Hi daniel.loynes, Once you have voted for the enhancement a case will automatically be created and you will receive updates regarding the request if there's any changes. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"aaron5678", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research on our end. Thank you. Michelle Jabanes-Oracle

Hi @"Chidi Okwudire", Dashboard auto-refresh is currently logged as enhancement request under Enhancement #76300 Dashboard > Allow dashboard content to periodically auto-refresh. You may visit SuiteIdeas to vote for this request. Thank you. Michelle Jabanes-Oracle

Hi @"daniel.loynes", This is filed under the Enhancement #140758 Transactions > Customers > Individual Statements > Email: Allow users to customize the set of recipients and add a personal message. Please visit SuiteIdeas to vote for this request. Let us know if you have questions. Thank you. Michelle Jabanes-Oracle

Hi @"lilywu", Edit your custom role and add Find Transaction Permission and set it to View. I hope this helps. Thank you. Michelle Jabanes-Oracle

Hi @"lilywu", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle

You're welcome, timelms. Michelle Jabanes-Oracle Ask A Guru

Hi @"timelms", For Customer Saved Search, please use Formula (Text) and Formula: {today} - {custentity_date_lsa} Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi timelms, Have you tried using Last Sales Activity Record Search and the Field is Formula (Numeric)? Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi timelms, Have you tried using {custrecord_date_lsa}? This field name is pulling the information from the screenshot below. I hope this helps. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"timelms", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle

Hi New_44789, There's no preference for us to set the naming convention for the pdf file. Have you tried a different browser and clearing cache and cookies to check if you can search the pdf file on global search again? Let me know how it goes. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"NS_YB", I checked this with our scripting team and it is not possible to amend the 'Recipient' field on the email pop up. The values showing on this standard field is by default sourced and strictly filtered based on the entity selected on the transaction. An entity (e.g such as contact) needs to be first linked to…

Hi @"Megan D777", In the current manager's employee record, is there any supervisor set in the field? If none, try adding the name of the 2nd manager and let me know if the saved search will work for you. Thank you. Michelle Jabanes-Oracle

Hi @"New_44789", Please make sure that the role has Documents and Files Permission and the Global Search Auto Suggest is enabled in Home > Set Preferences > Analytics tab: Search. I hope this answers your concern. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"New_44789", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle

Thank you, New_44789 for updating this thread. Michelle Jabanes-Oracle Ask A Guru

Hi @"NS_YB", To confirm, you want to replace the default email address in this field below. Are you going to use only one email address when sending out emails? If so, what record is it stored in NetSuite? Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"Jyothi R", Per SuiteAnswers ID 49168, Customers who purchase sandbox accounts also receive development account. Thank you. Michelle Jabanes-Oracle

Hi @"Jyothi R", The Development Accounts cannot be refreshed with Production data, but you can import all the data that is required for your development work. For more information please review SuiteAnswers Articles below: * ID 49168 NetSuite Development Accounts * ID 49406 Development Accounts FAQs * ID 45042…

Hi New_44789 You can use the CRM field to display the resource name, please check the following steps below. 1. Navigate to Customizations > Lists, Records, & Fields > CRM Fields > New 2. Type = Free-Form Text 3. Store Value = False (not checked) 4. Applies to Project Task 5. Validation & Defaulting: Default Value =…

Hi 4235247 Have you tried changing the Employee Restrictions? * none - no default – There is no restriction on what can be selected. Record access is not determined by this field. A default selection does not appear. * none - default to own – There is no restriction on what can be selected. Record access is not determined…

Hi @"NS_YB", This feature is currently logged under Enhancement # 406882 Copy/CC all other Dunning Recipients on individual Dunning Email sent to each recipient. Per checking, there's no workaround available. to this. I suggest to vote for this request in SuiteIdeas. I hope this answers your concern. Thank you. Michelle…

Hi @"NS_YB", Workflows/Client Scripts are not supported on the Message record so we will not be able to automatically set a field value on the recipient upon selection of a template on the email pop up window. Support for Client Side Scripting/Workflows for the message is scoped under Enhancement #342005. Please vote for…

Hi New_44789, Good day! This is to acknowledge your questions and to inform you that we will further review these. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"New_44789", Good day! This is to acknowledge your questions and to inform you that we will further review these. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle

Hi @"4014549", Good day! This is to acknowledge your questions and to inform you that we will further review these. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you.

Hi DanDeHaven, Yes, any changes in the Preferences is logged in the System Notes. I used System Notes Saved Search to identify the changes I've made in Setup > Company/Accounting/Sales/Support & etc Preferences. Note: The Accounting, Sales, Support, Issue Preferences and etc. are all under Company Preferences record. I…

Hi @"DanDeHaven", Good day! This is to acknowledge your question and to inform you that we will further review this. We will reply to this thread as soon as we are done with our research and testing on our end. Thank you.

I am glad it worked amandacaulder!