Hi @"RickG_1136", Since this is a Task Form, it is possible for you to replace the Transaction field. Please navigate to Customization > Forms > Fields > Related Records and click New Field to create your own Sublist. Make sure to uncheck the Show checkbox for Transaction field. Let us know if you have questions. Thank…

Hi @"Chris Polanish", You my reopen your case or submit a new one in reference to this new Performance Issue 577840. Thank you. Michelle Jabanes-Oracle Michelle Jabanes-Oracle

Hi Liz, Based on the SuiteAnswers provided, below are the steps on how to insert images from the file cabinet into email templates: 1. Go to Documents > Files > File Cabinet (Administrator) and open the folder containing the required image. 2. Click Edit next to the image you want to use in the email template. 3. Copy the…

Hi Liz (4127524), Please do not forget to upload the image in the File Cabinet before using it in a template. Let me know how it goes. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi Liz (@"4127524") I'm afraid that this is not possible. The reason why the PDF doesn't work on your template is because each image must be saved on the File Cabinet instead of using the PDF as this is not supported as a template basis. As a workaround, try saving your PDF as an Image to be used in the Template. For…

Hi @"Chris Polanish" and @"Grant B", Apologies for the inconvenience. This is still currently being worked on. If you submitted a support case and had it attached to the defect related to this thread: Anyone else having performance issues? , you will receive an update via email once it is fixed by our engineers. Thank you.…

Hi @"4165061", I agree with @"cc81d4f7-e096-4f7c-b48e-fceb42f65f3a", try using none of and select the Sales Team/s. I hope this helps. Thank you. Michelle Jabanes-Oracle @"Michelle Jabanes-Oracle"

Hi @"brain_game", In your example, what is the Expected Closed Date and the exact name of the report you are running? If you're running a forecast report, for Opportunities, the Expected Closed Date is the one being considered for revenue and not the Expected Ship Date of the items within the opportunity, unlike in Sales…

Hi Liz (@"4127524"), Please navigate to Documents > Files > File Cabinet > Select the folder > Clcik Edit beside the file name and you will be able to see the URL of the file. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"4127524", You need to upload the PDF file to the File Cabinet for you to add it in your email template. Please see below steps. I. Upload PDF File in File Cabinet a. Navigate to Documents > Files > File Cabinet b. Choose a folder c. Add file II. Get the system generated URL for the uploaded file a. Edit the uploaded…

Hi @"3677020", Thank you for checking. The "No records to show" message happens only if the To be e-mailed checkbox is not ticked. Please edit the Customer Record > enable the checkbox and save. Then create another transaction. If this won't still let you send an email, I suggest to open a Support case to further…

Hi Alex C, Here it is. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"3677020", When I edit the transaction > changed the email address and enabled the To be emailed checkbox, I was able to generate an email. Please make sure that there are no extra spaces in the field before saving the record. Please let me know how it goes. Michelle Jabanes-Oracle Ask A Guru

Hi @"3677020", It seems that you have a saved search that triggers an email notification. Please edit your saved search and navigate to Email tab > Specific Recipients > make sure that the user's email address is included in the list. If the recipients is based from the Results, what field is it from? If this does not…

Hi @"4189357", I'm afraid that this is not possible. I also checked if a Workflow will do, however, Frequency will only allow us to trigger the search at least every 30 minutes. Thank you. Michelle Jabanes-Oracle

Hi @"Kenny Wise", This may fall under Enhancement Request # 224060 Forecast / Pipeline Report > Convert Probability field (20, 50, 90) as a decimal in a report (.20, .50, .90) for you to get the correct value in yor formula column. I suggest to submit a Case for our Support Rep will be able to update the enhancement. I…

Glad to help!

Hi @"lilywu", You need to enable Mail Merge feature to show the Include Transaction checkbox. Please see steps below. 1. As Administrator, navigate to Setup > Company > Enable Features 2. Click the CRM tab 3. In the Marketing section, check Mail Merge 4. Select I Agree to the License Term Agreement 5. Click Save I hope…

Hi @"Alex C", If you're still under the implementation, you can ask your Payroll Consultant to set QSEHRA contribution. If not, please check the attached file on how to set up payroll items. I hope this helps. Michelle Jabanes-Oracle

Hi @"Kenny Wise", The Probability is already in percentage. Please let me know in which record/page does the Probability not showing in percentage. Thank you. Michelle Jabanes-Oracle

Hi @"Chris.Wognum", Have you tried using the Transaction Saved Search and use Type is Journal as the Criteria? I hope this helps. Michelle Jabanes-Oracle

Hi @"BaileyD", Thank you for confirming on this setup. Let me check this with our Basic Accounting team and we will reply to this thread as soon as we are done with our research and testing on our end. Michelle Jabanes-Oracle Ask A Guru

Hi @"New_44789", To increase reliability of email delivery, we recommend that you setup DKIM for your sending domain. DKIM or DomainKeys Identified Mail (DKIM) is a method of digitally signing your email to allow its authentication. Many ISPs check the domain key used in an email message to determine whether it is spam or…

Thank you for checking on this, @"Hormese Paul" . Let me reach out to our SuiteFlow team and we will reply on this thread as soon as we are done with our research and testing on our end. Michelle Jabanes-Oracle Ask A Guru

Hi @"savethepennies_11496", Per SuiteAnswers Id: 80909, the access.passwordSetupURL Please click here to set your password link would only work for new users with no existing access to NetSuite. I hope this helps. Michelle Jabanes-Oracle

Hi @"Hormese Paul", Please confirm if using the system email without a workflow will pull up the ${website.displayName} field. 1. Navigate to Setup > Site Builder > Set Up Web Site 2. Click Edit beside your web site 3. Navigate to Email tab 4. Click on the Preview icon beside the System Email Template (In this scenario,…

Hi Steve (@"4189357"), For email/queue assignment, have you tried exploring the Assignment Rules & Territories feature in NetSuite? You can set up rules and territories to automatically assign cases to agents or support groups. To know more about this, please visit SuiteAnswers Id 11038. And for your Case Saved Search,…

Thank you for sharing @"paula.courtemanche"!

Hi @"BaileyD", Thank you for checking. Please perform the following and confirm if these helps. 1. Clear cache & cookies 2. Delete browsing history 3. Time Entries > View = Default List 4. Use a different browser 5. Is there a workflow or script associated to your Time Entry record? 6. The Employee Filter is also available…

Hi Steve (@"4189357"), Good day! This is to acknowledge your questions and to inform you that we will further review these. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle