Jcurve Support Articles

Search This Hub

CRM

Mass Updating Partners

When you enable the Multi-Partner Management feature, NetSuite makes the mass updates functionality available for partner information.

CRM

Mass Updates > Transactions > Bulk Email > Send Email With a PDF Attachment

User running a Transaction Bulk Email using Mass Update is only sending attachments with an HTML file, even if theEmail Preference in the Customer record is set to PDF.

CRM

CSV Import > Add New Leads with Multiple Contacts

User would like to import Leads with multiple Contacts via CSV.

CRM

Error: "Please Enter a Value for Amount" Received During CSV Import

When Importing a CSV File, the following error message is received: "Please enter a value for amount."

CRM

Adding and Removing Members of Groups

Dynamic group membership is updated automatically as the results of the saved search change. You must add and remove members of static groups manually.

CRM

Resolve: "An Unexpected Error Occurred" When Viewing Project

SCENARIO

WhenAdvanced Project Profitabilityfeature is enabled, customer gets an unexpected error when viewing/editing projects and project list.

SOLUTION

A possible reason of the unexpected error is missing configuration in the Project Profitability setup which might be deleted by a user.By default, a standard configuration is added whenAdvanced Project Profitabilityfeature is enabled. To resolve the error, user can do either of the following:

Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
1. Navigate toSetup > Company > Enable Features
2. ClickCompany
  - Advanced Project Profitability: EnterCheckmark
3. ClickSave
  Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
Create a new configuration:
1. Navigate toSetup > Accounting > Project Profitability
2. ClickConfigurations
3. ClickNew
4. Define all settings as needed
5. ClickFinish
  Note:After saving, user will be redirected to Project Profitability Setup page
6. P&L Default:select the created configuration
7. ClickSubmit

CRM

Access Levels for Project 360 Dashboard

Access levels determine which information about the Project 360 Dashboard are shown depending on your role. The system filters the list of projects to show based on the access level given to you.

CRM

CSV Import of Sales Order > Error: "You can not create Inventory Detail"

Users may encounter Error: "You can not create Inventory Detail" while doing a CSV Import for Serial / Lot Numbered Item on a Sales Order.

CRM

Creating a New Event Record

Go toActivities > Scheduling > Events > New.

CRM

Resolve Error: "Invalid Reference Key XXX Accounts Payable for Subsidiary X" on Purchase Order CSV Import

When uploading a Purchase Order via CSV Import and the errorInvalid Reference Key XXX Accounts Payable for Subsidiary Xis encountered, this is because the Accounts Payable used is not available on the User Interface. This is usually populated by an Asset or an Expense account. Field mapping as follows:

CRM

Viewing List of Subscription Messages Sent to a Recipient

You should avoid sending recipients multiple, repetitive subscription invitation and confirmation messages. You should verify how many of these messages were previously sent before you send another message.

CRM

Campaign Email Limits

If you have not set up DKIM and an email domain, you are limited to 10,000 messages per campaign.

CRM

Weekly Timesheet Does Not Show Planned Time Tab Even if Project Management Feature Is Enabled

Weekly Timesheet does not show Planned Time tab even if Project Management feature is enabled

CRM

Project Management > Charge-Based Billing > Charges Not Available on Invoice Billable Customers pagenagement > Charge-Based Billing > Charges Not Available on Invoice Billable Customers page

When the user is trying to invoice customers for Charged-Based Billing Projects, some of the Charges are not available when navigating to Transactions > Customers > Invoice Billable Customers.

CRM

Project Resource Management is Stuck in Loading or Page Unresponsive

When the user navigates to Lists > Custom > Project Resource Management to open the Project Resource Management page, the user may experience the page to not fully load or becomes unresponsive.

CRM

Resolve Error: "Permission Violation" on Email File Attachments

User is receiving a Permission Violation error message when attaching file, which isn't located in the File Cabinet, to an email.

CRM

Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

Use CSV Import to update Hold field on the Customer record.

Solution

Create a CSV File with the Internal ID of the Customers to be updated
Navigate toSetup>Import/Export>Import CSV Records
Scan & Upload CSV File:

Import Type:SelectRelationships
Record Type:SelectCustomers Only
Select the CSV File
ClickNext

Import Options:

Data Handling:SelectUpdate
ClickNext

Field Mapping:

NetSuite Fields: SelectInternal ID
Your Fields: SelectInternal ID
NetSuite Fields: SelectHold
Click thePencil Icon

Default Value:SelectProvide Default Value
SelectOn
ClickDone

ClickNext

Save Mapping & Start Import:

Import Map Name:EnterName
ClickSave & Run

CRM

Update Custom Item Entry Form using CSV Import

The user wants to change the Custom Form of an Item Record via CSV Import.

CRM

Unable to See the Global Subscription Status Field in Entity Record in a Standard Form

Scenario

The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.

Solution

Navigate toSetup>Company>Enable Features
ClickCRM
Marketing Automation: Check the checkbox
ClickI Agree
ClickSave

To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:

Navigate toSetup>Marketing>Marketing Preferences
Unsubscribed to Marketing By Default: Remove theCheckmark
ClickSave

CRM

Confirmed Opt-Out is Missing

OnGlobal Subscrption Status,Confirmed Opt-Out is not on the list as a selection.

Jcurve Support Articles

Search This Hub

Product Areas CRM

CRM

Mass Updating Partners

Mass Updates > Transactions > Bulk Email > Send Email With a PDF Attachment

CSV Import > Add New Leads with Multiple Contacts

Error: "Please Enter a Value for Amount" Received During CSV Import

Adding and Removing Members of Groups

Resolve: "An Unexpected Error Occurred" When Viewing Project

SCENARIO

SOLUTION

Access Levels for Project 360 Dashboard

CSV Import of Sales Order > Error: "You can not create Inventory Detail"

Creating a New Event Record

Resolve Error: "Invalid Reference Key XXX Accounts Payable for Subsidiary X" on Purchase Order CSV Import

Viewing List of Subscription Messages Sent to a Recipient

Campaign Email Limits

Weekly Timesheet Does Not Show Planned Time Tab Even if Project Management Feature Is Enabled

Project Management > Charge-Based Billing > Charges Not Available on Invoice Billable Customers pagenagement > Charge-Based Billing > Charges Not Available on Invoice Billable Customers page

Project Resource Management is Stuck in Loading or Page Unresponsive

Resolve Error: "Permission Violation" on Email File Attachments

Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

Solution

Update Custom Item Entry Form using CSV Import

Unable to See the Global Subscription Status Field in Entity Record in a Standard Form

Scenario

Solution

Confirmed Opt-Out is Missing

Quick Links