Jcurve Support Articles

Search This Hub

CRM

Unable to Set the Reminder Type and Reminder Time on New Event When All Day Checkbox Is Checked

User needs to set the reminder type and reminder time on New Event when All Day checkbox is marked.

CRM

Show Customer Address on Case Record and on Email Templates

Scenario

CRM

Update Item Record to Add Price Level via CSV Import

User tried to update theItem Price Levelin theItem Recordvia CSV Import. The result shows that the import was successful but the Item Record was not updated.

CRM

Show Missing Events in Show Activity Window

User needs to show missing Events on the Customer's Show Activity Window.

CRM

User in a Custom Role Cannot Access Results on Event Saved Search Even When Event Permission is Added

When the Permission for Events is set to Full on the Custom Role, Events with Event Access of Show as Busy or Private are only visible to Administrator, Organizer of the event or Users that are listed under Attendees sublist.

CRM

Add Permission to CSV Import Bin Records

A custom role is unable to perform a CSV Import for bins. When navigating to the Import CSV File page, the selection for Import Type : Supply Chain andRecord Type : Bin is not available.

CRM

Effect of Adding/Updating Case Status on Case Searches

User needs to change or add a Case Status and they would like to know what will happen to their existing saved searches where the status is added as a filter.

CRM

Active Project Does Not Show Up on the Journal Entry Line Project Field

Go to Transactions > Financial > Make Journal Entry

CRM

Downloaded Project Table Does not Contain Project Data

The downloaded Project table does not contain project data.

CRM

Show Purchase Orders and Vendor Bills Under Related Records of Project/Job Record When Projects on Sales Transactions Are Not Consolidated

Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.

CRM

Basic Projects: Customer > Create New > Job/Project > Address Not Auto-Populated

When creating a new Job/Project, the Address tab may or may not be automatically populated, depending on the configuration set.

CRM

Purchase Order/Vendor Bill Is Not Showing Under Related Records Subtab of the Project Record

Purchase Orders/Vendor Bills are not displaying under the Related Records subtab of the Project record.

CRM

Requesting Read Receipts

Read receipts ensure that recipients have received a message, which is important when sending important information or time-sensitive transactions. With NetSuite, you can include read receipts on outgoing email messages to individual recipients.

CRM

Sending Email from Records

Email messages you send from NetSuite records are saved on the Messages subtab for each contact receiving the message as well as on the record you send the email from.

CRM

Mass Update > Invoice Notification > Change the FROM Email Address

User needs to change the FROM Email Address of the Invoices they are sending via Mass Update.

CRM

Create Event > Add Attendees > Email Checkbox is Automatically Marked

When creating an event in Netsuite, after adding a new attendee, the Email checkbox is automatically ticked. User would like to know if there a way to have it always be set to unchecked.

CRM

Deselecting Notify Attendees by Email Still Sends Out Emails to Event Attendees

Emails are still being sent out even after deselecting the Notify Attendees by Email checkbox in an Activity Record (E.g. Event Record).

CRM

Remove Internal Messages from Customer Notification Update on Cases

The user wants to exclude internal messages from the email notification sent to customers when a case is updated.

CRM

Resolve Error: "You have entered an Invalid Field Value XXX for the following field: custbody_seql_related_project" Upong Saving the Vendor Bill

Bundle: Sequential Liability | ID: 301860 | Version: 1.03.0

CRM

Resolve Undelivered Emails

To remove an email address from the Bounced Email Addresses list.