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Absolutely understood, appreciate your help. Was mostly looking to see if there were any well known alternatives that I wasn't aware of. Thanks for your help and have a great day!

Hi @Michelle Jabanes-Oracle , I'm not sure I follow. For example: Test Customer bought a membership so they are converted to a Customer record with the status CUSTOMER-Closed Won. Their membership expires so ideally their status changes back to a "prospect" so we can run through the Customer Sales Cycle again - but since…

Hi @Michelle Jabanes-Oracle - I looked into the Contract Renewals and appears it's something we'll have to talk to our Rep about adding on. For now, looking for free options. Thanks!

Hi @Michelle Jabanes-Oracle , Thanks for responding! We only want 1 customer record per company. Creating the Lead record the first time works just fine, but once a transaction is created it converts it to a customer. Once the year membership is up we want to go through the sales cycle again (Lead, Prospect, Customer). I…

Hi @Red Velasco-Oracle thanks for your reply. Re: Custom Transaction Body Fields with Source Filtering: You can create a custom transaction body field for price levels and set up a Source Filter to limit available options based on criteria. Do you know how this would work with multiple line items? Do you have an example of…

Hi @Red Velasco-Oracle - thank you for your reply! I ran into an issue where my approach will NOT work for Opportunity records because sublists aren't available via workflow. Is there another way I can implement the same logic on the Opportunity record so I can utilize the dependent dropdowns? Additionally, is it on…

@mark petzold - any chance you created a Suiteidea I can vote for? We are looking to turn these off as well. Thanks!

This was helpful - thank you! LTRIM(REGEXP_SUBSTR({name},'[^:]*$')) I found this one works best REGEXP_REPLACE(REGEXP_SUBSTR({name},': [^:]+*$'),': ','') This one doesn't show the field name if there is no parent CASE WHEN {parent} is NULL THEN {name} ELSE {feedname} END This says Field Not Found - guessing feedname…

Thanks Michelle!

Hi - does anyone know if there's any answer to this somewhere? Thanks!

Thanks for your reply @Janakan ! It's too bad it's locked and unmovable. The closest I found is a SuiteAnswer article on how to hide it but I haven't tried it yet. https://suiteanswers.custhelp.com/app/answers/detail/a_id/42059/loc/en_US

Hi @Janakan - did you ever find a way to move the field? Thanks!

Hi @Michelle Jabanes-Oracle - thank you for the suggestion. I created an enhancement request for this. If anyone else sees this thread and thinks it could be helpful - please vote for it. It can be found in SuiteIdeas under: 775089 Unlink contacts from companies via import Thanks!

Hi @Veronica Steluta Mincior-Oracle - sorry for the confusion. This has nothing to do with multiple contacts with the same name. The issue is when you have a contact at company ABC then move the contact to company XYZ. Example: Jane Doe (Internal ID 123) is orignally at company ABC. We move Jane Doe (Internal ID 123) to…

Thanks for the reply @Jervin Nicholas Teopengco-Oracle ! I voted for that enhancement. For anyone else looking into this - the workarounds I've found to hide the Remove links on the Customer/Contact records are below: Create a custom sublist - however, if you want to be able to create new contacts/manage roles on the…

Hi @Veronica Steluta Mincior-Oracle - thanks for your reply! I'm curious about bulk removing the old company via csv. I'm able to go through 1 by 1 and remove them, but as OP @Janakan mentioned, removing 1000 companies manually takes a lot of time and effort.

Hi @Michelle Jabanes-Oracle - can you explain this more? If I change a contact from one company to another (either via import or manually) it keeps the old company attached instead of removing the old company and adding the new company. On the companies sublist on the contact record it shows 2 companies. Is your solution…

@Nicole Mendoza-Oracle okay perfect, thank you - that was my fear. Thank you for looking into this!

Hi @Michelle Jabanes-Oracle, great thank you! Can you please provide a link to the enhancement or the exact search terms? Any combination of "Enhancement 180802 : Unsubscribe Footer : Ability to modify the text that appears in the footer" I put in provides no results. Thanks!

Hi @Nicole Mendoza-Oracle - thank you so much for creating and testing this script! I've been testing it this morning. After looking into it, it appears this also only works on edit instead of on view. When you tested it, did the value show up when viewing the record? Here's what I did - please let me know if this worked…

Hi, Looks like this original enhancement request is 10 years old - is it still open or has there been a result? I searched in SuiteIdeas for 180802 and nothing comes up. Our marketing team would like the ability to embed the native footer into our own footer template. Thank you!

Thank you - I just had this issue and had to make sure the Primary Currency matched before the merge would go through.

Hi @Nicole Mendoza-Oracle, Thank you for your response! I like the idea, but it doesn't seem to work when using the "Update Primary" button. Unless I'm mistaken, there isn't a field that get edited when you Click Update Primary, edit, and select a role (Primary Contact) for a contact. It just gets changed on the contacts…

Awesome, thank you! Looks like my issue was because I didn't have the trigger on After Record submit. I updated the workflow to run on After Record Submit and the State to trigger on Entry and the following formula works as expected: Thanks for your help!

Hi @Nicole Mendoza-Oracle - I updated this script to a SuiteScript 2.0 User Event Script. It now works as expected. I pasted the script below in case there are any parts of it that you or someone sees that should be changed/optimized. If not, here it is in case anyone else needs a script that disallows duplicate contacts…

Thank you @Michelle Jabanes-Oracle ! I have voted for that suiteidea.

Hello - I know this post is 10 years old but wondering if either of you found a solution to this? Thanks! Paige

Thank you for your help @Nicole Mendoza-Oracle !

@Nicole Mendoza-Oracle Thank you so much! That worked and I can now delete the employees if necessary. The next issue that is that it will still throw the error if I'm editing a contact but NOT changing it to a duplicate email. I created a contact with an email of test@testabc.com and confirmed no other contact has that…

No problem, thank you for looking into it - I appreciate it!