Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Hi @"4189357", I'm afraid that this is not possible. I also checked if a Workflow will do, however, Frequency will only allow us to trigger the search at least every 30 minutes. Thank you. Michelle Jabanes-Oracle

Hi @"Kenny Wise", This may fall under Enhancement Request # 224060 Forecast / Pipeline Report > Convert Probability field (20, 50, 90) as a decimal in a report (.20, .50, .90) for you to get the correct value in yor formula column. I suggest to submit a Case for our Support Rep will be able to update the enhancement. I…

Glad to help!

Hi @"lilywu", You need to enable Mail Merge feature to show the Include Transaction checkbox. Please see steps below. 1. As Administrator, navigate to Setup > Company > Enable Features 2. Click the CRM tab 3. In the Marketing section, check Mail Merge 4. Select I Agree to the License Term Agreement 5. Click Save I hope…

Hi @"Alex C", If you're still under the implementation, you can ask your Payroll Consultant to set QSEHRA contribution. If not, please check the attached file on how to set up payroll items. I hope this helps. Michelle Jabanes-Oracle

Hi @"Kenny Wise", The Probability is already in percentage. Please let me know in which record/page does the Probability not showing in percentage. Thank you. Michelle Jabanes-Oracle

Hi @"Chris.Wognum", Have you tried using the Transaction Saved Search and use Type is Journal as the Criteria? I hope this helps. Michelle Jabanes-Oracle

Hi @"BaileyD", Thank you for confirming on this setup. Let me check this with our Basic Accounting team and we will reply to this thread as soon as we are done with our research and testing on our end. Michelle Jabanes-Oracle Ask A Guru

Hi @"New_44789", To increase reliability of email delivery, we recommend that you setup DKIM for your sending domain. DKIM or DomainKeys Identified Mail (DKIM) is a method of digitally signing your email to allow its authentication. Many ISPs check the domain key used in an email message to determine whether it is spam or…

Thank you for checking on this, @"Hormese Paul" . Let me reach out to our SuiteFlow team and we will reply on this thread as soon as we are done with our research and testing on our end. Michelle Jabanes-Oracle Ask A Guru

Hi @"savethepennies_11496", Per SuiteAnswers Id: 80909, the access.passwordSetupURL Please click here to set your password link would only work for new users with no existing access to NetSuite. I hope this helps. Michelle Jabanes-Oracle

Hi @"Hormese Paul", Please confirm if using the system email without a workflow will pull up the ${website.displayName} field. 1. Navigate to Setup > Site Builder > Set Up Web Site 2. Click Edit beside your web site 3. Navigate to Email tab 4. Click on the Preview icon beside the System Email Template (In this scenario,…

Hi Steve (@"4189357"), For email/queue assignment, have you tried exploring the Assignment Rules & Territories feature in NetSuite? You can set up rules and territories to automatically assign cases to agents or support groups. To know more about this, please visit SuiteAnswers Id 11038. And for your Case Saved Search,…

Thank you for sharing @"paula.courtemanche"!

Hi @"BaileyD", Thank you for checking. Please perform the following and confirm if these helps. 1. Clear cache & cookies 2. Delete browsing history 3. Time Entries > View = Default List 4. Use a different browser 5. Is there a workflow or script associated to your Time Entry record? 6. The Employee Filter is also available…

Hi Steve (@"4189357"), Good day! This is to acknowledge your questions and to inform you that we will further review these. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Michelle Jabanes-Oracle

Hi @"BaileyD", Did you recently add Employee Restrictions in the user's role? Based on your screenshot, it seems that it is currently set to own, subordinate, and unassigned. Navigate in Setup > Users/Roles > Manage Roles > Edit the role in question and set the Employee Restrictions to none-no default or none - default to…

Hi @"4188728", Good day! This is to acknowledge your questions and to inform you that we will further review these. I would also like to know the following. * Are there multiple quote transactions in a project? * Would you like to get the most recent transaction or the total amount of all the quotes linked to a project? We…

You're welcome, @"John Griffin". Glad to help.

Hi @Neo_Suite, To import Project Tasks with multiple resources, we need to set up the resources and the associated fields as separate columns instead of rows. Your CSV File should have the following columns when you add new Project Tasks: * Job Name * Task Name * Resource 1 * Estimated Work 1 * Unit Cost 1 * Service Item 1…

Hi @"paula.courtemanche", Have you tried exploring the Win/Loss Reason field? Using this field will let you select a reason why your Sales Rep won or lost the deal. You can create new win/loss reasons at Setup > Sales > CRM Lists > New. Example: For reference, please visit SuiteAnswers: Win Loss Reason | Id: 11022. I hope…

Hi @"Susan Jordison", Have you tried using the Letter Templates? You need to create a Letter Template, perform a bulk merge and from there you can print the letter. Please see the step-by-step process on how to create the template and what methods to use from SuiteAnswers: Using Letter Templates | Id: 8914. To print the…

Hi @"PaulFleetwood", You're welcome. Glad to help. - Michelle Jabanes-Oracle

Hi @"PaulFleetwood", Under Results subtab: Field: Incident Date * Summary Type: Group * Function: Day This is going to return you the count of the Cases grouped by the Date only. For reference, please visit SuiteAnswer #49983 Saved Search > Remove Time Stamp from the Date Created Column. I hope this helps. - Michelle…

Hi @"CDuf", I suggest to do the following: * Clear cache & cookies, delete browsing histroy and rerun the custom report * Delete and redo the Cases by Customer Detail report Please let me know how it goes. Thank you. - Michelle Jabanes-Oracle Ask A Guru

Hi @"CDuf", Can you please confirm if you can set Cases by Customer Detail report to have it's own Drill Down Report? Also, how did you create these two custom reports? Thank you. - Michelle Jabanes-Oracle

Hi @"Mark_BRIT", The Start Time and End Time fields are not exposed on the reports. There is an existing Enhancement Request logged related to this under #115405 Searches > Calendars/Tasks/Events/PhoneCalls: Add Timed, Reserved Time, Start Time, and End Time fields to Criteria and Results tabs of searches on…

Hi @"CDuf" Good day! This is to acknowledge your questions and to inform you that we will further review these. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. - Michelle Jabanes-Oracle

Hi @"kmd_14170", It appears that the problem your described is not something that can be controlled by NetSuite since the system's ability to capture and save emails as cases does not identify emails that are spam. However, you can setup a Filter on your Exchange Server to check messages coming from a bogus/spam email…

Hi @"PaulFleetwood", The date completed on saved search is populated when the Status of the event is set to 'Completed'. But it clears out again, if you change it to any other status again. On displaying the field on Events, this is not yet available, but has already been filed as an Enhancement # 161574 Activities >…