Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hello, Our engineers are already aware of this and issue has been filed under # 579708. Please submit a Support Case and refer to this issue. Thank you. Michelle Jabanes-Oracle

Hi @"PaulFleetwood", Setting a default transaction email template is currently logged as an enhancement request under 67812 Documents > E-mail Templates> Please include a Preferred column so that an E-mail Template can be made to Default in when creating a Customer Message. As for the workflow, can you send us a steps of…

Hi @"Ben H", What type of custom record are you working on? Can you please confirm if this is related to a Support Case? If so, in the Support Preference, you can select the case status you want to appear by default in the Status field when a case has been re-opened due to the customer's email response. * Navigate to Setup…

Hi Biomerics_Admin There is a chance that it will work for a while, but how the receiving server processes the emails are beyond NetSuite's control. Let me know how it goes. Michelle Jabanes-Oracle Ask A Guru

Hi @"Biomerics_Admin" It seems that our SPF is not yet added to your DNS record. Kindly coordinate with your email administrator or IT team who has access to your domain to add our SPF record ‘include: sent-via.netsuite.com’ to your domain DNS record. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"Biomerics_Admin", If it is not shown in the Undelivered Email then it is mostly likely sent. The only way we can check if the email was sent or not is through checking the Status in the Sent Email List. For more information please see SuiteAnswers: Using the Sent Email List | ID: 87459 Michelle Jabanes-Oracle Ask A…

Hi @"Biomerics_Admin", Is there any specific domain that the recipient failed to receive the email? Please navigate to Lists > Mailings > Undelivered Emails, do you see the email in the list? Run a check using public tools online to check if our SPF record was added. * MXToolbox * dmarcian SPF Record Check We recommend to…

Hi @"kdeardorff", I found a SuiteAnswers article related to this error, please see SuiteBilling | CSV Import > Subscription > Error: “Please create a price plan before continuing”. Let us know if this help. Michelle Jabanes-Oracle

Hi @"New_44789", There is an existing enhancement logged for this feature and currently, there's no workaround for this field to populate on the saved search. Please create a support case or vote for the enhancement at SuiteAnswers ID: Voting for Enhancements | 10054 * Enhancement # 293725 Saved Search > Document Search >…

You're welcome, RickG_1136.

Hi RickG_1136, This relateditem field is a new feature in the Task Form and the ability to hide it is not yet possible. I suggest to submit a Support case or submit the enhancement request at SuiteIdeas. Thank you. Michelle Jabanes-Oracles Michelle Jabanes-Oracle

Hi 3677020, The bahavior of the issue needs further investigation. Have you created a support case? If not, please click here to submit a case. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"7f3e3068-e799-4372-920b-2f3d316673b1", Please provide me the SuiteAnswers ID that you followed on how to send the alert for me to check. Also, I would like to verify the following: * Are you using System Email Notification or through Saved Search? * For the date customization, are you trying to use a formula? What…

Hi @"PaulFleetwood", There is actually an enhancement request for this feature under 476144 SuiteBundler > File Drag and Drop (Bundle ID: 41309) > Upload file directly from Outlook and the workaround is to save the email or file attachment first to your desktop before utilizing the File Drag and Drop SuiteApp. The…

Hi @"Chris Polanish", Please do the following if you're still experiencing the issue. 1. Clear cache & cookies 2. Use different browser (Is the issue only particular to one browser?) 3. Is there any particular record where you encounter the slowness? Let us know how it goes. Thank you. Michelle Jabanes-Oracle @"Michelle…

Hi @"4183433", Can you please confirm if you're using the Email Capture Plug-in or Email Case Capture? Thank you. Michelle Jabanes-Oracle @"Michelle Jabanes-Oracle"

Hi @"RickG_1136", Since this is a Task Form, it is possible for you to replace the Transaction field. Please navigate to Customization > Forms > Fields > Related Records and click New Field to create your own Sublist. Make sure to uncheck the Show checkbox for Transaction field. Let us know if you have questions. Thank…

Hi @"Chris Polanish", You my reopen your case or submit a new one in reference to this new Performance Issue 577840. Thank you. Michelle Jabanes-Oracle Michelle Jabanes-Oracle

Hi Liz, Based on the SuiteAnswers provided, below are the steps on how to insert images from the file cabinet into email templates: 1. Go to Documents > Files > File Cabinet (Administrator) and open the folder containing the required image. 2. Click Edit next to the image you want to use in the email template. 3. Copy the…

Hi Liz (4127524), Please do not forget to upload the image in the File Cabinet before using it in a template. Let me know how it goes. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi Liz (@"4127524") I'm afraid that this is not possible. The reason why the PDF doesn't work on your template is because each image must be saved on the File Cabinet instead of using the PDF as this is not supported as a template basis. As a workaround, try saving your PDF as an Image to be used in the Template. For…

Hi @"Chris Polanish" and @"Grant B", Apologies for the inconvenience. This is still currently being worked on. If you submitted a support case and had it attached to the defect related to this thread: Anyone else having performance issues? , you will receive an update via email once it is fixed by our engineers. Thank you.…

Hi @"4165061", I agree with @"cc81d4f7-e096-4f7c-b48e-fceb42f65f3a", try using none of and select the Sales Team/s. I hope this helps. Thank you. Michelle Jabanes-Oracle @"Michelle Jabanes-Oracle"

Hi @"brain_game", In your example, what is the Expected Closed Date and the exact name of the report you are running? If you're running a forecast report, for Opportunities, the Expected Closed Date is the one being considered for revenue and not the Expected Ship Date of the items within the opportunity, unlike in Sales…

Hi Liz (@"4127524"), Please navigate to Documents > Files > File Cabinet > Select the folder > Clcik Edit beside the file name and you will be able to see the URL of the file. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"4127524", You need to upload the PDF file to the File Cabinet for you to add it in your email template. Please see below steps. I. Upload PDF File in File Cabinet a. Navigate to Documents > Files > File Cabinet b. Choose a folder c. Add file II. Get the system generated URL for the uploaded file a. Edit the uploaded…

Hi @"3677020", Thank you for checking. The "No records to show" message happens only if the To be e-mailed checkbox is not ticked. Please edit the Customer Record > enable the checkbox and save. Then create another transaction. If this won't still let you send an email, I suggest to open a Support case to further…

Hi Alex C, Here it is. Thank you. Michelle Jabanes-Oracle Ask A Guru

Hi @"3677020", When I edit the transaction > changed the email address and enabled the To be emailed checkbox, I was able to generate an email. Please make sure that there are no extra spaces in the field before saving the record. Please let me know how it goes. Michelle Jabanes-Oracle Ask A Guru

Hi @"3677020", It seems that you have a saved search that triggers an email notification. Please edit your saved search and navigate to Email tab > Specific Recipients > make sure that the user's email address is included in the list. If the recipients is based from the Results, what field is it from? If this does not…