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

Hi @Joshua N, Thank you for keeping this thread updated. ? Thanks, Michelle Jabanes | Ask a Guru

Hi @Brock.Lindo, Please follow the steps below on how to subscribe to Bundle Email Messages. 1. Navigate to Customization > SuiteBundler > Search & Install Bundles > List 2. On the Installed Bundles page, click on the hyperlink for the bundle name 3. On the Bundle Details page, navigate to the Messages tab 4. Click on the…

Hi Karan, You need to identfy which email template you are using to edit it. Navigate to Setup > Company > Email Preferences Transactions tab Default Email Template: Take note of the template name Navigate to Documents > Templates > Email Templates Click Edit beside the custom email template If this is the email template…

Hi Bridget, Is the Available as Sublist vew checkbox enabled in the search? Also, I am tagging my colleagues @Jack Daryl Espiel-Oracle and @Joahnna Given Uy-Oracle who may be able to help you check this. I would suggest that you will reply to this thread so we will be notified immediately. Thanks, Michelle Jabanes | Ask a…

Hi Bridget, Thank you for testing it out. I checked this internally with our Customization team and was advised that this is the behavior of the sublist. For us to filter the company name, we need to enable the Show in Filter Region checkbox and manually enter the company name. Expected result: I hope this answers your…

Hello @User_LYA61, Welcome to NS Support Community and thank you for posting your concern here! We encourage that you update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can also visit Community Tip: Updating Your Profile! Regarding the concern,…

That's great! I am glad it worked. ? Thanks, Michelle Jabanes | Ask a Guru

Thank you @Tafara and @Meherin for checking. I noticed that you have added LGIL Lisa Gilson in one of the attendees and based on the employee record she is only using Lisa Gilson. Can you please confirm if these are two different records? Try searching Lisa Gilson only in the list of the attendees. I hope it works. Thanks,…

Hi Meherin, I would like to know how he event was created. Please check the following; 1. Navigate to the event record and make sure that the user's name in the Event record > Attendees tab is present 2. Set the Event Access field to Public 3. Navigate to the user's custom role > Permissions tab > Lists subtab > Events…

Hi @Carlos Razo, 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, Michelle Jabanes | Ask a Guru

Hi @Meherin, Please confirm th following: 1. On the affected user, navigate to Calendar > Show Events checkbox is it enabled? 2. In the user's Employee record > Access subtab > Global Permission sublist, do you see Events permission in the list? 3. Also, have the user clear his/her browsing history and use a different…

Thank you for the screenshots, Bridget. Based on the screenshots, the SUBTAB Comms tab for Transaction Activities search is an Activity saved search. If you want to filter the Company Name field, I would suggest to add in under Criteria tab. Try to update the search and let me know how it goes. Thanks, Michelle…

Hi @User_UZHF7, As for the Sales Report links, there are different permission to access the report page. I would suggest to follow the steps below on how to identify the permissions you need for this role. Log in as the Administrator Copy the links to access the Sales Reports that the Customer Service Role needs Log in as…

Hi @User_UZHF7, I would like to check if you were able to the Customer Dashboard as Default View on Customer Record. Let us know if you need further assistance and if 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…

Hi @MeganM, Please navigate to Setup > Sales > Sales Preferences > General tab and locate Default Estimate Expiration (In Days) field. I hope this answers your question. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well. By…

Hi Bridget, Thank you for sending us the screenshots. Please include the Criteria and Results tab of the SUBTAB Comms tab for Transaction Activities search for us to know if it is possible to populate those fields. Thanks, Michelle Jabanes | Ask a Guru

Hi Colleen, Per testing, you get the WrongEmail value in the Detail field because the role assigned to this Customer Contact record contains SAML Single Sign-on or SuiteSignOn permission even if the record is inactive. It is the SAML Single Sign-on feature who triggers this invalid login attempt. As for the time zone, it…

Hi @User_82RRL, Per checking, this is a standard behavior of the system. To fix this, update the Customer record to have a valid email address. An enhancement request is also logged under Enhancement # 410434. Please feel free to visit SuiteIdeas to vote for this request. I hope this helps. Thanks, Michelle Jabanes | Ask a…

Hi @User_UZHF7, The users can click on this dashboard icon to view the Customer Dashboard. However, if you want this to be the default view, have the users enable the preference. Navigate to Home > Set Preferences Click Appearance tab In Centers & Dashboards: Check Set Customer Dashboard as Default View on Customer Record…

Hi Vernita, Setting this to default is logged under Enhancement # 313190. I don't see a possible workaround on this and I would suggest to vote for this enhancement request. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it helpful as well.…

Hi @User_SZ0C3 , I would like to know if you have further questions. 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, Michelle Jabanes | Ask a Guru

Hi @User_UZHF7, When publishing a dashboard, it looks at the Center Type assigned per role. You can only publish a dashboard to roles that tie to the same center in which you have personalized the dashboard. For example, if your role is set to Sales Person when you personalize a dashboard, you can publish it only to roles…

Hi Bridget, What type of saved search did you create? Please send us the following screenshots needed. Saved search > Criteria tab Saved search > Results tab The fields you want to populate in a saved search from the transaction record. Note: Please hide any confidential information before posting the screenshots. Thanks,…

Hi @Vernita, In your existing email template, you may use the following freemarkers to use the subsidiary field set in your Transaction or Entity record. ${entity.subsidiary} ${transaction.subsidiary} Example: I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others…

Hi Tim, Apologies, I forgot to include the SuiteAnswers Id: 66514 | Difference Between Administrator and Non-Administrator When Running a System Notes Search. It is by design that the users can not see other users System Notes. It is currenly logged under Enhancement Request # 134860. Please visit SuiteIdeas and dont'…

Hi Tim, Thank you for creating this thread. Try adding Notes Tab permission under Lists subtab and let me know how it goes. For reference, please see Permission to View System Notes. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question…

Hi @User_SZ0C3 , It is by design that there is only one Primary Contact in the contact role. You can use the Alternate Contact for the second contact or you can create new contact roles at Setup > Sales > CRM Lists > New > Contact Role. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your…

Thank you for keeping this thread updaed, @Eklon. I am glad it woked.☺️ Thanks, Michelle Jabanes | Ask a Guru

Hi @Eklon, Check if either of these permissions are assigned in the Employee record > Access subtab > Global Permissions. If none, create a new custom role using the Standard Accountant role. Let me know if you will still get the same error message. Thanks, Michelle Jabanes | Ask a Guru

Hi Michel, 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. To any members who have insight, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru