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Hi @Owen Ramirez , Thank you for posting again in the community! 😊 Hi, Everyone! Feel free to share your knowledge and best practices.
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Hi @BWM- Shem, Thanks for posting your concern here! 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.
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Hi @esabis , Coming back to the pipeline reports topic, did you manage to check the sales rep allocation detailed in the previous message? it can be the reason why your test opportunity was not showing in the report.
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Hi @Sampath Kumar Rudra , I would like to follow up on this thread. Just checking if you were able to see the previous comment. If that was helpful, kindly click "Yes" on "Did this answer the question?" This will aid the others with the same question to easily find the correct answer.
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Hi @User_DU7YV , I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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.
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Hi @Febin Antony , Please find below several SuiteAnswers articles that might resolve your query: Create an Opportunity Search That Counts Closed Won Opportunities per Customer in a Certain Period Create Opportunity Saved Search to Display Total Number of Closed Won and Closed Lost in One Column Create a Saved Search that…
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Hi @User_ELRS9 , If a user record has both employee center role and full user license role, this will be counted against the full user license. What kind of license the user removed had? After changing the access did you manage to log out and to log back in to your account? Are you able to see an accurate total license…
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Hi @Sampath Kumar Rudra , There might be a few reasons why you receive more than an email alert from a saved search. Please check below SuiteAnswers article related to your issue and let me know if they are applicable to your case: Receiving Multiple Emails from a Saved Search Multiple Emails Sent from NetSuite Saved…
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Hi @esabis , I made some testing on my account and I noticed that the pipeline report did not include opportunities that were not linked to any sales rep. If you check your test opportunity, do you have any employee assigned under Sales tab> Sales Team > Employee? Thank you for checking and best regards,
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Hi @User_DU7YV, For more details below NetSuite Certifications, please check the link below: https://www.netsuite.com/portal/services/training/suite-training/netsuite-certification.shtml I hope it helps. Best regards,
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Seeking your valuable knowledge for our member @User_569R9 . Your input is highly appreciated.
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Seeking your valuable knowledge for our member @CrooksyCC. Your input is highly appreciated.
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Hi Elina, I am sorry about these issues you encounter. You need to provide answers to the case related questions in order to raise the case average and manage to submit it. In the situation you submit a case for a Basic support customer and you don't fill in the details to explain why this is a business down situation or a…
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Hi @User_NG5TG , May I suggest to remove all opportunity statuses as you did using AND {entitystatus} NOT LIKE '%Lost Opportunity%' ? Or you mean to exclude just one of the quotes?
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Seeking your valuable knowledge for our member @K Mukesh . Your input is highly appreciated.
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Hi @Vajrala Madhu Reddy , Thank you for raising this topic on our Community portal. The most extensive and up to date documentation on revenue recognition you can find in our users guides (50287 SuiteAnswers article ID). I attached for you several files related to revenue recognition you might be interested in…
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Thank you for your input, K Mukesh !
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Hi @User_XR5CR , I would like to follow up on this thread. Just checking if you were able to see the previous comment. If that was helpful, kindly click "Yes" on "Did this answer the question?" This will aid the others with the same question to easily find the correct answer.
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Hi @Elina Kourouzidou , I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, 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.
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Hello @User_DU7YV , May I ask what exactly you want to customize in the customer dashboard? What fields you referred to? Meanwhile, maybe the SuiteAnswers linked below would be helpful, please let us know if you manage to change the dashboard by following the details: Customer Dashboard>Customer portlet>Add or Remove…
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Hi @Vasya_2 , If "own and subordinates only" employee restriction does not work for your custom role, it means there are other permissions on the role regarding projects that allow the user to see other projects. This requires testing on the custom role and it's not possible on a forum without disclosing sensitive data,…
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Hi @User_XR5CR , Please find linked below a SuiteAnswers article including best email practices to assure the emails get successfully sent : Email Best Practices Email sent from NetSuite uses one of the following as the From address: - the email address set in the From Email Address field at Home > Set Preferences >…
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Hi @Kedalene , I would like to follow up on this thread. Just checking if you were able to see previous comment.
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Hi @jon.landon.love, Did you manage by any chance to check Patrick's previous message? He is our Analytics guru looking to test your scenario.
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Hi @Elina Kourouzidou , How many users encounter this issue? As Mukesh mentioned, some privileged roles occasionally require 2FA by default. Did your customer try to delete browser cookies/history before logging in? It happens with any browser? One recommendation would be to perform a 2FA authentication reset as shown in…
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Hi @GiCo74 , Thanks for posting your concern here! 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.
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Hi @User_84VR3 , Please let me know if below SuiteAnswers article helps: Vendors Import Best regards,
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Thank you for your insights, @Vajrala Madhu Reddy 👏 Hi @Avinash A, please allow our gurus/members to look into this and update you for any findings. Best regards,
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Hi @Elina Kourouzidou, Please allow our gurus/members to look into this and update you for any findings. Meanwhile, are you able to check the workflow history in your production account? 97998 SuiteAnswers article shows how to create a saved search on workflow changes. Best regards,
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Seeking your valuable knowledge for our member @Bee Yook . Your input is highly appreciated.