Hi @"3967624", Currently, we do have an enhancement request logged related to this concern under Enhancement # 87269 - Customer Inactivity Report. Allow user to customize the Sales Activity by Customer/Sales Rep Summary or Detail reports to show ALL customers, even those with no activities. As an alternate solution, you…

Hi @New_44789, Groups are customizable and can be found under Lists > Relationships > Groups. Please visit SuiteAnswers Working with Groups | Answer Id: 8947 for more information about Groups. Let me know if you have questions. - Michelle Jabanes-Oracle Ask A Guru

Hi @"3967582", Are you referring to the Billing > Bill to Select on the Estimate record? This field will automatically be populated once you select the Customer's name in the Customer field. It will use the default billing address set from the Customer record. For reference, please check SuiteAnswers: Working with…

You're welcome @"Shelli". I'm glad it worked. - Michelle Jabanes-Oracle Ask A Guru

Hi @"Lewalsh11741", You cannot delete files that are referenced by other records in NetSuite. Alternatively, you can inactivate files you no longer use. For finding the related records, there is an existing Enhancement Request tracked under Enhancement # 467362 File Cabinet> Edit File> Notes> System Notes> Ability to see…

Hi @"Shelli", Thank you for checking. Can you please confirm if the users can access Invoices, Sales Orders or any standard records in NetSuite? Also, please make sure to add the necessary permissions and set the minimum required access level to have access in Warranty and Repairs Management. See SuiteAnswers: Setting Up…

Hi @"lisaham", I found SuiteAnswers documentation that will further explain the current behavior of the reports for SuitePromotions. There is an existing Enhancement Request tracked under Enhancement # 446668 SuitePromotions: Create a Sales by SuitePromotions report and Sales Orders by SuitePromotions report. I suggest to…

Hi @"3426318", Try the steps below. 1. NetSuite recommends this image be 200-pixels wide by 100-pixels tall. 2. Use a different browser to check if it will save the logo. 3. Delete browsing history and clear cache & cookies. 4. If the above troubleshooting steps didn't help, try to rename the logo to LogoPNG.jpg (without a…

Hi @"CDuf", Let me know how it goes. Thanks! - Michelle Jabanes-Oracle Ask A Guru

Hi @"3426318", Below are the steps on how to upload a web site logo. * Navigate to Setup > Site Builder > Setup Web Site * Click Edit beside your Web Site * Navigate to Appearance subtab > Logo * Select the image * Click Save * Click the Preview hyperlink Hope this helps. Please let me know if you have questions. -…

Hi @"CDuf", Are you using a Custom HTML template? The steps below should be able to display the logo when you view the external URL. 1. Navigate to Documents > File Cabinet and edit the logo you would like to use 2. Copy the URL of the image logo URL 3. Navigate to List > Web Site > Publish Forms and inside the 'Detailed…

Hi @"Shelli", Can you please check if there is a Global Permission assigned to the Employee Record > Access sibtab > Global Permissions sublist? Let me know if this help. - Michelle Jabanes-Oracle Ask A Guru

Hi @"primerorico", The ability to customize a Gift Certificate Email Template is only possible through the Web Store created orders. There is no option yet within the system that allows you to create an email template for gift certificates on sales orders processed in the UI. The behavior is that when the preference Setup…

Hi @"3965938", You can setup a Case Saved Search that will trigger an email every time a case is created/updated. 1. Navigate to List > Search > Saved Searches > New > choose Case 2. Add Criteria: * Date Created : Today * Origin : *Select the Case Form you're currently using* 3. Email Tab: * Send Email When Records are…

Hi @"caroline69", The Field Mapping section of the Import Assistant is based on the fields available on your form in NetSuite. If you don't want a particular field to show up on the field mapping page, you have to customize your form and hide the field. However, by default, the Roles field is set to show and it is not…

Hi mikesp_40871, Is this different from the Estimate feature in NetSuite? Some businesses provide customers with a quotation or estimate before the order is accepted. Customers typically review the estimate and perhaps ask for changes. In NetSuite, you can create an estimate and print, email, or fax it to your customer.…

Hi @"bobonorov", I found a SuiteAnswers on how to Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages | Answers ID: 30217. Per testing, although the search result will be different from the Activity reports, you need to click on each of the Sales Rep's name to view the activity…

Hi @"4140685", Is it possible for you to post a screenshot of the email received from your Company return email to further check? (Please make sure to hide any confidential information before posting the screenshot.) Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"bobonorov", The Activity Status field is not available in the report's customization. There is an existing enhancement for this and as a workaround, you will have to create an Activity Saved Search. Please see the steps below. 1. Navigate to Lists > Search > Saved Searches > New 2. Click Activity 3. Add in a Search…

Hi @"iecpradeep_14007", You need to add the Amount field and select the Relative to Today's Date or Relative to Report's To Date to populate the Alternate Date Range field. Let me know how it goes. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"classicwine", Upon checking, the bundle is still in the process of updating and some of the customers are already on version 19.2. You will receive a notification once the bundle has been updated on your system. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"4140685", The one from NetSuite Notification <nlmailer@notification.netsuite.com> is configured from System Email Template for Customer. Navigate to Setup > Company > Email Preferences > Templates tab > select your customized email template from the Customer Center Email Template drop down. About the Company return…

Hi @"Kenny Wise", Here's the SuiteAnswers documentation on what @"JCirocco" suggested. Creating Price Update Records | Answer Id: 86568 - Michelle Jabanes-Oracle Ask A Guru

Hi @"classicwine", The SuiteCommerce 19.2 is a Managed bundle which supports automated update by solution providers. Because the solution provider is responsible for the bundle update process, you do not have to take any action to ensure that a managed bundle installed in your production account is always the most…

Hi @Mark_BRIT, The way you want the items to be linked to the resources is not the standard behavior of NetSuite. As you notice, the item records are not directly linked to the Resources record. I am thinking of creating a custom field for items, however the Resource form is not customizable. An existing enhancement…

Hi @Mark_BRIT, To track the resources that will be used in the event, you can create separate resources per item. See example below: Let me know if you have questions. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @New_44789, To adjust the number of pages of search results, please navigate to Home > Set Preferences > General > Number of Rows in List Segments = 1000. When you look at a long list in NetSuite, the list is divided into segments. Enter the maximum number of records you want in each segment. For example, if you have…

Hi @"Sonics" I would like to confirm if the current Online Customer form you're using creates a Contact record that links to the Customer record or does the issue only occur if your Sales Reps are manually creating Estimates or changing the Leads into Prospects? The reason I asked is because, currently, NetSuite's online…

Hi @"saltrix", When printing a Saved Search, we need to set the Perform Search permission into Full Access Level. This same goes when printing it via Advanced PDF Template. Please see related SuiteAnswers. * Custom Role > Permissions to Print Saved Searches | Answer Id: 79655 I also did some research and found an…

Hi @Mark_BRIT, There's no need to create individual resources on the event. You can specify the number of chivari chairs, round tables and etc. when creating a resource. Let me know if you have questions. Thank you. - Michelle Jabanes-Oracle Ask A Guru