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

Thanks, Arnold! Hi @Shamaine Chan-Oracle, we need your expertise in this search. ? Thanks, Michelle Jabanes | Ask a Guru

Hi Arnold, May I know what type of saved search is this? Thanks, Michelle Jabanes | Ask a Guru

Apologies about that, Gregg. I forgot to include the Enhancement #76680 - Customizable KPI Date Ranges. When voting the enhancements, feel free to note that you need to be able to specify date-stamp used by KPI generator. Let me know if you have questions. Thanks, Michelle Jabanes | Ask a Guru

Hi Gregg, The ability to set the value under % change to reflect the desired values are logged under Enhancement # 107766. I tried using both Standard and Custom KPI, but I am unable to find a workaround. I would suggest to visit SuiteIdeas and vote for the enhancement. I hope this answers your question. Thanks, Michelle…

You're welcome. Thank you for keeping this thread updated, Colleen! ? I am glad that it is all good now. Regards, Michelle Jabanes | Ask a Guru

Do you also see this in Lists > Mailing > Undelivered Emails? If so, here are the related articles that might help you with these emails. Undelivered Emails Saved Search Troubleshoot Undelivered Email Thanks, Michelle Jabanes | Ask a Guru

Thank you for pointing that out, David. Per checking, this is the behavior of the Forecast vs Quota by Class/Department/Location report since the filter applies to the column/field and there are other columns shows value in it. If you remove the Actual and Actual/Quota Variance fields, you won't be able to see the Sales…

Thank you for the update, Mark. I would like to know how you share the worksheets. Can you please confirm the steps taken from this article Accessing and Sharing Workbooks and Datasets? Thanks, Michelle Jabanes | Ask a Guru

Apologies for the late reply, David. I tested this and I am unable to replicate the issue in my end. Please below screenshots. I tried to filter the quota amounting $22 and my Sales Rep AJ is not showing in the report. Can you please confirm if this is what you're trying to achieve? If so, I would suggest the following.…

Can you please confirm if both non-admin roles are using different center tabs? As per SuiteAnswers ID: 77299 Enabling SuiteAnalytics Workbook in Your NetSuite Account the SuiteAnalytics Workbook permission under Reports subtab should also be added on your custom role. If your custom role uses a standard centre, the…

Hi Lisa, Are you the Administrator in this account? Is there another Administrator that has access to these testdrv accounts? If so, they are the one who can help you reset the password. However, if there's no other Administrator you need to contact Support to have it reset. And if you're not, you need to contact your…

Thanks, Mikko! Hello Scott, Please note that the behavior you are facing is an expected behavior. Currently, the only option is to source the Contact role from the Transaction i.e. Estimate, only if the person listed on transaction is a Primary Contact. Estimate record: Estimate Saved Search result: If there's no Primary…

You can utilize the Message and Phone Call Saved Searches and add the fields you need to export. Thanks, Michelle Jabanes | Ask a Guru

Thank you for updating us, @Hormese Paul. I am glad it worked! ? 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 question”, you’ll be able to aid the community to find the…

Thank you for keeping us updated, Colleen. It seems that the password reset notification is working. I also checked if there's any reported issues regarding this, and I found none. Freemail users might not receive messages due to filters, insufficient account storage, antivirus firewalls, or even server outages. Thanks,…

Hello @User_G2AXN, NetSuite provides an export function through Full CSV Export. The Full CSV Export option in NetSuite does not currently export all data as CSV files. You may check the list from SuiteAnswer article Exporting Selected Lists and Reports as CSV Files (CSV Export). If this export functionality does not meet…

Thanks, Mark! Can you please confirm if all non admin roles are getting the same blank page? Thanks, Michelle Jabanes | Ask a Guru

Hi Jane, Can you please tell us what type of saved search is this and what field are you trying to update? Thanks, Michelle Jabanes | Ask a Guru

Interesting. I added the Analytics Administrator permission and I was able to access Analytics page. I would like to know the following. Screenshot of the Analytics page Center Type used in the affected role Are there any restrictions set in the role and in the employee record? Try using a different browser to isolate the…

Hi Maurice, You need to make sure that the employee can at least view your search. In your saved search, navigate to Audience tab and make sure to select the role or the employee that you want to grant access with. Once done, copy the search link and ask the employee if he/she can access it. If the employee can…

Thanks, Pauline. ? Hi @Mark_BRIT, Below are the permissions related to Analytics. SuiteAnalytics Workbook - To provide Workbook access to users assigned to a custom role Analytics Administrator - To enable users to edit and monitor workbooks created by other users in your account SuiteAnalytics Connect - To download a…

Thank you for the update, Colleen. In my testing, I also used 3 different users, and all are successful. I am thinking if this has something to on the recipeint's end. I am using gmail when testing these password reset. What type of freemail are you using for these users? Can User 3 try to use gmail to see if he will…

Hi Colleen, I am checking if the Sent Status for Password Reset via Customer Center is available. Also, I would like to confirm if they have checked their spam/junk folder. It may be possible that the email went to the junk or clutter folder. Thanks, Michelle Jabanes | Ask a Guru

Thanks, Erick. ? Hi David, For us to exclude the -Unassigned- in the report, we need to specify the Sales Rep in the Filter. Expected result: Let me know if you have questions. 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…

Thank you for the update, Baptiste. ? 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 community to find the solution much easier and faster without the need to read through all…

Hi Khristine, Welcome to NetSuite Support Community! 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 updates. Hi @Shamaine Chan-Oracle, we would need your expertise on this. ? Thanks, Michelle Jabanes | Ask a Guru

Thank you, @Pauline Joy Cac-Oracle. Hello Baptiste, It is not possible to grant permission to employees on certain items only. If you grant Items permission in a role, the user will have access to the Item record unless there is a restriction. There's no workaround available, however, I found an existing enhancement…

That is a good catch, David! I tested this, and I am thinking that your Setup tab is also customized with Documents' Custom Center link and this is the reason why the roles with Setup tab can access the Documents tab. Technically, roles with custom center should not have access to the Documents tab as this is still logged…

Anytime, Paul! Feel free to post questions if you need assistance in the future. ? Thanks, Michelle Jabanes | Ask a Guru

Hi Paul, The provided solution is a workaround. There's is an existing defect regarding this issue. I suggest to submit a Support Case and refer to Defect #599004 | StickyNotes Email > View/Edit Record hyperlink > Error: Host Not Resolvable. You may check this related post Sticky Notes email links. Let us know if you have…