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Yes, it is the same id, but I'm not even trying to call a specific id or anything and am getting the error (or getting the error 'ERROR: INVALID EXPRESSION'). Seems to work like this because I've deleted the field a few times: 1. Create Inline HTML field and set default value to: '<a href="">test</a>'. Works great. 2.…
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JMU - Here is a thought for eliminating the yellow email button in view mode: Create a new transaction body field of type "Inline HTML." Set store value to false. In "default value" under the "validation & defaulting" tab, add this: <script type="text/javascript"> document.getElementById('emailbutton').style.display…
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We are exploring two options 1) Allow you to remove the "yellow" button completely 2) Allow you to make the yellow button operate like the gray e-mail button on the messages tab (and the e-mail icon on the new bar). Many customers use and like the "dangerous" e-mail button, so we can't remove/redefine it unilaterally. We…
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You can choose who you want to send it to. There is a drop down of the contacts associated with the customer as well as plain text CC fields. There is as much confirmation as you would have in a regular email client (EG: 'Sent Items' folder) If you look at the messages tab, there is a list at the bottom of the messages…
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Steve, I got the same problem when I inserted try{} into the code. It seems like NS doesn't like the curly bracket character on an "Inline HTML" field. To correct, I removed the script and added some simple html like "<h1>test</h1>". Next I went back and added my script after the html and it worked. Lastly I remove my <h1>…
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In fact would suggest: <script type="text/javascript"> try { document.getElementById('emailbutton').style.display = 'none'; } catch(e) {}</script>
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Regardless of whether you use the messages tab or click the Email button, the Messages tab tracks that the transaction was sent, when, and by whom. We actually left the buttons there deliberately when we added the Messages advanced functionality in v11, so that there was still the old easy one-click method of sending…
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We have the same problem and are likely going to try to tackle it with scripting. I will post an update if that works. Thanks- Yes I looked at scripting as a possible solution, however, here is what I've uncovered in my limited tests: 1. The user submitting an online form comes in under ‘role’ 31 (this is a hidden NetSuite…
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Ideally, the ability to script the online form userevent which would be upstream of the customer/contact user event. That in and of itself would alleviate the issues with overwriting as you would be intercepting the submission, inspecting it for any errors, bogus entries, or overwrite issues, and have the ability to remove…
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I finally got this to work. I saved the source of the form and added to the <head> <base href="https://forms.netsuite.com"> Then I put the resulting file on my website. I use the name data after the ? on my file and everything seems to work. The form is displayed, all the validation seems to work and when I hit submit, the…
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In the context object, getEmail returns the logged in user's email not the company. BTW, this thread is related to a different issue than what you are talking about. this one refers to submitting a support case and the customer ID set is not being applied when it hits the cases (comes in as anonymous). What you are…
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Originally I thought this was a limitation of Netsuite because the help documentation states: "If the email address the message is sent from matches a company in your account, the case record is also saved on that account. If the email address does not match any of your companies or matches more than one of the companies,…
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ernie_n - have you filed an online case? Support will investigate. If this is related to submitting an online HTML case form and it always defaulting to anonymous customer (or whatever you have set for your anonymous customer handling), then this has been broke for a LONG time (with many cases opened...). See above…
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What I am looking to do now is to figure out how to get the Name of the user that is in the session and their email address which in many cases is a contact related to the company, however, I have not yet figured out how to do the Suite Script Search Joins. I'm not sure if 2009 offers a more robust access to the currently…
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<snip> var num = '<%=getCurrentAttribute('customer','entityid')%>' if(num = '<%=getCurrentAttribute('customer','entityid')%>') { document.write('LINKTOCASEFORM') } else { document.write('Please <a href="<NLLOGINURL>">Login to Request a Price Quote</a>') } </script> Based on the snippet above, you are setting the entity id…
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I got a response from support requesting more information. I have sent that info and I also included a link to this thread. I'll keep everyone updated. Any news? Seems NS has fallen off the grid on this one. No changes, no support response, still sending to Anonymous Customer. Can not believe this can go unresolved for…
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This just dawned on me, but I do not have time to check so hoping someone else experiencing the anonymous customer linking of online case forms would be able to test. I noticed that the role of the user logged in does not have permissions to the list > cases in the Role setup (set to 'none'). I am wondering if this may be…
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OK, I've spent HOURS trying everything I can to get the online case form to submit and match an existing customer. I have set the companyname field exatly as it is, I have entered the EXACT email address of the contact for the specific company (who is logged in even), I have set 'Search' on the online form setup, but no…
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This is STILL broken! You CAN NOT assign an online HTML case form to an existing company no matter what. It ALWAYS gets set to whatever default customer you have set in your support preferences. This defect has been in existence for quite some time now. What is the status? -Steve
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Maybe this will address some of our issues. http://www.reuters.com/article/marketsNews/idUSN2434700120080324 Hmmm... at $5000 for YAM (Yet Another Module)? Or built-in? I can bet...
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I am shocked by limited ability of these reports. To make it worse, everyone in my company thinks that every reporting software should be able to do the basic things they want (and to be fair, the DO only want basic things), so when I tell them that NetSuite can't do it, I have to believe they are guessing it must be me,…
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Bump.... anybody? Dead in our tracks as we are not taking the chance until we get some sort of confirmation. NetSuite? Anyone?
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For those that may run into this... The documentation explains 'Replace Existing Object' but doesn't explain what happens to any records where this object is already being used -- particularly does it wipe out the data set in the field for those existing records or not. Though you would "think" it does not, it would…
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I believe you can designate the role you want the form to be the preferred form through Setup > Customization > Entry Forms > Edit the form > Roles tab > Check the role/s you want to use the form. Thus, Customer Centre 1 can use Case Form 1 and Customer Centre 2 can use Case Form 2. Yes, I tried that and it works when…
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That strongly suggests you have the "Include Estimates in Forecast" preference from Set up SFA turned off. Yes, we do currently have it off. I thought I had mentioned that earlier in this thread. Cecelia however responded that she had this option checked and was experiencing the same thing as I so this started the whole…
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Let me ask another question - when you go to "Edit Sales Rep Forecast" do you see an estimates/quotes tab? Evan, I see 'Opportunities', 'Unbilled Orders', 'Actuals' and 'History'.
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I think I may have answered my own questions. We currently have the checkbox 'Use Quotes in Forecast' unchecked. Is this correct for this to be set this way (typically)? Interested in others view of this setting related to forecasts and why a preference one way or the other. Thanks. -Steve
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If you include estimates in forecast and have advanced forecasting turned on the estimates should have a forecast type dropdown, one of the options of which is "omitted". Evan, that is correct, however I only see that on the 'Opportunity' record, not on the 'Quote' record where I would expect to see it. Seems, at least for…
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Steve, I came across this too (the field is not displayed even though it's checked as "show") -- except that we do have 'Use Quotes in Forecast' checked. I think it's not showing up because we're using Advanced Forecasting, since the help page (SFA > Sales Forecasting > Estimates in the Forecast) refers to this field only…
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OK, after tons of thought on this, it's not going to work, at least not without a lot of cluggy workings and then some... One thought, although can't seem to get this to work either: If a "buyer" orders on behalf of a customer, then we have a transaction from the buyer. I thought if someone enters the entity id of the…