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

Hello @Eklon, The analytics data source is not accessible for the following roles: Administrator, Full Access (Deprecated), roles requiring Two-Factor Authentication (2FA), and roles accessing the Connect Service with IP restrictions. Per SuiteAnswers article: Permissions Requiring Two-Factor Authentication (2FA), as of…

Hi @faisalabdulmoid_39498, I have not found a documentation about CMMC requirements and how to move your account domain to Oracle OCI GOV. I would suggest, continue working on the support case you opened because this may require further checking. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi @ehaynes, Let us isolate if there are missing permissions. Log as Administrator Navigate to the page/record where the User doesn't have access to Copy the URL of the page Switch role from Administrator to custom role Paste the URL copied from Step 3 to browser's address field Click Go or press Enter Also, can you tell…

Hi Bridget, This is filed under the Enhancement numbers 59784 and 87463. You can discuss the workaround below if you have an in-house developer who is knowledgeable with scripts. Create a Custom Field as this will hold the value of the current user editing the record. Create a Client Script that will set the value of…

Hi @faisalabdulmoid_39498, I am currently checking on this and will get back to you. You may also want to check this link for NetSuite Application and Operational Security Features. Thanks, Michelle Jabanes | Ask a Guru

Hi Brad, Yes, the ehancement request has been completed. Thanks, Michelle Jabanes | Ask a Guru

Hi @User_SZ0C3 , The internal ID for this record field is contactrole. See the SuiteScript Records Browser for all internal IDs associated with this record. However, for exposing the list of the Contact Roles, it filed under Enhancements # 244266 and 634739. As an alternate solution, you can create a Customer Saved Search…

Hi @Joshua N, I would like to follow up on this thread. Please let me know if you have questions, 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 easily find the correct answer. Thanks, Michelle Jabanes | Ask a…

Hi @User_KKDPY, Per checking, it would be best to consult a local IT since this setup is outside NetSuite. To other members who have a similar setup with their email, please feel free to share some tips below. Thanks, Michelle Jabanes | Ask a Guru

Hi Chris, As mentioned before, when you initially create a transaction, this will be the time that the system will use the email template you set in the custom Transaction form. However, having the ability to set a default Email template on the Email Message page is logged under Enhancement #67812. For the criteria, let me…

Hi @User_KKDPY, Welcome to NS Support Community and thank you for posting this thread. 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 Chris, I would like to check if you need further assistance on this thread. 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 Pavlina, I would like to check if you need further assistance on this thread. 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 Lily, Thank you for creating this thread. I was able to replicate it when I tested it on my end. I would suggest to open a Support Case to further investigate the issue as this is similar to the existing Defect # 639332. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Hi Colleen, Using Formula = CASE WHEN {stage} = 'Open' THEN 1 ELSE 0 END, you can pull up all Open cases. If you want to get the number of Open cases each month, below Formula works in my testing. CASE WHEN {stage} = 'Open' THEN DECODE(to_char({createddate},'MM'),'05',1,null) ELSE 0 END Try adding the formula in your saved…

Hi @Joshua N, Yes, it would be best to contact your account manager to check Kanban for NetSuite. 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_6H7SH, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area. Here are the available SuiteAnswers articles that might help. Creating Pledges | Answer Id: 82395 Invoicing Pledges | Answer Id: 82405 Pledge and Donation Management | Answer Id: 82394 Anyone else who…

Hi Chris, I checked this internally, and per advised, there is no option in workflow not to send an email if the email has already been sent once. The alternative solution, if it is feasible on your end, is to create a flag that will be used as a condition on the workflow. For example, we can create a custom checkbox field…

Hi @Joshua N You can download and check the pdf file from SuiteAnswers Id: 64232 for Kanban for NetSuite. 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 might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hi Pavlina, Autogenerated responses are email campaign responses generated automatically. The integrated marketing tools in NetSuite enable you to create and track all aspects of your email campaigns. NetSuite tracks email campaign responses automatically if the Track Outgoing Email box on the marketing template record is…

Hi @katherine_15328, 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 @Jeanine S. Currently, there's no way to do CSV Import and replace the existing customer/company with the one in the CSV file. We have to go to each contact and remove the company from there. I searched for an existing enhancement and found none. I would suggest to submit this as a New Idea as SuiteIdeas. I hope this…

Hi Chris, When you initially create a transaction, this will use the email template you set in the custom form. However, if you navigate to Communication > Messages > Email the template is not automatically dispalyed. I found a SuiteAnswers article on how to Automatically Use a Custom Email Template When Sending…

Hi Pavlina, To know more about the Campaign Responses, please see SuiteAnswers Id: 9413 | Tracking Campaign Responses. Note: NetSuite tracks email campaign responses automatically if you check the Track Outgoing Email box on the marketing template record. When a recipient opens and clicks through the email, NetSuite…

Hi Liz, Once you publish a dashboard, it can only be available on the role that you select in the Apply To Roles tab. Only users with the same role can access the dashboard. As long as you will not publish it to the Sales Admin role then your dashboard won't be shared to the Sales Admin role. In this case, only users with…

Hi @Liz Madrid , Thank you for creating this thread. Yes, this is possible through the Publishing of Dashboard. The Publishing Dashboard 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…

Hi Vernita, 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

Thank you for updating us, @Muzzyelk. I am glad that the alternate solution worked. Please do not forget to create a case so that the Support Rep can attach your case to the existing Defect #642891. Thanks, Michelle Jabanes | Ask a Guru

Hi @Muzzyelk, Thank you for creating this thread. Can you please confirm if the Payroll Accountant role has the following permissions and access level? Employees = Edit Employee Record = Edit Perform Search = View If so, an issue has been filed related to this concern and I would suggest to create a Support Case and refer…

Hi Adrian, When you tested it internally, did you send it to the NetSuite Inbound Email Address? (This address is located at Setup > Support > Preferences > Support Preferences (Administrator) > Inbound Email.) Was there an attachment included in the email sent to the NetSuite Inbound Email Address? Is there any script or…