JenniferTrejo Red Ribbon

@Jervin Nicholas Teopengco-Oracle Sorry for the delay, I was on vacation. Attached is the HTML of the email template. It is a custom version of the system email template with a few changes to the body of the message.

@Amjad Kasem, were you ever able to figure this out? I created a workflow so that I can have our contacts update their preferences due to the inability to set/change the From and Reply email addresses however when I tested this, the link to the Subscription Center is not clickable. Thank you in advance for your response.…

When sending out Mass Update Send Subscription Emails, how do you change the from and reply email addresses? we are doing a complete overhaul and I want to see the email responses we receive back, if a contact simply replies instead of clicking the link.

@Michelle Jabanes-Oracle, I will submit a support case or talk to my dev team about trying to find an alternative solution as I need to get this completed ASAP. Thank you for trying.

Hello @Michelle Jabanes-Oracle, Removing Industry and Stage only made the result list longer but didn't remove customer 10030. The whole point of this search is to remove any customers that have used one of the two promotion codes so that they cannot use both because we have to create two separate promotions. I was going…

Hello @Michelle Jabanes-Oracle, Yes, I tried to separate the promos and it still didn't work.

Hello @Michelle Jabanes-Oracle, For some reason it is ignoring the None of on the Transaction: Promo filter because when I switch it to any of it shows only the one result as it should. Thank you.

Hello @Michelle Jabanes-Oracle, That is what I have/had in my criteria but it is not working.

Hello @Michelle Jabanes-Oracle, I need to filter out any customer that has used Promo A or Promo B so that they can not participate in both promotions. Thank you in advance for your assistance.

Hello @Michelle Jabanes-Oracle, I am fine with creating two but how would I prevent a customer from using both promotions? I tried creating a dynamic customer list with the saved search looking for customers that have not used the promo codes but it doesn't filter the customer out. I blurred the customer's name for…

Hello @Able Wilson and @Niks Blando-Oracle, Yes and it works although it is not the ideal result meaning I didn't want to have to drill down into each transaction (summary to detail) to get the information. I just want what is displayed in the detail section so that we can easily look at item stats. Thank you both!

Hello @Niks Blando-Oracle, Here is what I am looking for: Sales Order #1 Item A - Qty Sold & Amount Item B - Qty Sold & Amount Sales Order #2 Item A - Qty Sold & Amount Item B - Qty Sold & Amount Item C - Does not show in results Sales Order #3 Item A - Does not show in results because it is alone Sales Order #4 Item B -…

@Michelle Jabanes-Oracle Your second solution didn't give me what I was looking for either. I went ahead and submitted a support case to try and get this resolved. I will post the solution once I have one. Thank you very much for your time and trying to help me.

It doesn't seem to recognize the criteria. I am attaching the criteria, results and then the first record listed in the results. I believe it is pulling the record into the results because it has older activities listed.

Yes, I want to see records that do not have an activity logged for this year but when I add that to the criteria it shows me all accounts that have an activity logged not within this year. I hope that makes since. I don't care if they have had past activities logged I just want to see what accounts haven't had an activity…

@3946615 I am in the same situation but it appears your solution link isn't working anymore. Do you happen to have a copy of this support article? Thank you in advance for your help.

@Michelle Jabanes-Oracle Thank you for that. Not sure why that wasn't showing initially. Any suggestions on how to pull quote and invoice amounts into it as well? I can always pull projected amount for the quoting part but the invoice amount for won opps would be super helpful. Thank you.

@3946779 I created a search in NetSuite that broke down how many faxes were sent for any transaction type per year by using the 'messages: type = fax' filter. I attached a screenshot for you.

Hello Chris, I don't think that will achieve what I am looking for and here is why... Technically speaking the Territory Manager is not managed by the Regional Sales Manager they just work together to improve the sales of a geographical area. The Territory Manager could manage states in multiple regions and some states may…

Hello Chris, The Territory manager will be captured on all transactions and entity records and the list of Territory managers will be specific employees just like the Sales Rep field and will remain static like the sales rep field is now but will not be based on the Sales Rep field value. As an example: Company ABC is…

If you read this post and would like to vote on the enhancement, the information is below. Enhancement # - 240633 Summary: Setting an Inventory Item to use Revision Control

did you ever hear from anyone on this? what did you decide to do? We are in a similar boat except we have not enabled the feature yet.

Thank you for your feed back al3xicon

jrjchapman did you contact your account rep and schedule a solutions demo? How did it go? We are in a similar boat and I am trying to see what the impact is going to be to get this feature setup and how it is going to affect our processes which are similar to yours.

roberth, Thank you for the feedback

Roberth, we are currently looking into FloDocs. Did you end up moving forward with them? How do you like their software? I have started the trial with them in our sandbox and it seems to pull fields that are being using but labeling them safe to delete. Example: we have matrix items to which you have to set up TIO…

Here are snap shots for you.

While looking at the report snapshot on your dashboard, hover over the 3 line symbol to get the drop down, when the drop down appears click edit. Under Actions at the top of the pop up window, click delete.

ERPExperts, hello, thank you. I am aware of the new searching and reporting functionality NetSuite is working on now. I've had several feedback sessions with them on the new design and functionality.

Jagdish Mirani, I see the the pivot report feature is still in beta even though it was released in 2011. Are there any updates as to when this will not be in beta anymore? Is NetSuite still working on this feature or has it been pushed to the side so to speak?