Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi Courtney, Thank you for creating this thread. I am tagging my colleague @Amir Alinaghian-Oracle who specializes in this area. Regards, Michelle Jabanes | Ask a Guru

Hi Horacio, There's no option in NetSuite UI to remove this button. I suggest to vote for this enhancement request at SuiteIdeas. 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…

Hello @User_61NL4, Thank you for creating this thread. Removing the Customize View button is currently logged under Enhancement # 160618. For the workaround, if the Product Cost field is a custom field, you can limit its access level for search and reporting, but please keep in mind that changing this would apply accross…

Hi Josh, I would like to get the following details for me to check if this is possible. Did you used a custom field to display the fields on your search? Are you using a Transaction Saved Search? Can you please provide me some fields and from what record it is from? Thanks, Michelle Jabanes | Ask a Guru

Hello @4266435, Thank you for posting a new inquiry in NS Support Community. May we please have your name to address you properly? To embed a video or a file, you need create a link to the document contained in the File Cabinet. We do not recommend to embed the video directly into the template. The procedure below refers…

Hi @StormD, To add an employee to the Sales Rep list, navigate to Lists > Employees > Employees Edit the Employee record, navigate to Human Resources tab Mark the Sales Rep checkbox Click Save I hope this helps. ? Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as helpful, others with the same…

Hello @KNason76Kevin, Thank you 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 for any findings. Any members who has an insight on how to remove the Web Store tab, please feel free to reply to this thread. Regards, Michelle…

Thank you for keeping us updated, Colleen. ? Regards, Michelle Jabanes | Ask a Guru

Thanks, Micah! Hi Colleen, Did you recently add Chelsea as Andrew's supervisor? Please ask Andrew to create a new task and this should show up all of his tasks when filtering the Assigned To field as - My Team -. Let me know how it goes. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your question as…

Thanks, Micah! Hi @paula.courtemanche, Can you please confirm if this is a Purchase Order Saved Search? Please edit the saved search and navigate to Results tab and enable Run Unrestricted. As for the Documents/File Cabinet, navigate to the Custom Employee Center Role > List > set Documents and Files permission to None. I…

Hi Rick, Per testing, it seems that this feature is not available in NetSuite. I found a related Enhancement Request under #167892, but if you want to be more specific about the feature I would suggest to submit a new one at SuiteIdeas. Thanks, Michelle Jabanes | Ask a Guru

Hi Maurice, Thank you for updating this thread. ? Regards, Michelle Jabanes | Ask a Guru

Hi Dave, Good day and Happy Holidays.! Thank you for posting this thread. Allow us to check on our Gurus who specializes in this area. I am tagging my colleague @Shamaine Chan-Oracle to further assist you in this matter. Regards, Michelle Jabanes | Ask a Guru

Hi Ray, Good day! This feature is currently logged under Enhancement # 178379 List > Search > Saved Searches > To be able to create a custom schedule for saved searches. I checked with our Customization team and confirmed that this is not possible via workflow as this will not run through saved search records. The purpose…

Have you tried exploring this Customize View button? You will be directed to a page that is similar to a saved search. Regards, 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 @Nic Mitcham, Thank you for posting this thread. Allow us to check on our Gurus who specializes in this area. I am tagging my colleagues @Mikko De La Fuente-Oracle and @Erick Dela Rosa-Oracle, your assistance in this matter is greatly appreciated. ? Regards, Michelle Jabanes | Ask a Guru

Hi @JoshPNW, Thank you for posting this thread. I am tagging my colleagues @Micah Timbol-Oracle and @Emilia Ironov-Oracle who specializes in this area. Your assistance in this matter is greatly appreciated. ? Regards, Michelle Jabanes | Ask a Guru

Thanks, Pau! Hello @RickG_1136, This is currently logged under Enhancement # 87709 Sales Manager role > Please add a Mine or My Team filter to sales reports or sales activity reports. Please vote this enhacement at SuiteIdeas. As for the workaround, you can create a Sales Group and use it as a filter in the report. Please…

Thanks, Jeff! Hi @Shelli, When updating a customer record using CSV Import you need to have a reference key (internal ID, external ID, or customer ID). For reference, please see SuiteAnswers Customer Import Errors | Answer Id: 49611. I hope this helps. Regards, Michelle Jabanes | Ask a Guru If you find the reply to your…

Hi Rick, How do you merge duplicate contacts? Are you using Manage Contact Duplicates from Lists > Mass Update > Entity Duplicate Resolution? In this page, you have an option to select the Primary Contact as the Master. For reference, please see SuiteAnswers Manage Record Duplicates Page | Answer Id: 48677. I hope this…

Thanks, Micah! Hi Nick, You can track the leads, prospects, and customers generated by a campaign by using the Lead Source field on the customer record. You can select a lead source manually on a customer record or you can automate the process through online customer forms. When a customer submits your online customer…

Hi Colleen, Inactive Case Territories won't show up in Manage Case Territories page. You need to set it to active first in Setup > Support > Case Territories > List. Let me know if you have questions. ? Regards, Michelle Jabanes | Ask a Guru

You do the same, Colleen. Happy holidays! ?

Thanks, Emilia! Hello Jeroen, Upon checking, this feature is currently logged under Enhancement # 65986. I checked for a possible workaround and I can't seem to find a search that will pull up the system notes for Email Template record. Please cast your vote at SuiteIdeas and make sure to add more details on your request.…

Hi Colleen, I'm afraid that we don't have this option in the NetSuite UI. All emails going to your NetSuite Inbound email address creates a case automatically. What we can do is to create an additional rule in your email exchange server to not forward emails from @hotmail.com to your NetSuite Inbound Email address. Thanks,…

Based on SuiteAnswer ID: 23407, this error occurs when the user DSN was created instead of the System DSN. Make sure that a System Data Source Exists. I hope this helps. Regards, Michelle Jabanes | Ask a Guru

Hi @markival, I found two enhancement requests related to this concern, please see Enhancement # 43422 and 143871. I checked for an available workaround and I found none. What I can suggest is to vote for this enhancements at SuiteIdeas and feel free to add more details about your request. I hope this answers your…

Thank you, Jeroen. Allow us some time to test if this is possible in a workflow. We will get back to you the soonest time possible for any valuable updates or if we need additional information. Thanks, Michelle Jabanes | Ask a Guru

The only way we can check if we sent those emails is through Documents > Mail Merge > Mail Merge History. Logging the email sent in the entity record through Bulk Mail Marge is currently logged under Enhancement #126616. Let me know if you have questions. Thanks, Michelle Jabanes | Ask a Guru

This feature is currently not available in NetSuite. I found an existing enhancement request under Enhancement # 160833, however, this is for Purchases/Vendors or Sales Order records. You can vote for this request and note for Estimates or you can submit a new one at SuiteIdeas. As a workaround, you can create a custom…