Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Thanks, Pau! Hi @Kellyann, An accounting role is an example that you can use to create a quote. If you are using a custom role, make sure that Estimate/Quote permission is added and set the access level to at least Create. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Hi @ScandyAndy, Welcome to NetSuite Support Community and thank you for creating this thread! I can replicate the scenario if the Contact record does not have a company assigned to it. Did your sales reps receive the same message below before they continue to create a new task or phone call record? The contacts in this…

Look for any unique field that you can add and use to filter the spam leads. If there's none, you need to manually select and delete the spam leads from the search. Regards, Michelle Jabanes | Ask a Guru

Thank you. Try to use below filters in your Customer search and check if these are all spam leads before deleting them. Once done, navigate to Setup > Marketing > Online Customer Forms. How many online customer forms do you have? Are you using all of these forms? Do you have any inactive form from the list? Did you receive…

Hi @charles_at_velocitek, Sure, I will do my best to help you with your concern and to any members, please feel free to comment your insights or if you have a workaround to prevent creating a spam leads. The Context = is Web Store is telling us that the lead record is created from the web store. I would like to confirm the…

Hello @User_Q9SHI, 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 type of workflow, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Hi @EarnestC, 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 Customer saved search, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Thank you so much for updating this thread, Lily. Creating a Center Category is a brilliant idea and I am glad that you can now view the searches. I am unable to replicate the scenario if there's no restrictions on the saved searches, unless it was created by a different subsidiaries and the FYT Clinic Users is only…

Thank you for keeping this thread updated, Mathieu. Regards, Michelle Jabanes | Ask a Guru

Hi @charles_at_velocitek, Apologies for my previous response. Please see below steps on how to delete the SPAM leads in your NetSuite account. 1. Create a Saved Search to pull up records to be deleted for your Lead 2. You need to make sure that Inline editing is enabled. 3. Click on the Company Name of the first Lead,…

Hi Lily, I got the Purchase Orders Locations saved search from the screenshot you provided for testing purposes. Please perform the following. Clear cache and browsing history. If the first step didn't help, edit the search and navigate to Results tab to enable the Run Unrestricted checkbox. Let me know how it goes.…

Hi @charles_at_velocitek, Thank you for creating this thread. Preventing new spam leads is currently logged under Enhancements Requests. 138483 - Online forms : Support for Human Verification Image before submitting the form. 137220 - Web Store > Registration > Support for CAPTCHA feature In addition, you may set the…

Hi Lily, Thank you for sending us the screenshots. Using the Admin role, please navigate to Purchase Orders Locations saved search and look for the following. Owner Is Public checkbox enabled? In Audience subtab, is there any Roles, Departments, Groups or Employees selected? Does the owner of the Purchase Orders Locations…

Hi Colleen, I used the following formula in the saved search. In the Results tab, I added formula CASE WHEN TO_CHAR({createddate}, 'HH24') = 8 THEN {createddate}+8/24 WHEN TO_CHAR({createddate}, 'D') = 7 THEN TRUNC({createddate})+ 2 + 12/24 WHEN TO_CHAR({createddate}, 'D') = 1 THEN TRUNC({createddate})+ 1 + 12/24 ELSE…

The other reason that could possibly cause this is if the searches are created by other users and there are restrictions applied. From this FYT Clinic Users role, is the Perform Search permission added in Permissions > List? Please send me the following screenshots. 1. Sample of the saved search that can be viewed in the…

Can you please navigate to Lists > Marketing > Marketing Campaigns? You should be able to see these fields in the record. 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…

Thanks, Micah! Hi Lily, The list of views are the transaction search under Lists > Search > Saved Searches. These saved searches are set to Private. Set the search to Public and the user should be able to see this in the drop down menu. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Thank you, Shelli. Navigate to Setup > Sales > Setup Tasks > CRM Lists. In Filter Footer, set the Type to Lead Source. Please note that the Marketing Automation feature must be turned off before you can create/edit a user-defined lead source. You can disable it by navigating to Setup > Company > Setup Tasks > Enable…

Hello @Ancana, I am not really familiar with Adobe Dreamweaver, but isn't this a web design application? Designing the layout of your online form and campaign emails depends on your preference. I would suggest to check SuiteAnswers Id: 14700 for best practices. The SuiteAnswer Id: 9451 | Online Form Templates provides you…

Thank you for creating this thread, Elias. This feature is currently logged under Enhancement # 294129 Saved Search result > Click Email button > Ability to change the Subject of the email. Per checking, there is no workaround in updating the email subject when sending the saved search results manually. I suggest to vote…

Thanks, Shamie! Hi @Shelli, Are you trying to map this from the web service? Also, I would like to confirm if you are trying to get the field ids from the field located at Setup > Sales > Setup Tasks > CRM Lists > Lead Source? Thanks, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others…

Thank you for creating this thread, @dle_35705, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Thanks, Michelle Jabanes | Ask a Guru

Hi Abdul, The CRM and SFA are NetSuite features and you will only need to enable these in Setup > Company > Enable Features > CRM. ? Thanks, Michelle Jabanes | Ask a Guru

Hi Asher, If you have questions, please feel free to create another thread. Thanks, Michelle Jabanes | Ask a Guru

Hello Abdul, My colleague is still checking on the H&B bundle and will reply to this thread shortly. And for your 2nd inquiry, NetSuite has integrated sales features that give you power, flexibility, and convenience in managing your sales team. You no longer need to juggle separate applications for commission, forecast…

Thank you for updating this thread, Hayley. As per SuiteAnswers id: 84988, there will be no changes to account behavior after it is updated. We may need to further investigate on this and I would suggest to open a Support Case to determine the cause of the changes made recently to your account. Regards, Michelle…

Thank you for updating this thread and for voting the SuiteIdea. Our Product Management team periodically reviews these enhancement requests and you can monitor and review the enhancement status through the NetSuite Account Center. Thanks, Michelle Jabanes | Ask a Guru

Hi Colleen, I am currently checking on this and get back to you the soonest time possible. Thanks, Michelle Jabanes | Ask a Guru

Hi K, 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 duplicate sales order nnumber, please feel free to reply to this thread. Thanks, Michelle Jabanes | Ask a Guru

Thanks Erick! Hi Hayley, I would like to ask few questions. Are you pertaining to the Display Name Fields on the Account record? If not, what record does the user want to amend and what type of center type is he/she using? Are the other users using the same custom role experiencing the issue? Thanks, Michelle Jabanes | Ask…