Thank you, @Brian Stisser for your input. 😊 Hi @Febin Antony, 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…

Hi Nickoletta, 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_HWW8S, 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_HWW8S 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_6UEEB, 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 Sam, 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 @User_E1GW7, 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 @SanjeevV , Thank you for initiating this thread! Please see the solution in SuiteAnswers ID: 62096 Saved Search > Change in Credit Limit and Credit Hold Status of Customer > Email Alert. I hope this helps.

Hi @CRATIV_Jason 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!

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Hi Nickoletta, Here's my sample role and employee record setup and the expected saved search output. Role: Set the Employee Restrictions to own and subordinates only. This means that the users are restricted when selecting any of the employee, sales rep, or supervisor fields. Users are granted access to records belonging…

Hi @kees.netsuiteadmin, From what record are you trying to remove the message? For example, you are trying to access the Invoice record > Communication tab > Messages > Remove. Make sure that you have full access to the actual record, like an invoice, for the Remove link to be available. I hope this helps.

Hi @James Romito Thank you for initiating this thread! Please allow our Gurus who specialize in this area to check on this. Thank you, @Brian Stisser for your input and to other users, you are also welcome to join in and share their insights!

Hi @Febin Antony, You can use the Opportunity and Quota Saved Searches and filter the Sales Rep field to Mine so that when a sales rep views the dashboard, they can only view their own numbers. Opportunity Saved Search: Quota Saved Search: And then you can set both searches in your KPI depending on what range you would…

Hi @thepartworks, I was thinking of creating a workflow to make the Contact Category field mandatory, but this field is not available. I hope that you can find some time to vote for the Enhancement #110221 at SuiteIdeas, which will help increase the number of votes it has.

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Hi @User_6UEEB, If this is a newly assigned role and you are indeed using a Single sign-on, try to completely log out and try to log back in. I hope this helps.

Does running the search with or without the summary types not give you the result that you want? Can you please give us a sample output so we can try to replicate the results?

Hi @Maleeka, I followed your saved search except for the custom fields, and I was not able to replicate the issue. The search still appears in my sublist using my custom Support Center Type role. For troubleshooting steps, I suggest creating a test copy of the search and removing the custom fields. Once saved, check if the…

Thanks for the update, Sam. As per SuiteAnswers ID 8121, if the Override existing user's settings is set to No, when you publish a dashboard, it will only be visible to new users who are assigned the selected role after the dashboard has been published. This means that existing users with the same role will not…

Hi PaulFleetwood, We apologize for any inconvenience caused. The error occurred due to a high volume of emails with similar subject lines being sent out, which led to undelivered emails. To resolve this issue, we recommend adding a unique identifier to the subject line. However, please note that the customization of email…

Hi @User_6UEEB, Please confirm the following: Is this role from the Production account or from a Sandbox account? Were you able to log in to this role before, or was it recently assigned to you? Is SAML Single Sign-on enabled for this accountant role? Thank you.

Hi @User_IJB6M, 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 @Nickoletta Gounaris, I would like to follow up on this thread. Please let us know if you need further assistance and provide the information requested above. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will…

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