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

Hi @Sam Chiu TP/TW As per checking, the feature you are looking for is not available in NetSuite. I suggest submitting a new enhancement request for this feature at SuiteIdeas.

Hi @User_IUY7H , Please log out and login again. Let me know if this works this time. Thank you.

Hi @Kent K. This tag only applies to Employee, Customer, Partner and Vendor when you give them access to your NetSuite account.

Hi @Dext3r I suggest not relying solely on the available fields in the dropdown menu. Are these fields present in the actual custom record? Could you send a screenshot of the specific field you want to populate from the custom record? Note: Please hide any confidential information before posting the screenshot in reply.

Hi @Razvan Mesteriuc, The Stage field indicates whether the customer is a lead, prospect or customer. If a customer record is defined as a Lead and then that customer record has an opportunity record, the customer record Stage field will automatically be updated to reflect the new prospect stage. After the opportunity…

みなさん、時間です！ 正しい解答とその説明については、次の詳細を参照してください。 回答: D. 「自分のロール」ページに移動し、目的のデフォルトのロールを探します。3つのドッ ト・アイコンにマウス・ポインタを重ねて「デフォルトにする」を選択します。 送信電子メールの合計電子メール・サイズ制限は15MBです。この制限は、電子メールメッセージの内容とすべての添付ファイルに対するものです。 電子メールおよび添付ファイルのサイズ制限の詳細はSuiteAsnwers ID 107445を参照してください。 New to NetSuite ページにある他の有益な記事をチェックして、NetSuiteを最大限に活用しましょう！

O tempo está acontecendo, pessoal! Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta: D. Vá para a página Minhas funções > procure a função padrão desejada > passe o mouse sobre o ícone de 3 pontos e selecione Tornar padrão. Você só pode definir a função padrão na página Minhas funções.…

¡Se acabó el tiempo! La respuesta correcta y su explicación figuran a continuación: Respuesta: D. Vaya a la página Mis roles > Busque el rol predeterminado deseado > Pase el cursor sobre el icono de tres puntos y seleccione Establecer como predeterminado. Solo puede definir el rol por defecto en la página Mis roles. Nota:…

Time's up, everyone! Kindly see details below for the correct answer and its explanation: Answer: D Go to the My Roles page > Look for the desired default role > Hover over the 3 dots icon and select Make Default. You can only set the default role in the My Roles page. Note: There is no Default Role checkbox in records. To…

Hi @User_2CE7R Please feel free to post another question if you decide to create one and have questions after creating the workflow.

Congratulations! ✨

Hi @User_2CE7R I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Mitchell Carlisle I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily,…

Hi @Dext3r From which record are these fields from? ${contact.entityId} ${entity.entityId} ${contact.firstName} ${customer.entityId} ${customer.firstName} If it is a custom record, what is the custom record id?

Hi @Dext3r When you merge both records, which is your master record? Is it the lead or the customer?

Hi @dle_35705, In addition to what @markbell10 mentioned, you can add permissions directly to the employee record. Navigate to the employee record Access tab > Global Permissions > Add Customers.

Hi @User_2I30C I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Lee Ann R You need to allow Transactions in your preferred Customer/Lead/Prospect Form. Go to Customization > Forms > Entry Forms Edit your preferred Customer/Lead/Prospect form. Under Subtabs Tab, please make sure Sales is checked to Show and notice the Label the name for Sales. Under SubLists tab > Sales Subtab >…

Hi @dle_35705, I agree with @Tigran Shahnazaryan and @markbell10. If you found their reply helpful, please “Yes” on the “Did this answer your question?” in his comment. You’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies, and you will also get…

Hi @Mitchell Carlisle Navigate to the CEO's employee record > Access tab > Global Permissions subtab > Add Publish Dashboards permissions. This should let the CEO publish its own dashboard to the same center type role.

Hello @d3xt3r You are trying to merge two different types of records. The ability to merge a Contact to Lead record is logged under enhancement #241284. I hope this answers your question. Thank you.

Hi @User_NG5TG, The ability to be able to convert existing contact records to lead records is still a system limitation within NetSuite. This is logged under enhancement #34548. I hope this answers your question. Thank you.

Hi @User_2CE7R The email address in the email message window pulls the information from Customer record > Preferences > Send Transactions Via Email. Coordinated this internally, and was advised that this is possible through workflow. You may use a set field value action to set the new email address. I hope this helps.

Hi @Mitchell Carlisle, Please know that you need another role with the same center type to publish a dashboard. As per testing, I have my custom NSC CEO role with the same center type of the Standard CEO role. I added Publish Dashboard permission to my NSC CEO role and I was able to successfully publish the dashboard to my…

What do you mean by you cannot edit the role? Are you logged in as the administrator? You can add the Publish Dashboards permissions by navigating to your custom CEO role > go to Permissions tab > Setup subtab. If you are using a standard role, you need to customize it and add the required permission and assign it to the…

Hi @Mitchell Carlisle, What settings or dashboard are these? Have you tried publishing the dashboard to the same center role? 

Hi @A K M Farid, This is logged under enhancement request #133899 Convert Estimates to partial Sales Orders > Select half the items from the Estimate to convert to Sales Order and then go back later to that same Estimate to convert to 2nd sales order. The 2nd sales order should select the remaining items only. As per…

Hi @User_2I30C Please follow the steps below using the administrator role. Navigate to Setup > Users/Roles > Manage Roles Locate the custom role for your Developer and click Edit You should see Permissions tab > Setup subtab I hope this helps.

Hi @User_2I30C Only the administrator roles can have access to enable features. And to give the REST web services and Access Tokens Permissions, navigate to Permissions > Setup. I hope this helps.

Hi @BM136 I agree with @Chelsea Jacobs. If her reply helpful, please “Yes” on the “Did this answer your question?” in his comment. You’ll be able to aid the community to find the solution much easier and faster without the need to read through all the replies, and you will also get closer to earning your next Answer…