Thank you for posting here, @"KLino"! Any users out there that have experience with CNAB? Please feel free to comment below. Regards, Michelle Jabanes-Oracle

Good day @"coffeeguy"! I tested this statement below in my test account: <#if transaction.memo?has_content>${transaction.memo}<#else>${transaction.createdfrom.tranid}</#if> Ise this on the third instance and let me know if this helps. Michelle Jabanes-Oracle

Thank you for sharing this video, @"jlasov"! Michelle Jabanes-Oracle

Hi @"ChrisDenison", Are you still having this error? Are there any other users experiencing the same issue? Michelle Jabanes - Oracles

This feature is currently logged under Enhancement # 324253 New Task > Go to Calendar > Requesting the ability to show Task record on calendar portlet based Due Date and not Start Date. I suggest to visit SuiteIdeas and vote for this request. Let me know if you have questions. Michelle Jabanes-Oracle Ask A Guru

Hi@"lilywu", You can customize the view by navigating to Activities > Scheduling > Calendar. In Results tab > Add Due Date field. You also have an option to sort it by Due Date. I hope this helps. Please let me know how it goes. Michelle Jabanes-Oracle

Good day, @"Martin Randall"! Can you please verify the following? * The role you are currently using shares the same center as the roles to which you want to publish the dashboard. * The user/role should have the permission to view the record that you want to publish. For reference, please see SuiteAnswers Publishing a…

Glad to help! Michelle Jabanes-Oracle Ask A Guru

Good day, @"JCirocco"! To set the preferred Lead Form to be used: * Navigate to Setup > Sales > Sales Preference * On the Preferred Lead Form field, choose the custom Lead Form to be used * Click Save To set the preferred Customer Form to be used: * Navigate to Customization > Forms > Entry Forms * Mark the custom Customer…

Hi @"3938467", Have you tried setting up a Team Quota using the steps in this SuiteAnswers article Team Quotas | Answer Id: 9779? After creating the quota, the Forecast vs Quota report will then have a line item showing the team quota and variance. This will also show each team members contribution. Please be advised that…

Hi @"3677020", To identify the Permission Needed for a Role/User, please see SuiteAnswer Id: 19370. As for the LIST function, do you want the Bill of Materials Inquiry be added in the menu list? Thank you. Michelle Jabanes-Oracle

Hi @"Paul Reading", To check which email template you're using, please navigate to Setup > Company > Email Preferences > Transactions tab. Is there any template set in the Default Email Template field? You can find and edit the template in Documents > Templates > Email Templates. I hope this helps. Let us know if you have…

Hi @"PaulFleetwood", When publishing a Dashboard, we need to make sure that the role you are currently using shares the same center as the roles to which you want to publish the dashboard. As for not overriding the current dashboard of the user, set the Override existing user's settings to No. No - indicates that the…

Hi @"Kenny Wise", I agree with @"JCirocco". To further check with the steps on how to identify the Permission Needed for a Role/User, please see SuiteAnswer Id: 19370. Let us know if you have questions. Thank you. Michelle Jabanes-Oracle

Hi @"Jill Foote", If the emails don't show up in the Lists > Mailings > Undelivered Emails list then the emails are sent. The only way we can check if the email was sent or not is through checking the Status in the Sent Email List. Is there any specific domain that the recipient failed to receive the email? If the SPF,…

Hi @"KaneShaw", Yes, NetSuite does and per checking related resources, this is currently a standard behavior as it is needed for SPF compliance for NetSuite to track email bounces. For now, I would suggest to vote for the enhancement request to let our developers know that your company is seeing for this feature. Thank…

Hi @"ddennison", I see - that sounds like the recipient has antispoofing on their end that is causing to block NetSuite emails. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hello, I suggest to submit a Support Case as this will require further investigation and troubleshooting to determine the cause of the issue. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"KaneShaw", The Enhancement # 140472 is still valid. I suggest to vote for this request at SuiteIdeas. Regarding the email deliverability issue, please consider setting up a DMARC policy record for your company’s entire email infrastructure. See SuiteAnswers below. * Email Best Practices | Answer Id: 9429 * DMARC…

Hello, Is there any specific domain that the recipient failed to receive the email? Navigate to Lists > Mailings > Undelivered Emails to verify the email in the list. Run a check using public tools online to check if our SPF record was added. * MXToolbox * dmarcian SPF Record Check * dmarcian Domain Checker We recommend to…

Hi CDuf, Yes, that is correct since the Case is coming from a different tab. We're working on a solution and will update you as soon as we're done with our testing. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi ssilveri777, I am glad that you were able to add the permission you need. We just have to make sure that the custom role used has the right permissions to view the record that you want to pull up in a report. Thank you so much for updating us on this thread. Michelle Jabanes-Oracle Ask A Guru

Hi CDuf, I would like to confirm that you want to view the Contact's messages and support case in the Customer record. Per checking, the Contacts under the Customer Record > Relationships must have a Company assigned to it for the Communication and Case Messages will be associated to the Customer record. Note: Please take…

Hi @"CDuf", Good day! Please allow us to check on this and we will get back to you as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"Mitch P", Good day! Please allow us to check on this and we will get back to you as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle

Hi ssilveri777, Can you please confirm if Accounts permission is added in the Custom Role > Permissions > Lists? Also, are you getting any error or warning message when trying to access the Accounts? If so, what is the exact message you received? Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"ssilveri777", Please check if the SuiteAnalytics Connect permission is added in your role. * Navigate to Setup > User/Roles > Manage Roles > New Role * Custom Role: Click Edit * Navigate to Permissions tab > Setup subtab * Permission: Select SuiteAnalytics Connect - Set Access Level * Click Save For more information…

That's great! @"Katelyn M Pitts" Thank you for updating us on this. Michelle Jabanes-Oracle Ask A Guru

Hi @"Katelyn M Pitts", I received the same warining if both or either one of these permissions is set to Create. Please make sure that both Transaction record and the Custom Transaction Type permission are both set to Edit access level. Please let me know how it goes. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi timelms, For the ability to have an easier way to create recurring tasks, this will fall under Enhancement #30579 Customer would like to have Tasks recur. As for the CRM follow-up list to be in a single list, have you tried using Activity Saved Search? You should be able to see each type of your record and set the…