Anyway it allow sales role to see all opportunities no matter who the rep is?

Case (Sub) Types. Is there a way to create nested (ie linked) Case sub types such as below? Thanks - Problem • Backend • UI

Is there a way to update/modify a Group (i.e., Sales Team) via CSV? We have a large number of Sales Teams and I need to add and delete members often. It would be a huge help if I could do it via CSV (or mass update).

seeing an error with support cases - editing and saving a support case is now yielding an unexpected error, was working fine yesterday - no scripts or workflows are running on cases

anyone else?

I've had things like that happen due to custom fields

i was thinking it might have been a result of whatever maintenance update happened last night

Seeing the same issue on our end. There is a known defect, per NetSuite, and they will have it resolved within 24 hours. It is set as a U1 urgency level. "*Defect 620644:* Lists > Support > Tickets > Edit Case Record > Change the Status to Closed and Save Throws Unexpected Error"

Hello! Has anyone ever integrates Salesforce with NetSuite using a middleware? We are looking at Commercient and I was wondering if anyone had experience with that tool?

Hi all, I'm wondering how others have dealt with this... My sales team is asking for a way to keep track of visits that they do with customers (meeting, cold calls, etc.) How would you keep track of this? Would this be a custom form for an event type activity?

Hello, we just moved from Salesforce to Netsuite for CRM and Support (Cases). We don't have Case forms - customers send emails, which creates the Case. Since moving to Netsuite, the perception is that spam has increased significantly. We don't think it's that so much that the spam is more visible because we had routing rules in Salesforce that moved most of the spam to a Trash Queue before routing cases to Support Queues. Any suggestions for Netsuite? I was hoping we'd be able to stop them from coming into Netsuite on the Outlook server, but our IT team doesn't think we can, that the forward to Netsuite is before the spam filters run. Would be grateful for any suggestions. Thanks!

We have to block the spam sender from the Outlook server, but it's after the spamming has started.

Perhaps setting up a mailbox with some forwarding rules that can send it to your listener that way?

is there a new NetSuite for Outlook tool

Hi All, Question regarding the customer portal. We have an existing customer role, lets say Customer Role A. We have been using this Customer Role A for a while now and we have some come custom reports that we show on the customer portal. These reports are linked via suitelets. I have set those suitelets to run for Customer Role A only. Now we want to make a new Customer Role B and we do not want those reports to show for Customer Role B but the custom suitelete reports are still showing as links on the customer portal. Thankfully if customer B clicks on the link it says you don't have the correct permission but we don't even want to show the links. We can't make a custom customer center...so not sure what my option are here? Am I stuck showing the custom report link to Customer B?

Hello! I need a way to concatenate contact email addresses based on their role to the customer record. Right now, it will pull a contact email if they have the required role, but for a different customer record. I have built a summary saved search to push the emails to the customer record, so we can utilize them for automated billing/shipping emails, but I can't find a way to limit or expand the contact emails to JUST THE ROLE for the CUSTOMER RECORD. Example: I need emails for all contacts witht he Billing Contact role. Contact 1 and 2 are attached to Customer A. Contact 1 is Billing contact role and Contact 2 is Shipping contact role. BUT Contact 2 is Billing email for Customer B. With this scenario, both Contact 1 and 2's email will show in the Billing Email Concatenated field for Customer A, since Contact B has a role of Billing contact, just not with Customer A.

Hi all, I'm trying to send emails using Marketing Campaign in sandbox. The line shows 'Sent' but I don't get any emails, nor the email shows under Marketing tab of Lead/customer. Is it because I'm in sandbox? Or am I missing something? Thanks in advance!

HI - We are setting up a sales campaign and would like to attach activities to it (phone calls, events, task). I've not used the CRM before & its not obvious how do to that. Can anyone help?

Has anyone setup quotas based on customers?

We're trying to find where we can edit/add CRM Opportunity statuses and probabilities. We've looked everywhere we can think of but can't find them. Thanks!

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Does anyone know how to get the new CRM add-on that is available for the new release 2022.2

Hi guys Need help with a custom Lead form - I have set the country name as a mandatory field in the customize form settings but there is not * indicating its mandatory and we can still save the record without the name. Any thoughts on how to fix this?

--Cross posted-- I have a client asking about putting a Sales Order on hold and I am not sure the best answer. In this situation the SO have been Approved by accounting and cleared for shipping... The status is Pending Fulfillment. Then, for a few different possible reasons, they want to 'pause' the shipment pending some other unspecified event. They have asked about a new status but I dont think that is even possible, and if it was I would not like to do that. So my question to you is, how to HOLD an Pending Fulfillment Sales Order? I know I could just put a check box on the form and they MAY be what I do but I wanted to see if there are other ideas?

Hello Team. Do you have a guide on how to implement Case Management?

How to use Other Record Fields in CRM Records?

Hello, Can I disconnect Opportunity status from the probability? So when a user changes the status it won't change the probability? TIA.

Has anyone managed to run/create more than one pipeline within NS?

Issue #: Filter Assignee field on Case by subsidiary Context: When creating a case, the Assignee field displays all support reps regardless of their subsidiary. What I want is to see only Support reps that belong to the subsidiary of the case. What I found: This is the default behaviour of NetSuite and it cant be changed. Possible solution: Create new dropdown field that and filter values based on Subsidiary. Is there a better solution ?

Client Use Case : Vendor Case Identification Behavior Background / Relevant Business Context: Our concern is related to a functional difference in how CRM handles customers vs. vendors. Here's what's happening: 1. Customer Case Identification Behavior: When a case is created (e.g., via email or manually), NetSuite tries to match the incoming email to a Customer or Customer Contact. This is possible because: • NetSuite automatically checks both the email address of the customer record and the email addresses of related contacts listed under the Relationships > Contacts subtab. • This behavior ensures that support cases can be linked to customers even when they come from secondary or associated contacts. 2. Vendor Case Identification Behavior: In contrast, for Vendors, NetSuite: • Only checks the primary email address on the vendor record itself. ◦ Does not search the vendor’s contact list (also under Relationships > Contacts subtab) for a matching email when associating a case. Ideally, the behaviour of Vendors would be the same as the behaviour with customers. You through some light on this Is there a config ?