update, Paula. I am glad that it is now working on your end. ? 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…

Thank you for the update, Paula. Try adding Probability field in Updated Fields. You should be able to receive email notification after changing the Probability to 90%. 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…

Hi Sandy, The saved search will not return all the user notes added by all the employees. Only the users who created user notes can populate the search. I have confirmed that this is the intended behavior and I do not see any possible workaround. However, an existing enhancement request is logged under Enhancement #…

Hi Paul, Thank you for sending me the screenshots. Please edit the post and blur/remove the link in shown in the address bar. I checked on this and found out that it is the intended behavior. Technically, you switch role to NetSuite Support Center role when you click the Go to SuiteIdeas button. To log back in after the…

Hi Paul, Are you getting any error when you can't access SuiteIdeas? Regards, Michelle Jabanes | Ask a Guru

Hi Ellen and Pete, This feature is currently not available in NetSuite. I checked for possible workaround and found none. I would suggest to submit a New Idea at SuiteIdeas and add more details on what you want to accomplish. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question…

Thank you for checking, Paula. Please uncheck the Send on Update checkbox fom Recipients from Results tab. Enabling this can trigger duplicate email since the Send Email Alerts when Records are Created/Updated checkbox is also checked. Let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to…

Thanks Mikko! Good day, Paula! Can you please confirm if the names specified in the Project Manager (Custom Body) and Sales Rep fields on the Opportunity record are different from the one you entered in the Specific Recipients tab? Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful,…

Thanks Emilia! Hello Brad, Please follow the steps below. 1. Clear cache and cookies and delete browsing history. 2. Use a different browser to check if you're experiencing the same issue. 3. Recreate the custom Task View. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Hi @Pousset Mathieu , May I please have the bundle name and ID. You can check the installed bundles at Customization > SuiteBundler > Search & Install Bundles > List. Thanks, Michelle Jabanes | Ask a Guru

Hi Courtney, Thank you for creating this thread. I am tagging my colleague @Amir Alinaghian-Oracle who specializes in this area. Regards, Michelle Jabanes | Ask a Guru

Hi Horacio, There's no option in NetSuite UI to remove this button. I suggest to vote for this enhancement request at SuiteIdeas. 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…

Hello @User_61NL4, Thank you for creating this thread. Removing the Customize View button is currently logged under Enhancement # 160618. For the workaround, if the Product Cost field is a custom field, you can limit its access level for search and reporting, but please keep in mind that changing this would apply accross…

Hi Josh, I would like to get the following details for me to check if this is possible. Did you used a custom field to display the fields on your search? Are you using a Transaction Saved Search? Can you please provide me some fields and from what record it is from? Thanks, Michelle Jabanes | Ask a Guru

Hello @4266435, Thank you for posting a new inquiry in NS Support Community. May we please have your name to address you properly? To embed a video or a file, you need create a link to the document contained in the File Cabinet. We do not recommend to embed the video directly into the template. The procedure below refers…

Hi @StormD, To add an employee to the Sales Rep list, navigate to Lists > Employees > Employees Edit the Employee record, navigate to Human Resources tab Mark the Sales Rep checkbox Click Save I hope this helps. ? Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Hello @KNason76Kevin, 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 for any findings. Any members who has an insight on how to remove the Web Store tab, please feel free to reply to this thread. Regards, Michelle…

Thank you for keeping us updated, Colleen. ? Regards, Michelle Jabanes | Ask a Guru

Thanks, Micah! Hi Colleen, Did you recently add Chelsea as Andrew's supervisor? Please ask Andrew to create a new task and this should show up all of his tasks when filtering the Assigned To field as - My Team -. Let me know how it goes. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Thanks, Micah! Hi @paula.courtemanche, Can you please confirm if this is a Purchase Order Saved Search? Please edit the saved search and navigate to Results tab and enable Run Unrestricted. As for the Documents/File Cabinet, navigate to the Custom Employee Center Role > List > set Documents and Files permission to None. I…

Hi Rick, Per testing, it seems that this feature is not available in NetSuite. I found a related Enhancement Request under #167892, but if you want to be more specific about the feature I would suggest to submit a new one at SuiteIdeas. Thanks, Michelle Jabanes | Ask a Guru

Hi Maurice, Thank you for updating this thread. ? Regards, Michelle Jabanes | Ask a Guru

Hi Dave, Good day and Happy Holidays.! Thank you for posting this thread. Allow us to check on our Gurus who specializes in this area. I am tagging my colleague @Shamaine Chan-Oracle to further assist you in this matter. Regards, Michelle Jabanes | Ask a Guru

Hi Ray, Good day! This feature is currently logged under Enhancement # 178379 List > Search > Saved Searches > To be able to create a custom schedule for saved searches. I checked with our Customization team and confirmed that this is not possible via workflow as this will not run through saved search records. The purpose…

Have you tried exploring this Customize View button? You will be directed to a page that is similar to a saved search. Regards, 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 @Nic Mitcham, Thank you for posting this thread. Allow us to check on our Gurus who specializes in this area. I am tagging my colleagues @Mikko De La Fuente-Oracle and @Erick Dela Rosa-Oracle, your assistance in this matter is greatly appreciated. ? Regards, Michelle Jabanes | Ask a Guru