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

Hi @JoshPNW, Thank you for providing us the screenshot. This is somehow related to this thread. Customizing this page is currently logged as an enhancement request. 138675 Campaign Subscriptions: Ability to have a preference wherein the customer can select particular campaign subscriptions that will show up in the customer…

Hi @VirtusX, I would like to confirm if the provided solution helped you to remove and add new role. Please let me know if you need further assistance. 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…

Hi @Shahid Ansari, You may set the Purchase Order permission access level to View or through a script. If you're knowledgeable with scripts or if you have your in-house developers, you may work with them. If you need assistance in the scripts that you created, please contact your Account Manager so that he/she may get in…

Hi Colleen, Open link in a new tab/window is the best option for the user to launch the record in a separate tab/window. I don't see any preference that is currently available in NetSuite and found no existing enhancement request for this feature as well. Please feel free to submit one at SuiteIdeas. Thanks, Michelle…

Hi @Hakam Karawi , Per testing, when I created an estimate/quote under Subcustomer it shows under Customer record > Sales > Transactions subtab, but the transactions created from the main Customer will not be reflected on the Subcustomer record > Sales > Transactions subtab. Let me check this with our Customization team if…

Thank you for the screenshot. Adding a signature when you edit a case record is filed under Enhancement #142522 Cases > Reply to a customer > Should have a dropdown box containing different types of customized signature. The workaround I can think of is to create a New Solution and use it as a signature template. Please…

Hi Kim, What type of saved search you would like this sequence number to appear? Thanks, Michelle Jabanes | Ask a Guru

Hi @JCronin, 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, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi @Asher_123, 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, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi David, I'm glad it worked. Thank you for updating this thread. I will be now marking this as answered. Regards, Michelle Jabanes | Ask a Guru

Yes, to see the list of what an employee can access, please visit SuiteAnswers: About the Employee Center Role. Employees logging in with this role can see purchase orders, expense reports, and time reports that they own. If they supervise other employees and are listed as an approver, they can also see purchase orders,…

You can create a case email template in Documents > Templates > Email Templates > New. Make sure to set Case as the Record Type. In Message tab, select the Case Email Template you created. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Thank you for the update, @Mark_BRIT. I will now mark this thread as answered. Please feel free to create a new thread if you have questions in the future. Have a good one! Regards, Michelle Jabanes | Ask a Guru

Hi @paula.courtemanche, This is a permission driven access. When we add the Import CSV File permission in Custom Role > Permissions > Setup subtab, the Import CSV Records, View CSV Import Status and Saved CSV Imports are included. Here's the enhancement logged related to this concern. Please vote Enhancement # 318224 |…

Hello Karan, The SuiteAnswer: Record Types | Answer Id: 80071 you found is actually correct. Any members who has an insight on or another way on how to track the IT equipments, please feel free to comment below. Thanks, Michelle Jabanes | Ask a Guru

Hi Osama, I would suggest to utilize the Subcustomers record. Subcustomer records have the same fields and functionality as customer records except there is a Child Of field listing the parent customer (Example: Gravity). So if a transaction is created under the subscustomers (Example: OneLife/MagicMile), it will also show…

Hi @Mark_BRIT, I would like to check if adding the Formula (Text) = {recurrence} in your Event Saved Search > Results tab helped. Please let me know if you have questions. Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the…

Hi @Neo_Suite, I would like to follow up in this thread. Please let me know if you need further assistance. Thanks, Michelle Jabanes | Ask a Guru 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…

Hi Chris, I would like to check if you were able to test the suggested solution above. 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 question”, you’ll be able to aid the…

Hi David, I would like to confirm if using the ${transaction.createdFrom} for createdFrom field helped. Thanks, Michelle Jabanes | Ask a Guru 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 @Joao Alberto jesuino, Have you voted for this enhancement request? If not, I suggest to vote for the Enhancement #450157 and you will be notified once it is updated. Thanks, Michelle Jabanes | Ask a Guru

Per checking, this is a SuiteSuccess – Customization bundle. To know more the details of this bundle, I would suggest to contact your Account Manager. Thanks, Michelle Jabanes | Ask a Guru

Hi @Neo_Suite, The Item 360 is part of a SuiteSuccess Bundle. If you opt to have this provisioned, you may reach your Account Manager for additional details. 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”…

Hi Tim, 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

The email template you created in Documents > Templates > Email Templates are scriptable. If the users are using a specific template when replying to a case, you can add the ${preferences.MESSAGE_SIGNATURE} freemarker or you can enable Add Signature To Messages in Home > Set Preferences > General. Thanks, Michelle…

Hi @User_K3P2H, 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 @jb123, I would like to check if the For Invoice Grouping and Grouped To fields available on standard form. Let me know if you need further assistance. 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…

Hi @Jeannie_13902, I would like to check if the URL that you were trying to pull up is the Request URI. Please let me know if you need further assistance. 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…

Hi @Rob Symmons, I would like to confirm if you were able to display the date using custentitydate_of_birth as the field id. 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 @EarnestC, I would like to check if you were able to use the correct NL tag at SuiteAnswers Id: 8912 | Using CRMSDK Tags for the field that your looking for. Please let me know if you need further assistance. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…