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

Hi Colleen, I would like to check if adding the Contact:Company field as a filter helped. 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 the “Did this…

Hi @ScandyAndy, I would like to know if the issue has been resolved by clearing cache and browser history. If not, do you have an automation linked to this record? Please keep us update to further assist you. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Hi @farrago, I would like to confirm if adding the ${preferences.MESSAGE_SIGNATURE} to your scriptable template now includes your signature when you send a case message to the contact. Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same question might find it…

Navigate to the Employee record > Access tab > Roles subtab. Do you see Support Center (Basic) role in the list? If this role is present, remove Support Center (Basic) role first and save. Second, edit the employee record again and remove the role you initially want to be removed, click Save. Readd the Support Center…

Hi @User_GGK03, Welcome to NetSuite Support Community! I am tagging my colleague @Shamaine Chan-Oracle who is our guru who specializes in this area. Any members who has an insight on this, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru .

Hi David @User_M8IWD , Try to use ${transaction.createdFrom} for createdFrom field. I hope this helps. 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.

Thanks Emilia! Hi @VirtusX, Please check the available license count in Setup > Company > View Billing Information. Look for the following and compare the Current Provisioned Qty column and Current Used Qty column. Advanced Partner Center Employee Center Full Licensed Users Retail User WS Concurrent User Note: Current Used…

Hi @Mark_BRIT, In your Event Saved Search > Results tab, add Formula (Text) = {recurrence}. Please see sample below. Output: I hope this helps. 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…

Hi @Neo_Suite, The Employee Center role has predefined permissions. See below list of permissions and access levels for Employee Center. For reference, see SuiteAnswer Id: 9918 | Standard Roles Permissions Table. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?"…

Hi @kathryn123, Per SuiteAnswer Id: 83899, all new installations will no longer be available. You might want to check Celigo Outlook - CloudExtend Outlook for NetSuite. Thanks, Michelle Jabanes | Ask a Guru

Hi Chris, You need to check each field that is included in your fomula and make sure that the role has the correct access level on it. Example: {accountingperiod.closed} In the Custom Role > Permissions > Setup > Check if Manage Accounting Periods permission is added. Thanks, Michelle Jabanes | Ask a Guru

Hi Chris, I would suggest to try to run the saved search before adding it in the portlet to isolate which field or record we missed to provide a permission. Let us know how it goes. 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…

Hi MJ, Please navigate to your SDF role, Permissions > Setup > Set Workflow access level to Full and click Save. Let me know how it goes. 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…

Hi @jb123, What are the Center types for both custom roles used and please confirm if they are using a different default invoice form? Try to toggle it to the standard invoice form to check if the custom role user can see the For Invoice Grouping and Grouped To fields. Thanks, Michelle Jabanes | Ask a Guru

You can then submit this as a new enhancement request at SuiteIdeas. 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 Colleen, Do these users also have an Administrator role assigned to their account? Per testing, the Support Manager role should not have an access to the private search. However, when I added the Administrator role and directly access the saved search using its URL, I was able to edit and run the search. If in any case…

Hi Claudio, Allow me to share the enhancement requests I found that you might be interested to vote. However, if you would like it to be more specific I suggest to submit this as a new request at SuiteIdeas. Enhancement #161991 Saved Reports/ Scheduled Reports > Please add the ability to customize/ change/ edit the email…

Hi Colleen, That's okay and thank you for marking this as Answered. Regards, Michelle Jabanes | Ask a Guru

Hello @PPetrova, Attaching Statements to a Custom Email Template is possible through Workflow. Here are the documentations below to serve as your guide on how to setup the workflow. Answer Id: 40498 Attaching Statements to an Email Answer Id: 29180 Automatically Use a Custom Email Template When Sending Transaction Emails I…

Hi @User_LYA61, 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 Colleen, You can create a CRM fields for Product and Modules and apply it in a case form. Navigate to Setup > Customization > CRM Fields > New In the Label field, type the name of the field In the Type field, select List/Record In the List/Record field, select Product In the Applies To tab, mark the Case box In the…

Hi Claudio, I would like to confirm if you want to display the saved search result to this FROM field. Currently, the FROM field's format is “name” <email address>. If this field is blank, emails are sent from the search owner's email address, as defined in the Email field on their employee record. If this field is blank,…

Hi Paul, I'm afraid that populating the documents file path and uploaders information in a search is currently not available in NetSuite. There is an enhancement request filed under Enhancement # 229484 and no available workaround. Please feel free to add details when voting for the enhancement. I hope this helps. Thanks,…

This is only possible through Customer record. Contacts do not have an option where you can select Individual or Company type unlike the customer record. Thanks, Michelle Jabanes | Ask a Guru

Hi @JoshPNW, The First Name and Last Name are required when importing Contacts. I don't see a possible workaround on how we can import contact with email addresses only. Since there is no existing enhancement request, you can submit this as a new idea at SuiteIdeas. Any members who has an insight, please feel free to reply…

You need to login as the Administrator when performing the Mass Update or at least have a Full access level to Mass Updates, Perform Search and Customers' permissions. 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…

Hi @User_S8PAJ, Glad to have you back in the community! 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 @paula.courtemanche, Renaming the folder in File Cabinet is possible through script. You may work with your in-house developers who are knowledgeable with scripts. As for the ability to use the subsidiary ID as the placeholder for the folder pattern, there is related enhancement request logged under Enhancement #…

Hi @jmack_admin, Yes, you can only customize the template at Setup > Accounting > Customized Fulfillment email. Per SuiteAnswers: Sending Order Fulfillment Email | Answer Id: 9226, it is no longer possible to use the same email template for fulfilment emails for orders created from Transactions tab and web store. Allow me…

Hi David, When merging the customer record the address from the duplicate will be added to the master record. An existing enhancement request is available under Enhancement # 115743 Lists > Search > Mass Duplicate Record Merge > Allow user to select each field of a record individually as to which is to be kept as the…