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

Hi Duane, I confirmed this internally, and this only counts the successful download. There is an enhancement request logged related to this concern. Please feel free to vote for the following enhancements. 211910 File Cabinet > Audit Trail > the ability to Audit trail which users (including customers) viewed and accessed…

Hi Dallas, I would like to know the following. Are you using a workflow for the approval routing? Is this a new user? Is this a new role assigned to the user? Are you getting an error? Thank you.

Hi Duane, NetSuite does not have a standard feature to keep track of how many times a file was downloaded from the file cabinet, but this is possible through a custom field and a Suitelet. Please see SuiteAnswers: Keep Track of How Many Times a File was Downloaded from the File Cabinet by a User | Id: 40783 for the…

Hi Tony, Is this email generated from a transaction email? Have you checked if it is using an email template? Thanks,

Hi Lisa, She should be able to drill down the bill as she has the permissions on the record. Can you let the user test it? Let us know how it goes. Thanks,

Hi Lisa, Your user's custom role should have the following set up. 1. The Allow Cross-Subsidiary Record Viewing checkbox is enabled 2. In Restriction subtab Set Segment: Department Set Restrictions: own and subordinates only 3. Set the appropriate department in the employee record. By setting these, the users should only…

Hi @User_B1J9S , Allowing a user to view all the activities of the employees per department is currently logged under Enhancement # 84763. As a workaround, users can create an individual calendar viewable to employees. These calendars can be viewed per department if you have set the following 1. Your custom role's…

Hi @Neo_Suite, 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. Thanks,

Hello everyone, My name is Michelle. I am handling Account Administrator and CRM. I've been with NetSuite since April 2019. Watching series and listening to music are the things I love to do during my time off. I love traveling, and I enjoy traveling alone. I can't wait for this pandemic to be over! Have you visited Guru…

Hi @iecpradeep_14007 , 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. Thanks,

Hi @KaylaM, 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. Thanks,

Hi Brock, It will depend on the bundle owner if they will send notifications of their managed bundle. If the email address was recently added and the notification has been sent, the newly added email address will not receive the notification. New messages will only work moving forward. Thank you.

Hello @iecpradeep_14007 , Per checking, when you customize a Sales Activity Matrix, there is no option for us to group the date per month unless you run the report on a monthly basis. For us to achieve this kind of report, we need to create an Activity aved Search. For more details on how to create one, please see…

Hi Dale, 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. Thanks,

Hi Dale, Below are the steps on how to assign a role to an employee. Log in as the Administrator Go to Lists > Employees > Employees Click Edit next to the name of the employee you want to assign a role to Under Email | Phone | Address, enter an email address in the Email field if one has not been entered already Click…

Hi Duane, Welcome to NS Support Community and thank you for posting your concern here! For new members, we suggest that you visit the NetSuite Support Community - Frequently Asked Questions (FAQs) for more information regarding the community. We also encourage that you update your profile, add a profile picture and…

Hi Dale, Welcome to NS Support Community and thank you for posting your concern here! 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. Thanks,

Hi Lisa, I would like to follow up on this thread. Please let us know if you need further assistance. Thanks,

Hi @User_UZHF7, 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.

Hi Colleen, I would like to know how the search result goes. Thanks,

Thank you for updating this thread, Alejandro. I am glad that you are able to make the search work on the dashboard.?

Hi Lisa, You can utilize the workflow to set a default vendor in the field when the user creates a vendor bill. If you need assistance in the Workflow that you created, please let us know so we may further assist you. Thank you. If you find the reply to your question as helpful, others with the same question might find it…

Hi @Brock.Lindo, 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. Thank you.

Hi Alejandro, I would like to confirm if the user can run the search alone and does not return any error and displays expected results. Is there any permission violation error when running the search manually? Were there any changes in the saved search? In the saved search > Audience tab, are there any specific roles,…

Hello, Per checking, the Defect 648276 should now be resolved. Thank you. If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question”, you’ll be able to aid the community to find the solution much easier and faster…

Hi Gregg, The feature you are requesting is not available in NetSuite and currently logged under Enhancement # 282814 | Activities > Events: Event invitation contains ICS attachment which automatically creates event entry in customer's calendar. As an alternate solution, you can enter the event to customer's calendar…

Thank you, @jkkirkland_29535, for keeping this thread updated.

Hi @jkkirkland_29535 and @ndonelson, Can you please confirm if emails not sending from NetSuite? If so, please create a case or contact support and refer to this Defect #648276. Thank you.

Hello @jkkirkland_29535, There are other users reporting this issue and we're currently looking into it. I will comment on this thread for any updates. You may also want to call Support at 1.866.522.1508 for US & Canada region. Thank you. If you find the reply to your question as helpful, others with the same question…

Hi @User_0QULZ, I would like to confirm the following Are you using a NetSuite OneWorld account? Have you checked if there's any subsidiary set in the role, employee record and in the project record? Is the Customer permission added in the custom role? Have you tried adding the prefix Project: + the Project name in the…