Welcome back, @David Levinson! Interesting. You should be able to see the Documents tab given that the custom role has Full permission. Do you see a "View More" icon at the end of the Center tabs? Hover your mouse and check if the Documents tab is available. If the Documents tab is still not present, may I know what Center…

Thank you so much, David! ?

Hi @David Levinson, Good day! 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 need to read through all the…

Hi @Kellyann, I agree with @Chance Fry. You may want to check below SuiteAnswers article for the steps. Add Two Recipients on Send Email Workflow Action | Answer Id: 80230 Thanks, @Michelle Jabanes-Oracle If you find the reply to your question as helpful, others with the same question might find it helpful as well. By…

In the Saved Search > Results tab > Enable Run Unrestricted checkbox. If this won't help to solve the issue, I suggest to submit a Support Case. To further investigate the issue. Thank you. -@Michelle Jabanes-Oracle

Hi Lily, Let me check further. Please remove the attachments. Thank you. -@Michelle Jabanes-Oracle

Hi @corey.hermanson, Can you provide us the results of the public tools provided above? Please make sure to hide sensitive information before posting a screenshot in reply. Thank you. @Michelle Jabanes-Oracle

Hi Lily, Yes, based on SuiteAnswers 8393, there is a 25MB limitation on emails sent from NetSuite and this is per email that includes the size of the attachment plus the actual size of the email. Let me know if you have questions. Thank you. -@Michelle Jabanes-Oracle

Thank you so much for answering @corey.hermanson's question, @PaulFleetwood. We really appreacite your time in participating in the community. ☺️ In addition, we can use a Workflow to set a default email template for different transactions. Please see below SuiteAnswers. Automatic Use a Custom Email Template when Sending…

Hi @Jason Feltham, Based on my testings, the freemarker tag for ${customer.companyName} will not show if the group's members are not actual contact records. Can you please confirm if the search of the group being used are contact records and not other entity records? Regards, @Michelle Jabanes-Oracle

Hi @katherine_15328, Welcome back to NetSuite Support Community! Kindly allow us some time to perform an initial investigation and review on our end. We will get back to you the soonest time possible for any valuable updates or if we need additional information. Hello @Herdi Rana-Oracle, we need your expertise on this. ?…

Hi @corey.hermanson , Welcome to the NetSuite Support Community! Please run a check using public tools online to check if everything is set up correctly. MXToolbox dmarcian SPF Record Check dmarcian Domain Checker We recommend to add our updated SPF record to authorize NetSuite to send email on behalf of your domain to…

Thanks for the feedback. Hope you come back again. ☺️ -@Michelle Jabanes-Oracle

Thank you for checking on this, David. If that is the case, the best option for this user to access the custom report is to create a center link. Let me know if you have questions. -@Michelle Jabanes-Oracle

Yes, this is per email and that includes the size of the attachment plus the actual size of the email. Enabling the Include View Record Link and from the Saved Search > Email tab will let the recipient export the result to PDF or Excel file. For reference, please see SuiteAnswers 8393. -@Michelle Jabanes-Oracle

How big is the attachment? There is a 25MB limitation on emails sent from NetSuite. If the report you are sending over email contains any non-ASCII characters in the results data, the limit can be reduced due to applied encoding. I found two Enhancement requests that is related to this concern. Please see and vote for…

Thank you for confirming the information. I tested this and I got the same exact result from the NetSuite UI vs the scheduled email. This Location Email field, is this a custom field? Is this field available in the bill? Is it possible to get a screenshot of the sample bill and how you set up your saved search? Please make…

Thank you, @Pauline Joy Cac-Oracle. Good day, @David Levinson! When logged in as the Ejecutivos role, do you have access to Reports > Saved Reports? Do you see the Ejecutivos Cuota in the list? Make sure to assign Ejecutivos role in Ejecutivos Cuota report > Audience tab. Let me know if this helps. Regards, @Michelle…

Thank you for the additional information, @Jason Feltham. I am currently running some tests and will let you know of any updates. Regards, @Michelle Jabanes-Oracle

Glad to see you back, Lily! I'd like to ask the following; Is this a Vendor Saved Search? If not, may I know what type of saved search is this? Have you tried other search to check if you get the same behavior? Thanks, Michelle Jabanes-Oracle

As far as my testings go, I haven't been able to come up with a workaround. For the mean time, I suggest to vote for the Enhancement Request #331991. Let's check with the other users if they know some formula or tools that would allow the message to show as text. If anyone knows any trick that might work, please feel free…

Hi @3503429, It seems that this is related to the existing enhancement request under Enhancement # 107766. I do not see an available workaround and I suggest to visit SuiteIdeas to vote for this request. I hope this helps! ? - Michelle Jabanes-Oracle Ask A Guru

Hi everyone, My name is Michelle from Oracle - NetSuite handling Account Admin/CRM.

Thank you for your follow up, @"Vernita". Let me tag my colleague @"Micah Timbol-Oracle". We need your expertise on this. - Michelle Jabanes-Oracle Ask A Guru

Thank you for the additional information, Colleen. There is an existing enhancement filed under Enhancement #331991 regarding the export to excel, csv or pdf issue. For the time being, since sending the search results via email works, I suggest it to keep it as a workaround. Upon testing, this formula below allowed me to…

That's interesting! I would like to get the screenshots of the following to further investigate on this issue. 1. Custom Role with the Employee Restrictions, Permissions > Transactions, Permission > Lists details. 2. Employee Record > Classification details 3. Navigate to one of the Partner records that you're expecting to…

Thank you for verifying the information above. The only thing I can think of that might cause this issue is with the Segment Restrictions. Navigate to the Custom role > Restrictions tab > Enable Allow Viewing. - Michelle Jabanes-Oracle Ask A Guru

Thank you so much for your feedback, @"DanDeHaven" . We really appreciate you taking the time out to share this with us. - Michelle Jabanes-Oracle

Hi @"Kenny Wise", I would like to isolate the issue by confirming the following. 1. Are there any restrictions on the user's role? (example: Employee Restrictions) * Try setting this to none - no default 2. How many users are using the same role? 3. Are there any other users using the same role experiencing the issue? 4.…

Glad to see you back, Colleen! I just want to let you know that I am checking on this. While doing some testings, is it not possible for you to use Formula (Text) 2 with the REGEXP_REPLACE({message},'<[^<>]*>','') when mapping it back to NetSuite? Thanks, Michelle Jabanes-Oracle