Hi @Vernita , I would like to follow up on this thread. Just checking if you were able to see previous comment and if you had the chance to try the suggestion from SuiteAnswers. Best regards.

Hi @Mega-Tech , I would like to follow up on this thread. Just checking if you were able to see previous comment. 

@JPrice , thank you for the update! Please let us know if it goes fine with them or you need to resend the code.

Hi @Vernita , Please try the solution from SuiteAnswers article 14163 : Navigate to Setup > Users/Roles > Manage Roles Note: Use the Administrator Role Custom Role: Click Edit Permissions: Select Make Journal Entry Permission Level: Select View Select Find Transaction Permission Level: Select View Click Lists Permissions:…

Hi @Vernita , Indeed, after the current upgrade to 2024.1, there are changes to Domain Keys Subtab in Email Preference. This is detailed in the release notes for your account, but I made a copy of the main changes below: The Domain Keys subtab of the Email Preference page has been renamed to Email Domains (DKIM). Many of…

Hi @Mega-Tech , Thank you for pointing out the 'resources' type of the event record. In this case I would check also in Lists>Resources> to be on View only and eventually Generic resources (also on View) if you use these. Also, I will need a bit of context of how the user manages to create those events. Is it any…

Hi @Ben Belzer , I understand that you have specific settings for different types of records, only that the duplicate detection works as intended if you set the criteria just to 'domain'. It is normal to see the records as duplicate if you ask the system to read just the domain as part of the duplicated element. There is…

Hi @User_NG5TG , Yes, it's a formula, please look into the screenshot below: For results were used: I hope these details help. Best regards,

Hi @ksage , I cross checked and indeed, the solution required is more complicated. You should reach out to your developers since it might require custom solution. Best regards,

Hi @Ben Belzer , Thank you for detailing your issue. You mentioned that you are aware of the Email full option to identify duplicates. I need to know what criteria do you use to identify duplicates? Is it the email address? Is it set to Email (full) to identify duplicates? This option will show as duplicates only if the…

Hi @JPrice , Thank you for checking the tags. If you replace the internalID from formula with one item internal ID from your account, as in example below, would it pull out the data? The tag should be correct, but does it pull the right item data? Did you manage by any chance to check with your contacts at trustpilot? Does…

Hi Cristopher, The Global Permissions feature allows users with the Administrator role to assign permissions that apply across all of assigned roles of employees. With global permissions, users with the Administrator role can make changes to each employee's permissions directly on the employee record. So this would not go…

Hi @@Ben Belzer , I would like to follow up on this thread. 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 helpful. This will aid the others with the same question to easily find the correct answer. 

Hi @Ben Belzer , The system just displays possible duplicate records and flags them, based on some specific criteria (email address, company name, it's up to you to chose what this criteria of search for duplicates is). It is up to you to decide if these records are indeed duplicates and sort out the records (either merge…

Hi @JPrice , Thank you for checking. When you use these Web Site Notification synthetic fields, replace item.internalId with a valid item internal ID from your NetSuite account. This could be in the form of a constant number or a field containing the internal ID of the item for example, itemline.item.internalId (as…

Hello Amar Nath Kr Upadhyay-Oracle, I would like to follow up on this thread. Do you still encounter the unexpected error message when you access Setup->Company->Email Preference? Did you manage to check on Click here in the error message to try and report the issue with our customer support team? Please don't forget to…

Hi @User_K51C7, I would like to follow up on this thread. Just checking if you were able to see previous comment. 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 helpful. This will aid the others with the same…

Hi @tech work , Was the export to Excel files useful to process data from saved searches? 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 helpful. This will aid the others with the same question to easily find the…

Hi @User_NG5TG , I would like to follow up on this thread. 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 helpful. This will aid the others with the same question to easily find the correct answer.

Hi @ksage , My colleague from Data Analytics team suggested the following modification: Original formula: CASE WHEN {entitystatus} !='OPS - Processing LIVE' THEN SUM(DISTINCT({projectedtotal})) ELSE 0 END Correct formula: CASE WHEN MAX({entitystatus}) !='OPS - Processing LIVE' THEN SUM(DISTINCT({projectedtotal})) ELSE 0…

Hi Cristopher, May I ask if the users able to create tasks in the calendar have on their employee records some additional permission for tasks under Access tab -> Global permissions tab ? @Mega-Tech Thank you for checking.

Hi @Ben Belzer , If you identify duplicates based on matching email address, you can set duplicate criteria on Email (full) to identify duplicates only if the full email addresses of two records match exactly. If you set duplicate criteria based on Email (domain only), the domain names listed below are not considered when…

Hi Amar Nath Kr Upadhyay-Oracle, If you try to click on the link provided in the error, are you able to report this issue to our support team? Will you please provide us with a screenshot of the issue (please have in mind to blur out any sensitive information such as names, company IDs etc.) if any. Thank you and best…

Hi @User_K51C7, I will try to answer your questions one by one: The tasks I created is showing in My Calendar but not on our shared calendar. what am I missing? Did you set the calendar preferences ? here's how to do it: Click the Activities tab. In the page header, click Calendar Preferences to view the Personal Calendar…

Hi @tech work , Unfortunately these cannot be combined because they are different types of saved searches with different criteria. You can try to export the results you receive and process a bit the results in Excel to better suit your needs. Once you will make the exports, you will see that the results of these searches…

Hi @Able Wilson , I would like to follow up on this thread. 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 @JPrice , I would like to follow up on this thread. Did you manage by any chance to check with your contacts at trustpilot? Does it require any modification on their end that integrates with the email template? In my previous email I tried to translate the CRMSDK tags into sample list tags, did you have the time to…

Hi @aisaadaniya, Having thoroughly examined all potential reasons for your concern and still experiencing the issue, it is advisable to initiate a support case for further investigation into the backend logs. If you need assistance in filing a case, please let us know so we can assist you.

Hi @User_NG5TG, Please try below formula and check if this is what you need: CASE WHEN {systemnotes.field} = 'Exp. Close Date' AND TO_DATE({systemnotes.oldvalue},'MM/DD/YYYY') BETWEEN TO_DATE('1/1/2024','MM/DD/YYYY') AND TO_DATE('3/31/2024','MM/DD/YYYY') THEN 1 ELSE 0 END Best regards,

Hi @ksage , Thank you for these details. This formula request is quite complicated and I need to check some details with our experts in Data analytics, as it is not a standard request from community users. I will be back to you with more details.