Hello User_EISK3, Please correct me if I'm wrong, but you want to populate the item's amount from both Opportunities and Sales Order in one search. Is that correct? If so, you can use the Opportunity : Item Amount and Amount fields in a Transaction Saved Search. Here are the example transactions: Sample search result.…

Hi @SanjeevV, Please see the answers below. 1.Add the following fields to get the Transaction Type and Document Number. As for the direct URL of the transaction, please see SuiteAnswers ID: 66674. 2.This is only possible if the Read Receipt is enabled. However, exposing this information in a search is logged under…

Hi @CDuf, I hope you are doing well. 😊 I was able to test this in Outlook and receive a response. Can you please confirm if the Capture Email Replies feature is enabled? It is in Setup > Company > Enable features > CRM subtab. For reference, see SuiteAnswers ID: 33773. Thank you.

Hi @Benjamin Paul - USA, It seems that the ex-employee previously received a password reset email and reset it from there. He/She should no longer have access once he/she attempts to login. However, since "Give Access" is enabled, they will still be able to receive an email. Removing the assigned role from the employee…

Hi @User_QVZJ9, In your example you used "pag:customer rel", is the Customer permission added to the new role?

Hi @SanjeevV, I agree with @JasonM. Creating a saved search for the email replies and adding it to the portlet will serve as your queue.

Hi @Benjamin Paul - USA, As per your screenshot, it is employee 10011 Zhao, Fan who did the password reset. The best practice when inactivating a user is to disable the give access and remove their roles to avoid unauthorized access to your account. I hope this helps.

Hi Scott, 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_7D2KD 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…

Hello @User_CS3KK, As per the SuiteAnswers provided, using email template in a search email is logged under Enhancement #158910. You can only include values if search emails containing results from one record (single-record results). I hope you spare some time to vote for the enhancement in SuiteIdeas so we can raise the…

Hello @Intelligere, Your workflow requires implementation of a complex custom solution. To set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does not include creating and implementing any complete custom solutions from scratch. For this, we recommend that you…

Hi @User_7D2KD The SuiteAnswers ID: 30689 contains best practices and instructions on how to set up a newsletter campaign. I hope this helps.

Hi ChuckAcc, 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…

Hello @User_CS3KK, You can use the steps in this SuiteAnswers ID: 72058 on how to send an email showing the list of Invoices that are past due using a search. NetSuite also offers Dunning module that will help you track overdue invoices and persistently sending letters to customers to demand payment. Please see…

Hi Scott, You should see the Global Subscription Status as the parameter.

Hi Scott, Thank you for confirming. Kindly check if there is a Workflow or a Script that is causing the behavior in Customization > Scripting > Scripted Records > click the View link for Employee. The Scripted Record page lists all the scripts and workflows deployed to the record. Hope this helps.

Hello @ChuckAcc Glad to have you with us today. Thank you for creating another thread. Allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To other users, feel free join in the discussion as well. 

Hi @User_929E1, 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…

Hello @Geri Erwin, 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…

Try the following steps below. Clear your browser's cache and perform a mass update again. Confirm if the status is Soft Opt-Out or Confirmed Opt-Out. (Please take a screenshot of the Global Subscription Status of the entity) Let us know how it goes.

Hi @Betsy Vance You can create an event search and just add the Attendees to get the list of recipients.

Hi ChuckAcc, To disable the Search permission, navigate to your custom role and in Permissions > Lists > Set Perform Search to None. I hope this helps.

Hello @Scott Bukolt, Mass Update should help. How did you process the mass update? Take note on these fields when doing the mass update. 1. In the Mass Update > Employee search > Check the Filter. The Global Subscription Status is Soft Opt-Out and enter the specific employee 2. In Mass Update Fields tab > Make sure you…

Try running a Saved Search Search and filter it using the recipient. I hope this helps.

Hi @User_929E1, The Partner Category/Role is different from Contact Role. Please try to clear your cache and browsing history, then open a new browser. I hope this helps.

Hi US Water Systems, Inc. I have already created a case and kindly wait for our Support Rep to further help you with this concern. Thank you.

Hello @Betsy Vance, In the email header, you can track where the email is from. See the example below. X-MailingID: scompid="ACCOUNTID"; search=515; action=scheduled; attachment=none X-NetSuite: c="ACCOUNTID"; s=be105.prod.sv; v=2022.2.15; t=SearchEmailTask; ec=false From here, you can locate the saved search using the…

With Customer groups you can do the following: Create folders in the File Cabinet that only group members can view. If you use the Marketing Automation feature, customer, lead and prospect groups can be selected as target groups for marketing campaigns. You also send email, mail or faxes in bulk to a group using the Mail…

Hi John, We will look into this and get back to you soon.

Apologies, I missed that part. This is an existing enhancement under #68292 Calendar > Enable users to invite non-employee groups to events using the attendees tab. As per checking, there is no workaround on how we can add customer groups to the list. I suggest that you vote for this enhancement so we can raise the number…