Hi @"BaileyD", Did you recently add Employee Restrictions in the user's role? Based on your screenshot, it seems that it is currently set to own, subordinate, and unassigned. Navigate in Setup > Users/Roles > Manage Roles > Edit the role in question and set the Employee Restrictions to none-no default or none - default to…

Hi @"4188728", Good day! This is to acknowledge your questions and to inform you that we will further review these. I would also like to know the following. * Are there multiple quote transactions in a project? * Would you like to get the most recent transaction or the total amount of all the quotes linked to a project? We…

You're welcome, @"John Griffin". Glad to help.

Hi @Neo_Suite, To import Project Tasks with multiple resources, we need to set up the resources and the associated fields as separate columns instead of rows. Your CSV File should have the following columns when you add new Project Tasks: * Job Name * Task Name * Resource 1 * Estimated Work 1 * Unit Cost 1 * Service Item 1…

Hi @"paula.courtemanche", Have you tried exploring the Win/Loss Reason field? Using this field will let you select a reason why your Sales Rep won or lost the deal. You can create new win/loss reasons at Setup > Sales > CRM Lists > New. Example: For reference, please visit SuiteAnswers: Win Loss Reason | Id: 11022. I hope…

Hi @"Susan Jordison", Have you tried using the Letter Templates? You need to create a Letter Template, perform a bulk merge and from there you can print the letter. Please see the step-by-step process on how to create the template and what methods to use from SuiteAnswers: Using Letter Templates | Id: 8914. To print the…

Hi @"PaulFleetwood", You're welcome. Glad to help. - Michelle Jabanes-Oracle

Hi @"PaulFleetwood", Under Results subtab: Field: Incident Date * Summary Type: Group * Function: Day This is going to return you the count of the Cases grouped by the Date only. For reference, please visit SuiteAnswer #49983 Saved Search > Remove Time Stamp from the Date Created Column. I hope this helps. - Michelle…

Hi @"CDuf", I suggest to do the following: * Clear cache & cookies, delete browsing histroy and rerun the custom report * Delete and redo the Cases by Customer Detail report Please let me know how it goes. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"CDuf", Can you please confirm if you can set Cases by Customer Detail report to have it's own Drill Down Report? Also, how did you create these two custom reports? Thank you. - Michelle Jabanes-Oracle

Hi @"Mark_BRIT", The Start Time and End Time fields are not exposed on the reports. There is an existing Enhancement Request logged related to this under #115405 Searches > Calendars/Tasks/Events/PhoneCalls: Add Timed, Reserved Time, Start Time, and End Time fields to Criteria and Results tabs of searches on…

Hi @"CDuf" 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

Hi @"kmd_14170", It appears that the problem your described is not something that can be controlled by NetSuite since the system's ability to capture and save emails as cases does not identify emails that are spam. However, you can setup a Filter on your Exchange Server to check messages coming from a bogus/spam email…

Hi @"PaulFleetwood", The date completed on saved search is populated when the Status of the event is set to 'Completed'. But it clears out again, if you change it to any other status again. On displaying the field on Events, this is not yet available, but has already been filed as an Enhancement # 161574 Activities >…

Hi @"3968939" I suggest to create a Support Case to log the defect and use this Defect # 424630 Home > Set Preferences > Custom Preferences > NetSuite Electronic Payments section > File Gen Saved Search and DD File Gen Saved Search fields: all public Saved Searches visible for Customer Center as a reference. I checked for…

Hi @"3967582", Due to the limitation of the Customer Center type, the Administrators won't be able to publish links to saved searches and dashboard. This is logged under the following enhancement requests. * 143904 Customer Center > Ability to display Graphs and Links to Saved Searches * 75108 Save Dashboards: User would…

Hi @New_44789, Per checking, this is related to Enhancement # 232940: Reports > Available Filters > Only Shows First 10,000 values. It is reported that the standard behavior for Name field includes all the entities present. (Project, Customer, Vendor, Employees) Apparently, there is a limit for this Filter. As an alternate…

Hi 3968939, What type of custom fields are these? For each custom field, you can disable the field through Display Type or through workflow. Please see SuiteAnswers below. * Setting Display Options for Custom Fields | Id: 10097 * Workflow button to enable/disable field | Id: 35052 Thank you. - Michelle Jabanes-Oracle Ask A…

Hi @"3968939", The Customer role's User Preference is very limited. Removing this feature is currently not possible and has been logged as an enhancement. Please visit SuiteIdeas and vote for the existing Enhancement Request under 165613 Remove "Set Preferences" link from the Settings portlet in the Customer Center. I hope…

Hi @New_44789, You need to add selections in the filter to limit the options in the dropdown menu. 1. Customize the report and navigate to Filters 2. Click the pencil icon to edit 3. Click the chevron icon 4. Add the Supervisor's name in the list 5. Click Preview or Save I hope this helps. Let us know if you have…

Hi @"3967582", You need to add an available filter in your Customer Saved Search. 1. Navigate to Available Filters tab > Add Address fields.. > Select Address 1 2. Enable Show in Filter Region 3. You may rename the label for this field 4. Click Add 5. Click Save & Run 6. Refresh your Dashboard and you should be able to see…

Hi @"4127524", I'm afraid that it is not possible to merge both item records. There's a separate enhancement logged for this under Enhancement # 17496 Items - Merge inventory items and have inventory adjust automatically. - Michelle Jabanes-Oracle

Hi @"4127524", There is no way to convert Inventory Items to Non-Inventory Items even if there are no existing transactions for the newly created item. We could only delete/inactivate the current item, then create a new one. This is currently logged as an Enhancement Request under Enhancement # 88100 : 88100 Items >…

Hi @"RickG_1136", Do you have an existing integration with these systems or are you planning to get one? I have here some Help Guides that might help you in the future. * Making Calls From NetSuite | Answer Id: 8867 * Using Telephony Integration | Answer Id: 8890 * Setting Up CTI Telephony Integration | Answer Id: 8876 *…

Hi @"John Griffin", In your Transaction Saved Search, set Type to Sales Order Navigate to Results tab and add Memo field Click Save & Run and you should be able to get the line item description from the sales order. Hope this helps. Let us know if you have questions. - Michelle Jabanes-Oracle

Hi @"3cea9bf2-a842-46d5-b82e-80331c770490", I agree with @"JCirocco", the Preview feature is only available on Customer and Partner record. If you want to test the newly created custom role, you need to assign it to your Employee record. Thanks, - Michelle Jabanes-Oracle

Hi @"RickG_1136", It seems that this is not possible since the detail report already contains all details that can be pulled up from the summary report. For a workaround, you can create a custom report from the summary report and add the necessary columns. I don't see an existing enhancement request. You may want to submit…

Hi @"srussell", Aside from the trainings available in SuiteAnswers > Additional Resources, we have the following Help Guide for detailed information about Saved Searches. Please see below. * Search | Answer Id: 8496 * Search Overview | Answer Id: 8411 * Running Searches | Answer Id: 8434 * Saved Searches | Answer Id: 8493…

Hi @"MarceloSands", Please check @"JCirocco"'s reply on this thread: Where to find the NetSuite University which offers free e-learning modules? It might be what you're looking for. - Michelle Jabanes - Oracle Ask A Guru

Glad to be of help @"timelms" - Michelle Jabanes-Oracle Ask A Guru