Will this work for you: 1) multi-select field "Buyer For" on the customer record, for each buyer you select the customers it is a buyer for 2) select field on sales order "Buying for" source list=entity source from=buyer for. This will be filtered based on the multiselect. Let me know. Thanks, -e OK, I see how that would…

Is there a way to source transaction records that have no direct customer record id connection to be sourced off a different field (in this case matching the customer id on the customer record to the custom field id on transaction records)? if not directly, perhaps through a custom record? Thanks. Still trying.... Never…

Can you make th custom field that links them a custom drop down (i.e. list/record field) of type customer? So on the child customers you would fill out that field with the buyer customer. Then you could put a customer drop down ont he sales order that has source list=entity and source filter by = your custom field and it…

Hello, We have marketing automation turned on, so lead sources = campaigns. Whenever we assign a lead source to a lead, however, it automatically creates a campaign response for that lead. For example, I import a lead list (with say 100 companies) from a tradeshow, and specify that tradeshow as the lead source (from a…

Steve, I opened a case and it was (naturally) classified as an enhancement (number 112282). Please vote for it. I pasted the conversation wtih support below for your reference. You can see I asked a question (back in November) and still haven't received any response, so I am not sure of the status. Jon Yes, I've also had…

Not everyone will be able to do this, but I changed the email address we gave out from support@my-domain.com to something.support@my-domain.com (i.e. a slightly less obvious mail name). We now don't get any spam cases. We still get the old support@ messages, but to an email inbox and therefore easier to delete. In our case…

I see that this paper outlines what steps Skyttek took in Sales Management in NetSuite. However, this does not answer my question of the difference between pipeline and forecast. From a NetSuite press release... Pipeline or Forecast? - NetSuite is the first and only hosted CRM solution to include actual sales in…

I would imagine it would only be access for the overall entity not parsed by job. How would NetSuite know which job the user meant to sign in for? Easy to test if you can but I suspect that's what you'll find. Thanks, Erik They would be different logins. The thinking is you have different contacts for the job than you do…

Are you sure the customer is logged in to the NEW customer center role, also worth hitting ctrl-refresh on the page. Thanks, -e For what it's worth, I've had to log completely out (shut down all browser windows) to wipe out the session cookie and then log back in, then ctrl-refresh, before changes show up. At least for…

Don't give them income accounts. Thanks, -e Thanks for quick reply. Makes perfect sense when you think it through. Is this documented? Cause I did not find it anywhere. Thanks. -Steve

Like you stated. Not all support cases are support requests. For some customers I mean. Also - customer on this thread was talking about outbound - not inbound. Yes, I'm talking about outbound for support cases only. When you update a case, send a message to a case, close a case, and so on. These should allow for an…

I think you can set the from email address for users in set preferences/user profile - if mem. serves me right. You may want to set that to [EMAIL="support@emanio.com"]support@emanio.com[/EMAIL] for each support rep. I seem to recall - but been a while. Has this been updated with a new release? Seems this is not a…

Steve, The case history is available in the form of messages so you'll see the entire message history - message sent by whom to whom. That's great if it provides a single view thread of the entire conversation including internal notes, and so on... The actions are tracked in System Notes (who changed what etc). Yes, the…

Perhaps try creating a dynamic group that searches for customers who want to be reminded and set up a campaign against the group that runs daily, weekly, etc for each type of group.

Steve, did you ever learn how to do this? I'm basically in the same place now. One of my first ideas has been to use a "Discount" item as a workaround of sorts. I haven't decided if I'll be able to get this to work. FYI, I most likely won't be using "Discount" as it will likely cause a headache for Accounting. I solved…

New to this board also. Have opened 4 cases online since 6/15: 1. opened 6/15; status as of 7/3: not started 2. opened 6/30; status as of 7/3: not started 3. opened 6/30; responded on 7/2 with canned answer right out of the help pages that missed my issue entirely; re-opened on 7/3 4. opened 7/3; not holding my breath for…

One search shows the number (sum) of all customers before this year, the other shows all customers (sum) including this year. Lets say the results are10,000 and 11,000. I'd like to show the difference in number from last year (which is actually all years previous to this one) to this year. Yeah, your range is skewed in…

I've got two simple saved customer searches. One gives a total number of customers for this year, the other for last year. I just want to show the variance between the two. It seems that I must select a date range in the KPI scorecard to get any data to show, but I don't want to limit it to a date range. Can someone shed…

Nice...

For what its worth, if not yet tried, if you can duplicate the issue, try observing both your network and console in the debug/developer console to check for any errors. There may be something going on that is browser related. Not to complicate things, but having said that, and presuming the issues with browsers are not on…

I know you said you corrected this by upgrading to Denali... But for what its worth, salesdescription is not by default returned in the items list. You need to edit the backend.configuration.js file and add it to the property "items_fields_standard_keys" and then you should be able to do what you initially attempted.

In your Configurations.js, there defines the two steps (review and confirmation). Prior to that defines the checkout step. You need to move the 'save' function to the Checkout and remove the first step in the review and confirmation (so there is only the confirmation step). Update the other properties such as names and…

Don't recall as it was some time ago. With the domain itself it can take up to 48 hours (although that's very unusual to take that long). Is this Site Builder or Suite Commerce Advanced? If you are Site Builder using descriptive URLs, then also check your WebSite Setup for the site to make sure the "ACTION FOR UNRECOGNIZED…

SCA, OK. Might want to also go to your Setup Website and edit the site record, click on the 'Domains' sub-tab and make sure the info is entered there as well (if not, enter it). To be clear, the Setup > SuiteCommerce Advanced > Domains record should have it set and the Setup > SuiteCommerce Advanced > Set Up Web Site, and…

Never mind... Found it: Setup > Website > Domains, and set up a 'Not Found' link/page. Still wish to know why the redirect did not go to the home page pf the proper site though.

In the "Great Auntie Gertrude" thread, Evan mentions that site customization automation (eg: making the new ecom accessible to companies without programmers) is much much later (as in decades). I would expect a developer(s) (verus a general user of the system) would be needed for this (as with most web store solutions).…

...I detest the fact that certain features which anyone would expect to be a standard offering in their ecom package, are actually offered as a pricey addon. -J With all the emphasis on renaming this "new" platform for ecomm to "SuiteCommerce"... you can be sure all the hype will be followed with a new pricey addon to get…

Thanks Evan, I forgot about the 'print' option, though admittedly not something I would generally think of WRT the view in the UI. I've always felt the view and the edit should essentially mimic each other. In this example, I need to set up a 'print' view on the primary sales order which for internal users would not print…

I remember the gist (when you mentioned the print option), thanks for digging that up. So for forms with '(online)', I presume this applies to the 'Sales Order (external)' as well? Will try it. Thanks.

Have a somewhat similar issue where we have a configurator that "builds" an item for the customer. Because of the number of options, the client would need to have over 900,000 items set up so the idea was to allow the customer to configure their desired product and then when we add it to cart, add it as a custom price…