Hi @"Chidi Okwudire", Apologies if it took me some time to respond to this thread. The suggested browser plug-in may or may not work for auto-refresh. As for the portlets to auto-refresh on each login is part of this Enhancement # 88809 Dashboard > Allow portlets to auto-refresh on each login; currently they cache values…

I’m glad assisting you today, @"4152294". I understand that you would like to exclude html tags on Case Messages when exported. This is connected to an existing Enhancement Request # 171575. The alternate solution is to use of a Formula to exclude these html tags. This is by replacing the Message Column with a Formula…

That is a good catch, @"MRKCNEED"! Thank you for sharing this information and I'm glad that it is now working. Michelle Jabanes-Oracle Ask A Guru

Thanks for the update, @"mightyflea". I hope you have updated the settings for you to get the notifications. Let's check with our Gurus who specializes in this area. Any thoughts about this @"Jan Alfred Forbile-Oracle" and @"Sajishan Sivakanthan-Oracle"? Michelle Jabanes-Oracle Ask A Guru

Hi @"MRKCNEED", Is this confirmation email coming from an order placed on the web store or in NetSuite internally? Thank you. Michelle Jabanes-Oracle Ask A Guru

Thank you for posting this question, @"MRKCNEED". Let me check on this and will reply to this thread shortly. Regards, Michelle Jabanes-Oracle

Thank you for visiting the community and for checking a solution to your existing issue, @"tbstout2". I have updated this thread and I hope it helps. Regards, Michelle Jabanes-Oracle

Hi @"tbstout2", I understand how frustrating this can be on your end. Per checking, your DMARC setup is not active. When emails are sent from your NetSuite account they are not sent from your domain "vikorscientific.com", but use our generic email address "system@sent-via.netsuite.com" instead, which may lead to concerns…

Thank you for sharing your feedback,@"dhardy". The receiving users might have a strict email filter setup based on their security settings. Have you tried suggesting your customers to whitelist *.netsuite.com? Aside from that your sending email domain should have the updated NetSuite SPF: sent-via.netsuite.com as it…

Hi @"CDuf", I added some user notes in my test account to make sure I can replicate your search results.Please see below. Example Case #4. I created two different user notes in between the auto generated notes. In the Case Saved Search > Results tab, I added a new Formula (Text) and used max (decode) to pull up the most…

Glad to help, @"EarnestC"! Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for posting your question, @"EarnestC". The Start and End time of the Event Calendar is a required field, this is why the time is always set to 8AM to 6PM when All Day checkbox = True. If this event will take place all day long, the event appears in the calendar from 8:00 a.m. until 6:00 p.m. If you want to…

I am sorry to hear that, @"arniegun". Our Product Management team periodically reviews these Enhancement Requests so please don't forget to vote. Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for coming back,@"Shelli". You can set up a Workflow to automate email campaigns. Here are the SuiteAnswers I've gathered to help you start the workflow process. * Send Campaign Email Action | Answer Id: 11521 * Lead Nurturing Workflow | Answer Id: 11588 Let us know if you need further assistance in your existing…

Thank you for creating this thread, @"arniegun". Per checking, this is currently logged as an enhancement request under Enhancement # 209309 Allow bundling of email templates. I do not see an alternate solution and I highly suggest to visit SuiteIdeas and vote for the enhancement. I hope this answers your question.…

You're welcome, @"Shelli"! Have a good one! Thanks, Michelle Jabanes-Oracle Ask A Guru

You're welcome, @"Shelli" Changing the default status of a task record is currently logged as an enhancement request. I suggest to visit SuiteIdeas and vote for the Enhancement Request # 78335 Provide ability to create or customize task statuses, and assign one other than "Not Started" as default. As an alternate solution,…

Hi @"Shelli", Thank you for creating this thread. To update the default Priority For Tasks, please navigate to Home > Set Preferences > Acitvities tab > Tasks & Phone Calls. I hope this answers your question. Let us know if you need further assistance. Thanks, Michelle Jabanes-Oracle

Thank you for the screenshots, @"Sharlene". Apologies if I missed the part where you mentioned about you wanted it to be the default email template. I'm afraid that this feature is not available in NetSuite OneWorld account. It is currently logged as an enhancement request under Enhancement # 287919. I checked for an…

Thank you for updating us, @"Sharlene". Yes, it should work. Here's how I tested it with the email preview. Let us know if you have questions. Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for updating this thread, @"4189357". The enhancement still open, but you can always submit a new enhancement request at SuiteIdeas if you want it to be specific for the users that are not currently logged in. Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for tagging me with this thread, @"Pauline Joy Cac-Oracle" Good day @"Sharlene", I hope you're doing well. You may edit your email template and insert ${transaction.subsidiary} in the subject to dynamically display the transaction subsidiary. I hope this answers your question. Let me know if you have questions.…

Hi @"CDuf", hope you're doing good. I have here a formula where we can verify the last user note if the user note type is auto generated. I am thinking of adding this before the first formula text we created before for cross reference. max({usernotes.note}) keep(dense_rank last order by {usernotes.notedate}) I left the…

Good day @"Neo_Suite"! The ability to flag Merge & Send emails as Internal only is currently logged as an enhancement request under Enhancement # 174171. I suggest to vote for this request in SuiteIdeas. I hope this answers your concern. Thanks, Michelle Jabanes-Oracle

Hi @"4189357", Thank you for creating this thread. I believe that feature that you're looking for is related to this existing enhancement request under Enhancement # 88061 Case Rules > User would like a way to Enable/Disable member of an assignment queue for a Support Territory to allow for vacations or sick days. I…

There's no need to apologies, @"CDuf" I am thinking of adding a "does not contain An auto generated note" in the Criteria, however, if you have an open case that has an empty user notes it will appear on the search. ut if there's none, I think this one will do. Let me know how your testing goes. Michelle Jabanes-Oracle

I'm glad that it fixed your saved search, @"CDuf" Apologies if it took me a while. We'd love to see you here again, please feel free to post anytime. Have a good one! Michelle Jabanes-Oracle Ask A Guru

Thank you for trying the suggest steps, @"CDuf". I was able to replicate the issue on both Case and User Note Saved Search and adding When Ordered By Field column to User Notes : Date gave me the accurate value in user notes field. I hope this will work in your end too. Thanks, Michelle Jabanes-Oracle

Thank you for the screenshots and you may now delete it,@"bdamaren" . The View Dashboard icon is only available on Customer, Lead or Prospect records. I highly suggest to submit a feature request at SuiteIdeas. I hope this answers your question. Thanks, Michelle Jabanes-Oracle Ask A Guru

Hi @"bdamaren", Are you trying to publish a saved search on a Partner Center Dashboard? If so, please follow the steps below when logged in as the Administrator. A. Create Center Link 1. Open the Search user want to add on the partner's dashboard. 2. Copy the URL link 3. Navigate to Customization > Centers and Tabs >…