Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

I agree with @Angela Bayliss. Please see SuiteAnswer ID: 20152 Setting Preferences for Sandbox Email if you're testing this in your Sandbox account.

Thank you for keeping this thread updated, @CRATIV_Jason. Please feel free to create a new thread if you have questions. 😊

Hi @Paul Salkeld I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hola @User_B515Y Me gustaría hacer un seguimiento de este hilo. Por favor, infórmenos si necesita más ayuda. Si el comentario anterior le ayudó en su preocupación, por favor haga clic en "Sí" en "¿Respondió esto a la pregunta?". Esto ayudará a otras personas con la misma pregunta a encontrar fácilmente la respuesta…

Hi @KR Mike, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn…

Hi @Vernita, Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

I am referring to a new CSV import. However, for updating the records, you can just use the Internal ID and the lead : Company Name field.

Hi @Paul Salkeld If the published dashboard is in Locked mode, the users cannot make any changes to its content, nor the layout. If the published dashboard is in Add/Move Content mode, the users can add or move portlets. For more information, see SuiteAnswers ID 8157 Dashboard Personalization. I hope this answers your…

Hi @KR Mike, You can enable the Core Administration Permissions feature in the custom role and add the missing permissions manually. For more information, see Core Administration Permissions. I hope this helps.

Internal IDs are created only after creating the record. But if you're creating both records via CSV, you can't link the contact to the lead since the internal ID was not available prior to the import. Apologies if I got you confused on the company name. Your mapping is actually correct; you'll just have to add an external…

Hi @Vernita, I've sent you a direct message. Can you please check? Thank you.

Hola @User_B515Y ¡Buen día! Espero que esté bien. Podrá modificar los Paneles (dashboards) de Proveedores de los Roles con el mismo centro mediante la Publicación de Paneles. Por ejemplo, si ha iniciado sesión con el rol de administrador en un Centro clásico, puede aplicar los cambios a las funciones con el Centro clásico.…

Hi @Vernita When voting on the related enhancement requests, you can include the exact feature you're asking for in the comment. Alternatively, you're welcome to create a new request. I recommend providing thorough details, being concise, and offering an example output for the feature you're seeking. Thank you.

Hola @User_B515Y, Por favor, revise el correo electrónico que le he enviado. Gracias.

Thank you for sharing your solution to the community, @Melody Tran. 😊 When voting on the current enhancement request, include the exact feature you're asking for in the comment. Alternatively, you're welcome to create a new request. I recommend providing thorough details, being concise, and offering an example output for…

Thank for this information, @PaulFleetwood. Please check the email I sent to you.

Thank you for posting this thread, @Laura Giuffre Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Thank you for posting this thread, @Dext3r Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you…

Thank you for posting this thread, @Chandanesh Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @Rumaysa Mirza Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Thank you for posting this thread, @User_54D6F Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @Benjamin Paul - USA Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Thank you for posting this thread, James. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you to…

Thank you for posting this thread, @ONO4 Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you to…

Hi@KR Mike, You can use the customize the System Administrator role. See this SuiteAnswers ID: 30512 Create a Custom Administrator Role That Does Not Have Any Access to Financial Data. I hope this helps.

Thank you, @Angela Bayliss. Hi @Melody Tran, the Enhancement Request #82338 Lists > Relationships > Groups > New > Employee Group > Allow for a Partner Group, similar to what's available for Sales Group or Support Group is related to the feature you're requesting.

Hi @User_Q1DPO Let us know if the information provided in the comments was helpful. We would greatly appreciate if you can click "Yes" on “Did this answer your question?” on the previous comment. Doing so will not only assist other community members with similar concerns in finding the solution more effortlessly but also…

My observation is based on your sample CSV file provided. We can avoid the duplicate if you have an External ID. Please note that it is very important to include an External ID as this will serve as a reference key to ensure that the Contacts belong to the same Company. Using the Customer Saved Search you can add the…

Hi @User_9EZM3, Please check the message I've sent to your inbox. Thank you.

Thank you for posting this thread, @Joseph Amalraj Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…