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

Hi @User_YPQHT Are you using the same role? How about the browser's version? Is it updated?

Is this a new role assigned to the user? Have you checked for restrictions like classifications? Are you good in keeping that new role to this user?

Thank you for updating us in this thread, @JanKrejcik

Hi @User_L8FNG Are all users in the same role experiencing the issue? Are there any workflows or scripts running in this form or record?

Hi @naresh_reddy How did you configure your dashboard KPI? Please try the step below. Navigate to Home > Dashboard Click Personalize Dashboard Click Key Performance Indicators Portlet Click Setup Click Add Custom KPIs Select the Saved Search created Click Done Range: Select This Month Compare Range: Select Last Month…

@User_QBFWY これはスナップショットによって異なります。この問題をさらに調査するためのサポート・ケースを作成することをお薦めします。ケースの作成にサポートが必要な場合はお知らせください。

Hi @User_H43BJ Just checking if you were able to see previous comment. We'd appreciate if you can provide us the information for us to be able to check on this further. Thank you.

Hi @User_Q1DPO, 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 @User_NJKAD 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 @User_2OF6Z 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…

Hi8 @User_NJKAD It may take several hours. In some cases, it may take up to 24 hours. Please let us know if you have further questions. Thank you.

Hi @User_2OF6Z A sales rule is a set of parameters for how NetSuite assigns potential customers to sales reps. Sales rules are based on standard and custom fields found on lead, prospect, and customer records. If you do not have the Sales by Location field, have you tried using the City, State or Zip/Postal Code instead?

Hi @User_Q1DPO, You can do this through workflow. See SuiteAnswers ID 66731 as a reference on how to create a workflow. Also, as previously mentioned in your other thread, you can use a script. https://community.oracle.com/netsuite/english/discussion/comment/16887320#Comment_16887320 If this is dunning, you can check out…

Hi @Kedalene, Please make sure that the role has permission to these following records. Thank you.

What type of roles are these? Did these roles come with a bundle?

@yuki nomoto様 ScruiteScriptのようなロックされたフォルダ・レコードの「グループによる制限」フィールドを使用する機能は、機能改善要求#205578として記録されます。SuiteIdeasにアクセスし、この機能改善に投票してください。 参考になれば幸いです。ありがとうございます。

Hi @User_H43BJ That is how it was set. Please see below. For reference, see SuiteAnswers 87470 System Notes v2 Workbook.

Hi @BM136 The ability to separate permission for global and saved searches is logged under enhancement request #415347. As a workaround, you need to review each saved search and add a restriction. I hope this answers your question. Thank you.

You're welcome, @User_Q3A12! 😊

Hi @KH 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 you'll also…

Hi @User_LWGFZ 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 @ESmith2014 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 @KH Try to create the support case through SuiteAnswers. Click Contact Support. Select Create Support Case. Let us know how it goes.

There are no criteria, but the more votes you get, the greater the chance of it being checked by our Product Management team.

Hi @ErinMurphy, 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 @User_H43BJ The ability to pull up a report or saved search that will show the roles assigned to the employee at a specific date or who assigned it is logged under enhancement request #328245. As a workaround, navigate to the Employee record > Access tab > History subtab. You will see the date/time of the roles assigned…

Hi @User_Q3A12, Navigate to Setup > Company > NetSuite Account Information > View Billing Information. Click the Billable Components subtab and look for Specialized User: CRM in the Component column. The Current Provisioned Qty column shows the number of users to whom you can assign this role and the Current Used Qty are…

Hi @ESmith2014 When voting on an enhancement request, we highly suggest including the importance of the feature you are requesting. We in the support could really not tell as to when the enhancement will be implemented, but rest assured that our Product Management team periodically reviews these enhancement requests.

Hi @User_LWGFZ These are the SuiteAnswers articles that will help you with your import. Answer ID 9973 Guidelines for CSV Import Files Answer ID 9933 General CSV Field Mapping Tips Answer ID 9972 General CSV File Conventions

Thank you, @Able Wilson. @Vishnu M, The fields can't be modified in the search. I suggest voting on the enhancement request and adding a comment to highlight the importance of this feature for your business needs.