Hi @JoshPNW, Thank you for posting this thread. I am tagging my colleagues @Micah Timbol-Oracle and @Emilia Ironov-Oracle who specializes in this area. Your assistance in this matter is greatly appreciated. ? Regards, Michelle Jabanes | Ask a Guru

Thanks, Pau! Hello @RickG_1136, This is currently logged under Enhancement # 87709 Sales Manager role > Please add a Mine or My Team filter to sales reports or sales activity reports. Please vote this enhacement at SuiteIdeas. As for the workaround, you can create a Sales Group and use it as a filter in the report. Please…

Thanks, Jeff! Hi @Shelli, When updating a customer record using CSV Import you need to have a reference key (internal ID, external ID, or customer ID). For reference, please see SuiteAnswers Customer Import Errors | Answer Id: 49611. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your…

Hi Rick, How do you merge duplicate contacts? Are you using Manage Contact Duplicates from Lists > Mass Update > Entity Duplicate Resolution? In this page, you have an option to select the Primary Contact as the Master. For reference, please see SuiteAnswers Manage Record Duplicates Page | Answer Id: 48677. I hope this…

Thanks, Micah! Hi Nick, You can track the leads, prospects, and customers generated by a campaign by using the Lead Source field on the customer record. You can select a lead source manually on a customer record or you can automate the process through online customer forms. When a customer submits your online customer…

Hi Colleen, Inactive Case Territories won't show up in Manage Case Territories page. You need to set it to active first in Setup > Support > Case Territories > List. Let me know if you have questions. ? Regards, Michelle Jabanes | Ask a Guru

You do the same, Colleen. Happy holidays! ?

Thanks, Emilia! Hello Jeroen, Upon checking, this feature is currently logged under Enhancement # 65986. I checked for a possible workaround and I can't seem to find a search that will pull up the system notes for Email Template record. Please cast your vote at SuiteIdeas and make sure to add more details on your request.…

Hi Colleen, I'm afraid that we don't have this option in the NetSuite UI. All emails going to your NetSuite Inbound email address creates a case automatically. What we can do is to create an additional rule in your email exchange server to not forward emails from @hotmail.com to your NetSuite Inbound Email address. Thanks,…

Based on SuiteAnswer ID: 23407, this error occurs when the user DSN was created instead of the System DSN. Make sure that a System Data Source Exists. I hope this helps. Regards, Michelle Jabanes | Ask a Guru

Hi @markival, I found two enhancement requests related to this concern, please see Enhancement # 43422 and 143871. I checked for an available workaround and I found none. What I can suggest is to vote for this enhancements at SuiteIdeas and feel free to add more details about your request. I hope this answers your…

Thank you, Jeroen. Allow us some time to test if this is possible in a workflow. We will get back to you the soonest time possible for any valuable updates or if we need additional information. Thanks, Michelle Jabanes | Ask a Guru

The only way we can check if we sent those emails is through Documents > Mail Merge > Mail Merge History. Logging the email sent in the entity record through Bulk Mail Marge is currently logged under Enhancement #126616. Let me know if you have questions. Thanks, Michelle Jabanes | Ask a Guru

This feature is currently not available in NetSuite. I found an existing enhancement request under Enhancement # 160833, however, this is for Purchases/Vendors or Sales Order records. You can vote for this request and note for Estimates or you can submit a new one at SuiteIdeas. As a workaround, you can create a custom…

Hi Paul, Have you tried sending a Mail Merge? Please see SuiteAnswers article ID: 35878. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Dave, I'm afraid that NetSuite can not validate if a certain email address is good. I found an existing Enhancement Request related to this feature, please see Enhancement # 83571 Would like system to validate customer's email address before order is saved. You may cast your vote at SuiteIdeas and feel free to add…

May I know what are the criteria to determine the correct bill upon case creation? Thanks, Michelle Jabanes | Ask a Guru

Hi Josh, Thank you for posting here in NS Support Community. 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 updates. Thanks, Michelle Jabanes | Ask a Guru

Hi Jessica, Thank you for posting here in NS Support Community. 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 updates. Hello @Shamaine Chan-Oracle, we need your experties on this process. ☺️ Thanks, Michelle Jabanes | Ask a Guru

Hi Mikail, Thank you for posting here in NS Support Community. 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 updates. Thanks, Michelle Jabanes | Ask a Guru

Hi @Sophie Sk, Thank you for posting here in NS Support Community. 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 updates. I also found some SuiteAnswer articles that might help. Year-End Closing | Answer Id: 7666 Period and Yearend Closing Process…

Hello Ferdian, By versioning, do you mean by recording the changes in the estimate/quote? Can you please tell us more the details that you need for this feature? Thanks, Michelle Jabanes | Ask a Guru

Hello @Sophie Sk, Thank you for posting here in NS Support Community. 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 updates. I'm tagging my colleagues @Micah Timbol-Oracle and @Emilia Ironov-Oracle to help you on this inquiry. Regards, Michelle…

Hello @Jeroen Sprangers ZS, You need to create a custom CRM field to show the Bill Payment in the Case > Related Records. To do this, please see the steps below. 1. Navigate to Customization > Lists, Records, & Fields > CRM Fileds > New. 2. Enter the following: Label Name Type = List/Record List/Record = Transaction Store…

Thanks, @User_7BXKM! ?

Thanks Mikko! Hello @User_7BXKM, The scriptable templates can be edited and can use a FreeMarker language. 1. Confirm the email template being used by navigating to Setup > Company > Email Preferences. 2. In the Transaction tab, note the name of the Default Email Template set. 3. Navigate to Documents > Templates > Email…

Hi Colleen, If you're still experiencing the same issue after adding the Email (full) in the Contact Duplicate Detection, can you please confirm if this Contact is linked to a Job record? Thanks, Michelle Jabanes | Ask a Guru

Hello @Thuy Trang, Can you please confirm if you're using an Administrator role in NetSuite when uploading the script? If not, I suggest to use and Administrator role and you may vote for this Enhancement Request #150823 Eclipse Plug-in > Support roles other than administrator for login. I hope this helps. Thanks, Michelle…

Hi Eunice, We're still currently testing this in a workflow. My colleague @Jack Daryl Espiel-Oracle will update this thread once he is done with the testing. Thanks, Michelle Jabanes | Ask a Guru

Per checking, I am afraid that there is no available workaround to let the user view selected subsidiary. Thank you. Michelle Jabanes | Ask a Guru