Hi @User_6H7SH, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area. Here are the available SuiteAnswers articles that might help. Creating Pledges | Answer Id: 82395 Invoicing Pledges | Answer Id: 82405 Pledge and Donation Management | Answer Id: 82394 Anyone else who…

Hi Chris, I checked this internally, and per advised, there is no option in workflow not to send an email if the email has already been sent once. The alternative solution, if it is feasible on your end, is to create a flag that will be used as a condition on the workflow. For example, we can create a custom checkbox field…

Hi @Joshua N You can download and check the pdf file from SuiteAnswers Id: 64232 for Kanban for NetSuite. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hi Pavlina, Autogenerated responses are email campaign responses generated automatically. The integrated marketing tools in NetSuite enable you to create and track all aspects of your email campaigns. NetSuite tracks email campaign responses automatically if the Track Outgoing Email box on the marketing template record is…

Hi @katherine_15328, 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. Thanks, Michelle Jabanes | Ask a Guru

Hi @Jeanine S. Currently, there's no way to do CSV Import and replace the existing customer/company with the one in the CSV file. We have to go to each contact and remove the company from there. I searched for an existing enhancement and found none. I would suggest to submit this as a New Idea as SuiteIdeas. I hope this…

Hi Chris, When you initially create a transaction, this will use the email template you set in the custom form. However, if you navigate to Communication > Messages > Email the template is not automatically dispalyed. I found a SuiteAnswers article on how to Automatically Use a Custom Email Template When Sending…

Hi Pavlina, To know more about the Campaign Responses, please see SuiteAnswers Id: 9413 | Tracking Campaign Responses. Note: NetSuite tracks email campaign responses automatically if you check the Track Outgoing Email box on the marketing template record. When a recipient opens and clicks through the email, NetSuite…

Hi Liz, Once you publish a dashboard, it can only be available on the role that you select in the Apply To Roles tab. Only users with the same role can access the dashboard. As long as you will not publish it to the Sales Admin role then your dashboard won't be shared to the Sales Admin role. In this case, only users with…

Hi @Liz Madrid , Thank you for creating this thread. Yes, this is possible through the Publishing of Dashboard. The Publishing Dashboard looks at the Center Type assigned per role. You can only publish a dashboard to roles that tie to the same center in which you have personalized the dashboard. For example, if your role…

Hi Vernita, 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. Thanks, Michelle Jabanes | Ask a Guru

Thank you for updating us, @Muzzyelk. I am glad that the alternate solution worked. Please do not forget to create a case so that the Support Rep can attach your case to the existing Defect #642891. Thanks, Michelle Jabanes | Ask a Guru

Hi @Muzzyelk, Thank you for creating this thread. Can you please confirm if the Payroll Accountant role has the following permissions and access level? Employees = Edit Employee Record = Edit Perform Search = View If so, an issue has been filed related to this concern and I would suggest to create a Support Case and refer…

Hi Adrian, When you tested it internally, did you send it to the NetSuite Inbound Email Address? (This address is located at Setup > Support > Preferences > Support Preferences (Administrator) > Inbound Email.) Was there an attachment included in the email sent to the NetSuite Inbound Email Address? Is there any script or…

Hi @Tybrneryan, 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. Thanks, Michelle Jabanes | Ask a Guru

Hi @MikeGodbout, 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. Thanks, Michelle Jabanes | Ask a Guru

Hi @Adrian Aldea, I would like to confirm the following: Did this email case capture work before? Identify if an email to the NetSuite Inbound Email Address contains attachments that are over 10MB in size. Is there any script or workflow associated in this process? If cases are not being created as expected, send a test…

Hi Paul, I'd like to follow up on this thread. Please let me know if you have further questions. 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. Thanks, Michelle…

Hi Bridget, You can do this by going to the Cutomer record > Marketing tab > Subscriptions subtab > Send Subscription Email. Please take note that you cannot send opt-in email to recipients who have the Confirmed Opt-Out subscription status. I suggest to vote for the Enhancement Request #198166 Setting Global Subscription…

Thank you for keeping this thread updated. I am glad it worked. ? Thanks, Michelle Jabanes | Ask a Guru

Yes, you are correct. Although, there are some cases that the Queued is delayed and you'll just have to wait for it to update. Thanks, Michelle Jabanes | Ask a Guru

Hi Sarika, 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. Thanks, Michelle Jabanes | Ask a Guru

That's interesting. Do you have a workflow associated to this? Please send me an updated screenshot of the Email Message page. Thanks, Michelle Jabanes | Ask a Guru

Hi Vernita, 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. Thanks, Michelle Jabanes | Ask a Guru

Hi Bridget, There are only 3 ways an entity can opt in to your campaign email and that is through the following: Through opt-in email Opting-in through the Campaign Subscription Center Clicking the Opt-In link in the footer of an email campaign message There is an Enhancement Request logged under #198166 Setting Global…

Hi Ray, Please be advised that I have modified the screenshot provided. In the future, kindly remove any confidential information before attaching it to the comment. The Mail Merge feature might be disabled in your Account. Navigate to Setup > Company > Enable Features > CRM tab when enabling this feature. The Include…

Apologies for the confusion, Paul. I meant, in this case, the campaign emails were sent out, but there was no response code gathered from the recipient's end. That is the reason why the campaign statistics was not updated. Please navigate to Reports > Marketing > Campaign Response > Customize Summary > Click Preview. Can…

Hi Karan, Per checking, this is logged under Enhancement #407730 Custom Center Role > Ability to Restrict Item Sublist on Sales order Based on Customer's Setting/Preferences. As a workaround, you need to create an Item Saved Search and assign it to the Custom Online Order - Invoice form and associate it to a custom center…

Hi Paul, The numbers in Queued status shows all the emails sent out of NetSuite and Sent means NetSuite received a response from the recipient's servers. You can also refer to SuiteAnswers ID : 9413 (Tracking Campaign Responses). I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your…

Hi Daniel, 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. Thanks, Michelle Jabanes | Ask a Guru