Thanks, Micah! Hi Lily, The list of views are the transaction search under Lists > Search > Saved Searches. These saved searches are set to Private. Set the search to Public and the user should be able to see this in the drop down menu. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Thank you, Shelli. Navigate to Setup > Sales > Setup Tasks > CRM Lists. In Filter Footer, set the Type to Lead Source. Please note that the Marketing Automation feature must be turned off before you can create/edit a user-defined lead source. You can disable it by navigating to Setup > Company > Setup Tasks > Enable…

Hello @Ancana, I am not really familiar with Adobe Dreamweaver, but isn't this a web design application? Designing the layout of your online form and campaign emails depends on your preference. I would suggest to check SuiteAnswers Id: 14700 for best practices. The SuiteAnswer Id: 9451 | Online Form Templates provides you…

Thank you for creating this thread, Elias. This feature is currently logged under Enhancement # 294129 Saved Search result > Click Email button > Ability to change the Subject of the email. Per checking, there is no workaround in updating the email subject when sending the saved search results manually. I suggest to vote…

Thanks, Shamie! Hi @Shelli, Are you trying to map this from the web service? Also, I would like to confirm if you are trying to get the field ids from the field located at Setup > Sales > Setup Tasks > CRM Lists > Lead Source? Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others…

Thank you for creating this thread, @dle_35705, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Thanks, Michelle Jabanes | Ask a Guru

Hi Abdul, The CRM and SFA are NetSuite features and you will only need to enable these in Setup > Company > Enable Features > CRM. ? Thanks, Michelle Jabanes | Ask a Guru

Hi Asher, If you have questions, please feel free to create another thread. Thanks, Michelle Jabanes | Ask a Guru

Hello Abdul, My colleague is still checking on the H&B bundle and will reply to this thread shortly. And for your 2nd inquiry, NetSuite has integrated sales features that give you power, flexibility, and convenience in managing your sales team. You no longer need to juggle separate applications for commission, forecast…

Thank you for updating this thread, Hayley. As per SuiteAnswers id: 84988, there will be no changes to account behavior after it is updated. We may need to further investigate on this and I would suggest to open a Support Case to determine the cause of the changes made recently to your account. Regards, Michelle…

Thank you for updating this thread and for voting the SuiteIdea. Our Product Management team periodically reviews these enhancement requests and you can monitor and review the enhancement status through the NetSuite Account Center. Thanks, Michelle Jabanes | Ask a Guru

Hi Colleen, I am currently checking on this and get back to you the soonest time possible. Thanks, Michelle Jabanes | Ask a Guru

Hi K, 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 duplicate sales order nnumber, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Thanks Erick! Hi Hayley, I would like to ask few questions. Are you pertaining to the Display Name Fields on the Account record? If not, what record does the user want to amend and what type of center type is he/she using? Are the other users using the same custom role experiencing the issue? Thanks, Michelle Jabanes | Ask…

Thank you for updating this thread, @kariingvaldson. By the way, I removed the unique id that is associated to Alyssa's email as this contains a sensitive information. Please refrain from posting any sensitive information in the future. It seems that the DKIM set up is not in sync that is why it is not reflecting in the…

Thanks Shamie! Hello @User_LYA61, You can track the leads, prospects, and customers generated by a campaign by using the Lead Source field on the customer record. You can select a lead source manually on a customer record or you can automate the process through online customer forms. When a customer submits your online…

Hi @Ian T, The PDF sent is based on the language set in the Subsidiary of the Vendor record. The Vendor Record doesn't have a language setting as Customers do. I would suggest to vote for the existing enhancement and add more details about the feature that you want to be added in NetSuite. I hope this helps. Thanks,…

Thank you for creating this thread, @User_64O3T! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Thanks, Michelle Jabanes | Ask a Guru

Thank you for creating this thread, @User_5EJ2T! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Thanks, Michelle Jabanes | Ask a Guru

Thank you so much for updating this thread, MJ. I am glad that the users can now access SuiteAnswers. Thanks, Michelle Jabanes | Ask a Guru

Hi @Ancana, Thank you for creating this thread. The Team Selling Contribution Column is tied to a permission located at Setup > Users/Roles > Manage Roles > Permissions subtab > Setup sublist > Team Selling Contribution. Removing this permission in the role won't let the users edit the contribution %. I hope this answers…

Thanks Micah! Hi @paula.courtemanche, Can you please confirm that sales reps can only see their own quotas in this report? Allowing a sales rep to view everyone's quota is currently filed under Enhancement # 76649. I don't see an available workaround on this and I suggest to vote for this request at SuiteIdeas. Thanks,…

Hi @User_HPB3I, In addition to what Cali's answer, the Resources subtab on the event record is to reserve a resource for an event. If someone else creates an event for the same time, and attempts to reserve the same resource, the availability shows as busy. When you create a resource record, you are also creating a…

Thank you for the screenshot, David. The feature that you're trying to achieve in this saved search is currently filed under Enhancement # 149307. For now, the only way to show the transactions from the Sales Rep with the specific Sales Role you selected is to select the sales rep's name manually. Please vote for this…

Hi @David Levinson, In your Saved Search please add the following: In Results tab > Add Sales Team Member Sales Team Role and Sales Rep : Location In Available Filters tab > Add Sales Team Role, Sales Team Member and Sales Rep : Location. Make sure to enable the Show in Filter Region checkbox. The fields are now available…

Thank you for checking @kariingvaldson. Per the previous screenshots you provided, 4 out of 5 of your email domains are picking up system@sent-via.netsuite.com instead of Reply-To address, is this correct? Try to delete and re setup the affected email domains on both DNS to make sure both are in sync. Let me know how it…

Please confirm if you get a success or error when verifying the DNS in NetSuite. 1. In Setup > Company > Email > Email Preferences > Domain Keys 2. Select one of your domain 3. Click Verify DNS Entry button If you get an error, go to https://dmarcian.com/dkim-inspector/ to retrieve the DKIM entry in your DNS. The public…

Thanks Emilia! Hello Hakam, Below are the Roles that do not support Mobile Device Access permission: Administrator Full Access Customer Center Partner Center Vendor Center There's no existing enhancement request for the ability to grant Mobile Device Access Permission to Customer Center. You might want to submit this as a…

Yes, it will count towards the total number of refresh if you will click on the refresh button now. If you want to confirm and have detailed information about your Sandbox account, I would suggest to open a Support Case. Thanks, Michelle Jabanes | Ask a Guru

Thanks Emilia! Hi @Vernita, Per the screenshot provided, it seems that this is a new Sandbox account. Did you click on 'Copy Data to Sandbox'? The Copy Data to Sandbox button on Sandbox Accounts page initiate a copy of data from the associated Production account and automatically activate it. This action requires at least…