Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Thank you for creating this thread, @"arniegun". Per checking, this is currently logged as an enhancement request under Enhancement # 209309 Allow bundling of email templates. I do not see an alternate solution and I highly suggest to visit SuiteIdeas and vote for the enhancement. I hope this answers your question.…

You're welcome, @"Shelli"! Have a good one! Thanks, Michelle Jabanes-Oracle Ask A Guru

You're welcome, @"Shelli" Changing the default status of a task record is currently logged as an enhancement request. I suggest to visit SuiteIdeas and vote for the Enhancement Request # 78335 Provide ability to create or customize task statuses, and assign one other than "Not Started" as default. As an alternate solution,…

Hi @"Shelli", Thank you for creating this thread. To update the default Priority For Tasks, please navigate to Home > Set Preferences > Acitvities tab > Tasks & Phone Calls. I hope this answers your question. Let us know if you need further assistance. Thanks, Michelle Jabanes-Oracle

Thank you for the screenshots, @"Sharlene". Apologies if I missed the part where you mentioned about you wanted it to be the default email template. I'm afraid that this feature is not available in NetSuite OneWorld account. It is currently logged as an enhancement request under Enhancement # 287919. I checked for an…

Thank you for updating us, @"Sharlene". Yes, it should work. Here's how I tested it with the email preview. Let us know if you have questions. Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for updating this thread, @"4189357". The enhancement still open, but you can always submit a new enhancement request at SuiteIdeas if you want it to be specific for the users that are not currently logged in. Regards, Michelle Jabanes-Oracle Ask A Guru

Thank you for tagging me with this thread, @"Pauline Joy Cac-Oracle" Good day @"Sharlene", I hope you're doing well. You may edit your email template and insert ${transaction.subsidiary} in the subject to dynamically display the transaction subsidiary. I hope this answers your question. Let me know if you have questions.…

Hi @"CDuf", hope you're doing good. I have here a formula where we can verify the last user note if the user note type is auto generated. I am thinking of adding this before the first formula text we created before for cross reference. max({usernotes.note}) keep(dense_rank last order by {usernotes.notedate}) I left the…

Good day @"Neo_Suite"! The ability to flag Merge & Send emails as Internal only is currently logged as an enhancement request under Enhancement # 174171. I suggest to vote for this request in SuiteIdeas. I hope this answers your concern. Thanks, Michelle Jabanes-Oracle

Hi @"4189357", Thank you for creating this thread. I believe that feature that you're looking for is related to this existing enhancement request under Enhancement # 88061 Case Rules > User would like a way to Enable/Disable member of an assignment queue for a Support Territory to allow for vacations or sick days. I…

There's no need to apologies, @"CDuf" I am thinking of adding a "does not contain An auto generated note" in the Criteria, however, if you have an open case that has an empty user notes it will appear on the search. ut if there's none, I think this one will do. Let me know how your testing goes. Michelle Jabanes-Oracle

I'm glad that it fixed your saved search, @"CDuf" Apologies if it took me a while. We'd love to see you here again, please feel free to post anytime. Have a good one! Michelle Jabanes-Oracle Ask A Guru

Thank you for trying the suggest steps, @"CDuf". I was able to replicate the issue on both Case and User Note Saved Search and adding When Ordered By Field column to User Notes : Date gave me the accurate value in user notes field. I hope this will work in your end too. Thanks, Michelle Jabanes-Oracle

Thank you for the screenshots and you may now delete it,@"bdamaren" . The View Dashboard icon is only available on Customer, Lead or Prospect records. I highly suggest to submit a feature request at SuiteIdeas. I hope this answers your question. Thanks, Michelle Jabanes-Oracle Ask A Guru

Hi @"bdamaren", Are you trying to publish a saved search on a Partner Center Dashboard? If so, please follow the steps below when logged in as the Administrator. A. Create Center Link 1. Open the Search user want to add on the partner's dashboard. 2. Copy the URL link 3. Navigate to Customization > Centers and Tabs >…

Good day, @"CDuf"! Since you added "CD created duplicate note." in the Memo field, it has now the maximum number of words in the field that is why it is showing up in the search. I tested this multiple times and I listed below some possibilities of what's causing the saved search not to pull up some recent user notes. *…

Hi @"3944911", Where exactly are these files located? Is it in Documents > Files > File Cabinet > Web Site Hosting Files > Live Hosting Files > Site? Are you using SiteBuilder or SuiteCommerce? Thanks, Michelle Jabanes-Oracle

Hi @"BWKI", I'm afraid that we do not have access to such data, since the Full Access is already deprecated. There was a notification sent to prepare for the eventual removal of the Full Access role from the system. This process has begun as of 2019.1. For more information, please see SuiteAnswers Full Access Role | Answer…

Thank you so much for the additional information, @"CDuf". I am still looking into this and will update this thread once I am done with my testing. - Michelle Jabanes-Oracle Ask A Guru

Thank you so much for checking, @"Jyothi R". It is good to know that the emails are being sent and it is listed in the Email Sent List. What browser are you using when logging in NetSuite? For us to check if this is a caching issue, please use Google Chrome, Internet Explorer or Mozilla Firefox to confirm if the Persist…

Thank you for posting this thread, @"Malcolm-Price". Per checking, changing the company name in the Email Subscription Preferences is currently not available in NetSuite. I searched an existing enhancement requests and these are what I found. * 138675 Campaign Subscriptions: Ability to have a preference wherein the…

I agree with @"PaulFleetwood". You can also check it in the Sent Email List. Also @"Jyothi R", can you please confirm the following? * When was the scheduled search last run? * Have you tried using a different browser to check if the Persist (CSV) will be available? * Are you experiencing this using the Administrator role?…

Hi @"Martha Hakes", This is currently logged as an enhancement request under Enhancement # 84148 Reallocate Items does not have its own permission; it's linked with the permission for sales orders. I suggest to vote for this feature request in SuiteIdeas. Currently, there's no alternate solution other than removing access…

Thank you for creating this thread, @"Jyothi R". Please navigate to Reports > Saved Searches > All Saved Searches to view the Saved Searches list page Click Persist (CSV) for your Scheduled search When search execution is complete, the results is available on the Reports > Scheduled Searches > Search Results. For…

Thank you for creating this thread, @"pvana". A non administrator user is unable to see System Notes created or Set by others when viewing a System Notes Saved Search Results. For reference, please see SuiteAnswers Id 26574. I hope this answers your question. Thanks, Michelle Jabanes-Oracle

Thanks for confirming, @"kbarua1". I don't see any preferences or a possible alternate solution for us to rename the report.xls. Please feel free to submit this as a new feature request through SuiteIdeas. I hope this answers your question. Michelle Jabanes-Oracle Ask A Guru

Thank you for providing us the screenshots, @"CDuf"! Based on what you provided, in the Case Audit Search, the Summary Types of the fields below are set to; * Formula (Text) - Maximum * Date Created - Group I am thinking that it is pulling the memo from the 13th since it is longer than the memo you have on the 20th. Try to…

Hi kbarua1, To confirm, are you trying to generate this report through Scheduled Reports? If so, I'm afraid that this feature is not available in NetSuite. I would suggest to submit this feature request through SuiteIdeas. Thanks, Michelle Jabanes-Oracle Ask A Guru

Thank you for creating this thread, @"Greg Rudl". Please allow us to look into this and will reply on this thread for updates. - Michelle Jabanes-Oracle