Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

@Jamer Chavarrio, no we can't.

Hi Sarah @User_75YL8 , You can utilize Lead Source feature in NetSuite. Lead sources define how new leads come to your company. Lead source is set in the Lead Source field on lead, prospect, customer, and contact records. You can define a list of values like your email campaigns, different platforms, ads, websites and…

Hi @Amjad Kasem How do you know that it did not follow the same email template used in the customer form? Is it because the form continuing to use the email address specified in the Company Information? As per testing, the email received follow the same email template set in the Send Auto-Reply Email field. However, the…

Hello @Benjamin Paul - USA , I tested this and I can't seem to replicate the issue. Can you provide us with the step-by-step on how you uploaded the.txt file to the file cabinet that resulted in to shift jis format? Also, do you have a script running that automatically changes the file format?

Apologies for the confusion. I understand that, using your custom role, you cannot see the Related Records subtab on the Employee record (based on your first screenshot). When making changes, you need to login as the administrator. There are only 2 ways to enable this and this is by using the correct form and permissions.…

If you do not have an administrator role, please ask your NetSuite Administrator to enable this subtab for you.

Hi @Amjad Kasem Have you checked the preferred form used in the record, as previously mentioned? Is the Related Record subtab enabled? To know which form you are using, edit the record and look for the Custom Form field. If this field is hidden, try to customize the form and check if the Related Records subtab is checked.…

Hi @Jamer Chavarrio, The only way we can remove the user's record or email address is to have the Administrator remove or inactive the user on the specific NetSuite account. I hope this answers your question.

Hi @esabis I am glad the solution provided helped. Both are actually permission errors. However, if it is not a script-related issue, then most of the time you will receive a Permission Violation message and it will tell you what type of permission is missing. Kindly click "Yes" on "Did this answer the question?" on the…

Hi @esabis To resolve the error "You do not have Privileges to this page", login using your Administrator role and follow the steps below: Go to Customization > Scripting > Scripts SAS Approval Delegation SU: Click View Click Deployments tab Click SAS Approval Delegation SU Click Edit Roles: Select your custom Employee…

Hi @Jamer Chavarrio The user's email address might have been used in a different NetSuite account before. If the user remembers his/her login, he/she can still use it. In the Employee record > Access subtab, just set the following; Set Password = null Require Password Change On Next Login = False If not, try to use a…

Hi Sarah @User_75YL8 , Please correct me if I'm wrong. Are you trying to know which preference your customers would like to receive emails? If you have a field like this in your customers' records, you can use it in a search.

Hi @GeorgeV, We have disabled other roles' ability to post questions in the NetSuite Videos category. Thank you.

You're welcome, Maurice. Thanks for keeping the thread updated!

Thank you, @User_V5KBL.

Hi @User_GE47I Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @GeorgeV, Thank you and we appreciate that you like the how-to videos that our gurus created. For now, we cannot filter the notifications we received. We are constantly improving our platform and we'll see if this is possible. Thank you for bringing this up. Regards,

What types of transactions do you want the user to view? For example, in Custom Role > Permissions > Transactions > Add Bill Payment, Check, Commission, Expense Report and Journal. I hope this helps.

Hi @User_5WEBX Please let us know if you need further assistance. Thank you.

Hi @Maurice Shallow 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?" on the comment that helped you solve your error. This will help others with the same question easily find the correct answer. You will also…

Hi @KJD Kindly click "Yes" on "Did this answer the question?" on the comment that helped you solve your error. This will help others with the same question easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Amjad Kasem First, you need to make sure that the preferred form for this role has this Related Records tab enabled. Second, to view an any record in NetSuite, you need to provision the permission of the record to that role. Based on your screenshot, to show the Related Records subtab, enable the Financial History…

Hi @Amjad Kasem Please check the employee form used and make sure that the Related Records subtab is enabled. I hope this helps.

Hi @Alejandro Medina Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_5MQG5 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_5WEBX Simply make sure that the recipient's name contains an email handler for the reply to be registered in the Communication tab of a NetSuite entity record. For reference, please see SuiteAnswers Id: 86895.

I am glad that link helped. The error was caused by a custom view which you had selected in the View field. This selection is sticky, meaning it is loaded every time you view the page until you select another view. Most likely the search contains a faulty formula or grouping selector. However, it should not cause issues as…

Hi @KJD As per checking, your Support Type is Basic. You can reach out to your Account Manager to discuss your concern and to update your case. When reporting Unexpected Errors to NetSuite Customer Support, it would be best to provide the Error ticket to help identify the issue faster. Please check this thread on how to…

Hi @Benjamin Paul - USA, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer…

Hi @User_V5KBL If there is no hours specified in the email then you can skip this part. Where you able to adjust the User Registration Link Expiration? Is it now working as expected? Thank you.