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

Hello Elena, Apologies. The bundle Id is 1251. 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. Thank you!

Hi @Hakam Karawi , You will have to change the Global Subscription Status from Confirmed Opt In to Soft Opt In. Please take note that once your change is saved, only the customer can reset the subscription status back to Confirmed Opt-In. For more information please see SuiteAnswer Id: 62484. I hope this helps. Thanks,…

Hi Elena, Here are the steps on how to install the Administrator Role - Customizable bundle and how to edit a custom Admin role. Navigate to Customization > SuiteBundler > Search & Install Bundles Type '251 on the Keywords field then click Search Click Administrator Role - Customizable Click Install then click Install…

Try not to include the Customer or Contact filter. Is Mary's email included in the result? If yes, is it listed as Company:Mary? How about adding Contact:Company filter and select the company name? Will this work on your end? Thanks, Michelle Jabanes | Ask a Guru

Hi @User_UXQKR, Welcome to NetSuite Suppor 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 @Jyothi B, 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

Colleen, Can you try Customer:Company Name filter and select the company name? Thanks, Michelle Jabanes | Ask a Guru

Hi Colleen, Per checking, this is the standard behavior when the Use Period = Yes, the Employees KPI will not be available from the dropdown menu. If you have checked the Use Periods box on a KPI scorecard, you need to define periods rather than date ranges. Employees will not be available on this scenario since there is…

Please navigate to Customization > SuiteBundler > Search & Install Bundles > List > Installed Bundles. Regards, Michelle Jabanes | Ask a Guru

Hello @User_3R4AR, Can you please confirm if you are using the NetSuite Approvals Workflow SuiteApp? If so, to enable a supervisor to approve vendor bills, you must provide at least the Edit level of access for both of the following permissions: For more details, please see SuiteAnswers: Vendor Bill Approvals | Answer Id:…

Hi @Rob Symmons, Thank you for checking on this information. Try to use the custentitydate_of_birth as the field id to display the date. Let me know how it goes. Regards, Michelle Jabanes | Ask a Guru

Thank you for providing us the details, @Rob Symmons. Please be advised that I have modified the screenshot provided. In the future, kindly remove any confidential information before attaching it to the comment. Have you checked if the field id is correct? Please navigate to Customization > Lists, Records, & Fields >…

Hi @dle_35705, In which particular record you would like to disable the Locations? You can associate employees with a specific location to ensure that employees have access to only the information associated with that location. You can also restrict access to transaction, employee, partner, and optionally item records…

Hi @kariingvaldson, This feature is currently filed under Enhancement # 196320 Gift Certificates > Recipient E-mail > Ability to Customize E-mail Sent to Recipients when Transaction is Created via NetSuite UI (Non-Web Store). Per checking, there's no available workaround for us to customize the email template. Please feel…

Hi @User_0CX76, Allow us to check on our Gurus who specializes in this area. Tagging my colleagues, @Ivy Lopez-Oracle and @Joy Noreen Magoling-Oracle Any members who has an insight on this, please feel free to reply below. Thanks, Michelle Jabanes | Ask a Guru

Hi Tim (@User_MF8Z2), Allow us to check on our Gurus who specializes in this area. Tagging @Emilia Ironov-Oracle @Micah Timbol-Oracle Any members who has an insight on this, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi @Jeannie_13902, Are you referring to the Request URI information? Navigate to Setup > Users/Roles > View Login Audit Trail In Criteria tab Set Filter: Role = is Administrator In Results tab Set Field: Add Request URI Let me know if this helps. Thanks, Michelle Jabanes| Ask a Guru

Hi Colleen, Have you tried creating a Message Search and filter it by Customer? I noticed that all of the customer's email messages including the one created by the Customer Contact and on the Case records are present. Let me know if this search will do. Thanks, Michelle Jabanes | Ask a Guru

Hi @EarnestC, Please refer to SuiteAnswers Id: 8912 | Using CRMSDK Tags on the exact tag you should use. For transactions, please look under CRMSDK Tags for Transactions. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Asher, The ability to set a default Location for Estimates/Quotes is currently being requested under an existing Enhancement request #80811. However, this is possible using a workflow. Please see SuiteAnswers Id: 38221 | Proposal (Estimate) > Set Default Value for Location Field using a Workflow. I hope this helps.…

Hi @MichelCA, Per checking, we can only filter the Opportunity record with Sales Order transactions as we can not pull up the fields such as Type in Invoice and Cash Sale records. I tried using Transaction Saved Search and filtered it using the Type=Opportunity, however, I got the same results since both Opportunities with…

Thank you for the detailed explanation on what you are trying to do, Melanie. Is the forwarding set up done on the mailbox setting? Have you tried setting it to redirect? Thanks, Michelle Jabanes | Ask a Guru

Hello Melanie, I would like to confirm the following. How many Inbound Email Addresses do you have? Have you already set up a Case Profile? Please se SuiteAnswers below to help you create Case Profiles. 36837: Creating Case Profiles 45089: The Email Address Associated With the Inbound Email Address Sourced by Netsuite From…

Hi Asher, We do not have a specific documentation about the recommended size to upload, but each NetSuite account comes with 10 GB of total storage space on your File Cabinet. The best practice for preparing files for upload to the File Cabinet is available at SuiteAnswers Id: 8927, which Ivy provided above. You can also…

Hi Athman, On or after the bid close date, the Request for Quote (RFQ) record displays an Awards subtab. Use the Awards subtab to analyze the vendor responses and award purchase contracts to vendors. For more information, see SuiteAnswers: Analyzing and Awarding a Request for Quote. However, if you want to track the…

Hello @jmack_admin, The ability to customize the Campaign Subscription Preferences is filed under Enhancement# 163274. Workaround is not available and I suggest to vote for this enhancement request at SuiteIdeas. I hope this answers your question. Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, The enhancement was created for a while now. Per testing, I am unable to pinpoint as to why it is not affecting your Classic Center roles. There is no specific preference in the field, form or even in the role to customize the landing field. This would require some checking at the back-end and I would suggest to…

Hi Asher, This is the intended behavior of the Sandbox account, some features are only available in a limited form, and some features are not available for testing in a sandbox. See the Testing Features in a Sandbox table for details. Domains are not copied from your production account to your sandbox account. Before using…

Hi @BWM- Shem, Can you please confirm if you are using an Estimate/Quote Approval Routing Workflow? Thanks, Michelle Jabanes | Ask a Guru

Hi @KNason76, See steps below on how you can create a Transaction Saved Search. 1. Navigate to Lists > Searches > Saved Searches > New 2. Select Transaction 3. Rename the Search Title 4. On the Criteria tab > Standard sub tab, add the following Filters: - Type is Sales Order, Invoice, Cash Sale - Main Line is true -…