Hi @tech work , Thank you for creating this thread. Because there is no such report for emails in NetSuite, some partial results can be accomplished through saved searches. Our community user Tigran suggested you another saved search in a past thread : Reports for emails and messages, I am not sure if you manage to review…

Greetings, everyone! We have a fellow member, @Berkley Guse who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @George Mihaylov, May I ask to see some screenshots of your Saved Search Criteria and Results tabs (please hide sensitive information if any) in order to see what you try to set on the search form? Thank you and best regards,

Greetings, everyone! We have a fellow member, @KevinWong ,who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @User_JKLFU, If you try to set up a Quick Search Portlet, as in SuiteAnswers article ID 8406, will the RFQ appear there? Thank you for checking and best regards,

Hello @Gustavo_VM , About your reports query, what is the name of the report(s) you are trying to pull ? What data are you interested to see through that report ? Are you using a role that is supposed to see across all departments and subsidiaries (such as Administrator), or a more restricted role? Can I see the filters…

Hi @tech work , I would need to know if you managed to check my previous questions and permissions recommended. Do you still need assistance with this matter?

Hi @tech work, I would like to follow up on this thread. Did you manage by any chance to check my previous message? Thank you and best regards,

Hi @Eli L , I would like to follow up on this thread. Did you manage by any chance to check how can be applied my last message to your promotion configuration? Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread…

Hi @Lee Ann R , Did you try to set the Purchase order permission for that role on none? It's on the Transactions subtab on the role record. This should not remove the link from the custom form and will restrict the role for seeing purchase orders completely. Thank you for checking.

Hi @Ben Belzer , I would like to follow up on this thread. Did you manage to change the opportunity status? Tigran also enclosed a screenshot of the opportunity record in a previous message. Is it the same field on the form you use? Does the % field change automatically when you set the status or you need to change it…

Hi @tech work , Do you have team selling enabled? This custom role is a sales role (sales person or sales manager)? Is the user allowed to view data across departments? Do you want the user selecting the role to only be able to select the field value or to actually edit that record? Some basic permission for your…

Hi @tech work , Even when you inactivate the prospect and contact records, still you can manually send emails. In case you send marketing campaigns, newsletters etc. the best is to prevent sending messages by setting the subscription status Opt Out. This works with Subscription management feature by setting the…

Hi @Ben Belzer , This is not a workaround, this is how we associate Opportunity status with corresponding probability score, in order to determine some forecasts based on this data. As you create new opportunities, assign them a status to reflect how far they are in the negotiation process. NetSuite assigns each status a…

Hi @Dext3r , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Greetings, everyone! We have a fellow member, @Benjamin Paul - USA who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Ivan Babiichuk, Thank you for creating this thread! Please allow our gurus/members to look into this and update you for any findings. To other users who may have insights with regard to this topic, feel free to add your comments by replying to this thread. Kind regards, 

Hi @Able Wilson , Unfortunately at the moment we cannot send email confirmation for a transaction record being deleted. There might be a way by creating an UserEvent Script as an alternative. Please let me know if you are confident with running scripts in NetSuite so that I can I can ask my colleagues from SuiteCloud team…

Hi @tech work , Unfortunately the answer is that there is no such report to gather all email sent in a particular timeframe, we need to use the workaround to get this data through saved searches. You can try to make an enhancement request via SuiteIdeas (as suggested in the other thread created earlier). An enhancement…

Hi @Eli L , My suggestion would be to use Exclusive promotion instead of Order type exclusive promotion and also to create an item promotion as Able recommended. This promotion will not automatically apply for Minimum order amount, but the item one will apply. Please test this setting (as highlighted in screenshot) and let…

Hi @tech work, Because there are many ways to send emails from NetSuite, there is no specific report to include them all. You can make some suggestions of enhancements for NetSuite in SuiteIdeas (following this SuiteAnswers article : Steps to Navigate to SuiteIdeas). Our colleagues from Product development will review your…

Hi @Peter Bergsma, Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Greetings, everyone! We have a fellow member, @User_4ZPCS, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Benjamin Paul - USA, Please check all needed details in the SuiteAnswers article linked below: When a Sandbox Account Expires When a sandbox account is not renewed and expires, the status of the sandbox is set to inactive. Users are no longer able to log in to an inactive sandbox account. Administrators can view the…

Thank you for posting this thread, @User_32GQL . Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Vernita , Glad to have you with us today. Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights.

Hi @User_3TTVS , May I ask how the Order Type Exclusive Promotions is set up? A screenshot is useful to check the settings (please have in mind to blur out sensitive information such as account numbers, personal identifiers, customer names etc. if any) Thank you and best regards.

Hi @Ben Belzer , NetSuite automatically changes the Document Status to Closed - Lost if the Probability of the Customer/Opportunity Status used on the Opportunity is below 1%. Enter a probability that the deal will close. NetSuite uses this probability to determine the weighted total of the opportunity. If this one is set…

Greetings, everyone! We have a fellow member, @Paul Salkeld, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated!

Hi @Dev_Frank, I double checked and we have no similar issue reported by other customers. The fastest way to resolve this is to raise directly with our support team a case, mentioning that the issue happened after the Release upgrade was performed in your account. You need to detail for what specific field this happens, if…