Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

You're welcome, @Gabriel Jarillo Soto. Kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @Strategit_Shunta4, If you use Opportunity Saved Search to populate these fields, below are the following field names. I hope this helps.

To get the April's data, you can use within month before last. I hope this helps. Thank you.

I would like to confirm the following: Please send a screenshot of the user's entire dashboard. What other portlets have been added to the dashboard? What center type is she/he using? Thank you.

Is the user trying to add the search from a custom center tab? If so, as an administrator, you need to manually add the custom search from the custom center tab. I hope this helps.

Hi @User_UFOSV You are limited to six Custom Search portlets on the home page dashboard, but if you want to display results of additional searches on your dashboard, you have some other options to make this happen. For information, see Displaying Multiple Saved Searches on Your Home Page. I hope this helps.

Hi @CK43213 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @Nathan Grizzoffi If the team selling is disabled, your primary sales rep is assigned. The Sales tab will no longer be available and the Sales Rep field can be found in the main customer form. Example: I hope this helps. Thank you.

Super b! @Tiru Chembeti ?

Hi @Karanjot Singh Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @User_65SEF If you are only assigning one sales rep per customer I don't think you need to enable the Team Selling feature. The Team Selling feature lets you associate sales transactions and customers with sales teams comprised of various employees. Thank you.

Hi @User_65SEF Navigate to the Customer record > Sales tab> Sales Team subtab to change the sales rep contribution. It seems that this is related to Lead Management. Please continue to work on the existing thread. Thank you.

Hello @User_65SEF, I believe this is a duplicate of Lead Management. Let us continue to work on the existing thread. Thank you.

It seems that team selling feature is enabled. You can put 100% if there is only one Sales Rep assigned to this customer. Edit the customer record to update the contribution. See example below. Sales teams in NetSuite are groups of employees. Each employee in a sales team has a designated contribution percentage. A…

Hi @User_65SEF, You can use the Mass Update to change the Sales Rep. Navigate to Lists > Mass Update > Mass Updates Click on Sales Force Automation Click Change Sales Rep Assignment Title of Action: Enter Title Select from Change Sales Rep To drop-down field the Sales Rep/Team Filter: Select a filter to determine which…

Hi @Gabriel Jarillo Soto, In the Criteria, you may use the following formula. And in the Results tab, I used CASE WHEN You can update the transaction type based on the criteria needed. Thank you.

Hi @Gabriel Jarillo Soto You may use this formula below. Adjust the number of days if you want to see the result for a month. CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today}-365,'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today}-365,'Year') THEN 1 ELSE 0 END Thank you.

Hi @User_XQ321 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

You're welcome, @User_HHBWS.

Hi @srussell, I'm afraid that the ability to mass remove the child records of a customer is filed under enhancement #81999. Please vote for this enhancement at SuiteIdeas. I hope this answers your question.

Hi @User_HHBWS, Per checking, this feature is currently filed under enhancement requests. See the related enhancements below. 22183 - Give Vendor Center access to print their picking tickets, packing slips and invoices and fulfill orders. 455708 Vendor Center - Ability of the Vendors to Upload their Invoices Please visit…

Hi @User_UFOSV, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

The status says our QA engineers have completed their investigation. It would be best if we could file a case and attach it to the defect so that they are aware of your requirement for this feature. Also, you will be notified if the fix is available via case.

Hi @RachaelRahe, You only need 2 types of permission to allow a user to view the saved search and edit the sales order. However, there are other records that are linked to these permissions such as Reallocation. Sales Orders can also be visible when printing checks and forms. So users who have Sales Order permission can…

Hi @Vernita, It seems that this is related to Defect #336507 Case > Incoming Message Contains Inline Image Inserted to HTML Message > View the Message in NS: Image Is Not Displayed in the Form. Per checking, there is no workaround for us to view the message as an html with the image in the body. Thank you.

That's great! Thank you for keeping this thread updated, @Amjad Kasem! ?

Hi @Gabriel Jarillo Soto, This may require two different saved searches depending on the activities and transactions. You can filter the search based on the date created and group or count the activities and transaction types.

Hi @Gabriel Jarillo Soto Kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge. As for the new inquiry, I have created a new thread.

Hi @Amjad Kasem, You can customize the login page and display an error message when someone attempts to login with the wrong password or email, you can display an error on your hosted login page. This lets you maintain consistent company branding on the login page, instead of redirecting to a generic NetSuite error page.…

Hello @Gabriel Jarillo Soto, Try using Formula (Numeric) = CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today},'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today},'Year') THEN 1 ELSE 0 END. I hope this helps.