Hi Karan, I found some SuiteAnswers you can use as a reference to send an email reminder. Answer Id: 64676 | Autoreminder for Unpaid Invoices Answer Id: 73058 | Determine Invoices That Are Overdue by 90 Days Through Workflow Answer Id: 40340 | Dunning Answer Id: 40342 | Dunning Overview Also, I'm tagging my colleagues…

Hi Anne, Please contact our Customer Service Support to update the email address. 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 question”, you’ll be able to aid the community…

Hi @User_O4547, Please see below steps on how assign a Sales Rep to your web lead. Navigate to Setup > Sales > Sales Rules > New Scroll down and select Web Lead Give the Rule a name Set Criteria to "equal to" and check Web Lead Select Save Navigate to Setup > Sales > Sales Territories > New Give the Territory a name…

Hello @User_MU3UD, Welcome to NetSuite Support Community! Please see SuiteAnswers Item Restrictions by Subsidiary or Location | Answer Id: 73538. I am also tagging my colleagues @Ivy Lopez-Oracle and @Joy Noreen Magoling-Oracle who have the expertise on this matter. Thanks, Michelle Jabanes | Ask a Guru

Thank you for checking, Tom. I would like to know the following. How did the recipient respond to the case email? Who is the assigned Support Rep in the case? Didn't the Support Rep's email address match on the email address in question? Thanks, Michelle Jabanes | Ask a Guru

You're welcome, Chris. 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 Jabanes | Ask a Guru

Hi @farrago, Can you please confirm if the Receive Customer Replies in Case List Only preference is enabled? To check, please navigate to Setup > Support > Support Preferences > General tab > Preferences. If this preference is disable, the customer's response will be sent directly to the assigned support rep, allowing them…

Hi Chris, Per checking, the feature you are requesting is not available within the NetSuite line of application services. Below are the related enhancement requests that you can vote at SuiteIdeas. 194488 Global Search: Ability to search cases by keywords from the Messages sublist 412805 Ability to search case records…

Hi Colleen, This is filed under Enhancement # 84271 Cases > Message please make this field into a Rich Text Editor field. Per checking, I do not see any workaround. Please vote and add details to this request. To other users that would like to have this feature available, please visit SuiteIdeas and vote for the…

Hi @nag_m, Thank you 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 how this, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi @HoJo, Per checking, there is an issue filed under Issue #: 314126 Reports > Saved Reports > Customize button is missing. Please create a Support Case and refer to this issue # and you will be notified once it is updated. As a workaround, navigate to Reports > Saved Reports > All Saved Reports > Set Filters : Owner: -…

I checked this internally and confirmed that this is not possible through a workflow or script. Please vote for the Enhancement # 318224 and make sure to add details regarding the request. Thanks, Michelle Jabanes | Ask a Guru

Hi @VirtusX, I would like to check if you have further questions. Please do not forget to click “Yes” on the “Did this answer your question”, if you find the reply to your question as helpful. Thanks, Michelle Jabanes | Ask a Guru

Hi @Tracy Preston, I would like to follow up if you need further assistance regarding Calendar Access for Non-Employee roles. Please do not forget to click “Yes” on the “Did this answer your question”, if you find the reply to your question as helpful. Thanks, Michelle Jabanes | Ask a Guru

Hi @paula.courtemanche, This is a standard behavior if you navigate to Documents > Drag and Drop Files > File Cabinet. The Move button is only available at Documents > Files > File Cabinet. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Thank you for providing us the details. I consulted this internally, and was advised that you need to use a script for this process. Kindly reach out to a developer or solution providers to further discuss this concern. Thanks, Michelle Jabanes | Ask a Guru

Hi @VirtusX, The Message in the Sales Activity Detail is from the sales transaction. If you want to pull up the message from a vendor record, you need to create a Vendor Saved Saved and add Message Fields... > Message in Results tab. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your…

Hi @Tracy Preston, This is logged under the Enhancement #71977 Allow Employees to share Calendar with Advanced Partner Center users. Please see below steps for the workaround. A. Create a custom saved search of the calendar activities that you want to share to APC role. B. Create a Web Site tab: Navigate to Commerce > Site…

Hi Chris, I haven't received a response from the questions above. If you input a Customer name that do not exist in your NetSuite account it will create a new customer record. Try creating a new case that matches to your Test Customer account and it will automatically link to the right customer record. As for the From…

Hi @nag_m, I found some Suiteanswers that might help you in this concern. Answer Id: 36319 | Print Checks > Update Check Number Sequence of Bank Account Answer Id: 84374 | Correct the Check Number Series on Bill Payment or Check Also, I am tagging my colleagues @Dominica Sevilla-Oracle and @Shamaine Chan-Oracle for their…

Hi @Sarah Iacoboni, Per checking, the Email Template Usage Report/Search is logged under Enhancement #183320 Lists > Saved Searches > Not able to create a saved search for email templates. I also found another enhancement that you might want to vote to know when was the last time your company used the template, see…

Hello @katherine_15328, Please let me know if you need further assistance. 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 Jabanes | Ask a Guru

Hi @Sarah Iacoboni, You may use the Email Template Search and add the following fields under Results tab to check if the templates are innactive or not. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hello Chris, Please be advised that I have modified the screenshot provided. In the future, kindly remove any confidential information before attaching it to the comment. In your sample email header, the From and Reply-To email addresses are the same. Are you referring to the <info@formbuilder.hulkapps.com>? Also, I would…

Hi @Pierre_Plourde, You may refer to SuiteAnswer Id: 76884 | Computing for the used Advanced Partner Center License to know how Advanced Partner Center License is being counted. 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…

Hi @Rob Symmons, I found an enhancement related to marking hidden fields as mandatory. See Enhancement #46304 Allow Online Forms to have hidden fields with defined values. Currently the only way to do this are to pass in the value as a parameter in the URL -OR- to use custom code. We suggest to look for a dev that would…

Hi Sjo, 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. Regards, Michelle Jabanes | Ask a Guru

Hi @User_SZ0C3 , Thank you for updating this thread. I am glad that you're now able to receive the Customer Status after adding the permission. Regards, Michelle Jabanes | Ask a Guru

Hi @Neo_Suite, The roles that have Center Type: Vendor Center, Customer Center and Partner Center will not count against Full Access licence. The Full Access User License is the role assigned to Employee records that's not an Employee Center role. The Partner Center role lets your partners view the Sales by Partner and…

Hi Katherine, I would like to confirm if the above solution worked or if you need further assistance. 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 question”, you’ll be able…