Hi @SanjeevV It seems that you are using a workflow. Can you please confirm? Please check the related SuiteAnswers article ID:95619 . I hope this helps.

Thank you, @Carla Bell for keeping this thread updated. Have a good one! 😊

Hi @Chad C Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @User_OIBXA Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @Carla Bell I would like to confirm the following: Have you checked if the employee record was created? Do you have an administrator role? If so, navigate to List > Employees > Employees and see if the record was created. Check if the license seats are not full. Please refer to SuiteAnswers ID: 21314. If the user…

Hi @SanjeevV Thank you for initiating this thread! I would like to know the following: How do you approve quotes? Is it by batches, manually, or through a workflow? How many users are experiencing the same error? I suggest clearing the browser's cache to isolate the issue.

Hi @Andrii Siryi Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @User_ZCWF3 Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @User_M4JOC Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Thank you, @Brian Stisser for your input. 😊 @User_HPB3I, here's my sample search and the output. In this result, I highlighted all leads that have an email associated with them. I hope this helps.

Hi @Kedalene Please watch the video in this SuiteAnswers article 64302 | Logging In Using Two-Factor Authentication (2FA) on where nd how to scan the QR code. I hope this helps.

Hi @Mark Dotson 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…

Hi User_NG5TG, I would like to follow up on this thread. Please provide the answers to the above questions. Thank you.

Hi @Sivasubramaniam 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…

Hi @User_NG5TG 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…

Since the search will show all Tasks with different statuses, creating a workflow to flag the records is not possible and you have to mark it manually. To set proper expectations, please be informed that the scope of our support here in NetSuite Support Community does not include creating and implementing any complete…

Hi @User_NG5TG Upon trying to replicate the report to a search, pulling the "Actual" amount via Saved Search is impossible since, in the reports, there is backend filtering. Are you trying to recreate this because you want it to display on your dashboard? As an alternate solution, you might want to consider using the…

Hi @User_66058, I am glad it helped. Thank you for keeping this thread updated. Happy weekend! 😊

Hi @kees.netsuiteadmin Thank you so much for keeping this thread updated and for sharing your solution. 😊

Hi Mark Dotson Does the role or user have any restrictions? This might be similar to this thread: How do I make the customer record clickable on transaction records? Please check for the restrictions, and the member also provided a solution that may be applicable to you. I hope this helps.

Hi User_NG5TG, Are you referring to the EST. GROSS PROFIT PERCENT (TRANSACTION) field? Were you able to setup the saved search but were not able to add it to your dashboard because of the graph?

Hi @BM136, I would like to know the following: Why do you want to edit the SO? Was it billed or fulfilled? What are the promotion's start and end dates? Do other users experience the same issue? Try to use a different browser or delete the browser's cache to isolate the issue.

Hi @User_C6XDE, The ability to set the sender's email address to default is logged under Enhancement # 308325. For now, the user needs to select their email address from the options. Please vote for this enhancement at SuiteIdeas. I hope this helps.

Hi @User_HPB3I Please use the Highlight condition Internal ID is not none. I hope this helps.

Hi @PeterWhitfield, The Delivery not authorized, message refused failure message means that the sender is not authorized to send to the destination. This can be the result of per-host or per-recipient filtering as per SuiteAnswers ID: 87459 | Using the Sent Email List. NetSuite does not automatically remove the checkbox…

Hi @Sivasubramaniam Is this for SuiteCommerce? If so, have you tried the Personalized Catalog Views (PCV) feature? It enables you to provide different customers with access to different items. You can divide your customers into groups and provide each group with access to a tailored selection of catalog items​. For more…

Hi @Sivasubramaniam Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @Tom Dalton Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Other users are also welcome to join in and share their insights!

Hi @User_5OUXV I believe this is similar to this thread: What Saved Search to show Customers without an open task?. Please be advised that we will be continuing the discussion on that thread, as it covers the same topic.

Hello @User_5OUXV, I'm afraid that is a limitation of the search. The one provided is an alternative solution, and if it is not feasible, you can create a custom field (checkbox) to flag a customer record that does not have an open task, then create a search and use the field as your criteria. I hope this helps