If you create a new field and apply it to a record type, it will not be readily visible in the mass update field selection option section. To make sure the field is available, you have to click ‘Save and Apply to Forms’ and mark the checkboxes to show the field in the standard/custom form… Continue reading How to show hidden fields in mass update field options
Tag: mass update
Enable the Available Without Login on image file records stored in File Cabinet
To display images on your website, they must be marked as “Available Without Login” in the File Cabinet. There are 3 possible ways this can be handled. Methods to Set ‘Available Without Login’: 1) During the Initial ZIP File Upload When uploading images as a ZIP file for the first time, the checkbox can be… Continue reading Enable the Available Without Login on image file records stored in File Cabinet
Mass uploading deposits
Requirement: One of our partners reimburse us for the funds incurred on Employee paid leaves, for example, maternity leaves. We get lot of deposits everymonth and we need to find a way to mass upload them into the system as it is manual now and error prone. Can anyone suggest whether there is a way… Continue reading Mass uploading deposits
Mass Update for Dunning Manager Change
A mass update is the best option to change the dunning manager in the customer record. List>Mass Update>Mass Updates From the General Update action Choose “CUSTOMER” Then in the criteria provide the Dunning Manager name, which needs to be changed Then click on the Mass Update field tab Click on the Dunning Manager option and… Continue reading Mass Update for Dunning Manager Change
Apply Checkbox is Not Available on the Mass Update Preview Results Page
When defining criteria or filters for a mass update (Lists > Mass Update > Mass Updates), the user may preview the results before running the actual Mass Update to ensure only intended records are included in the process. In the Mass Update Preview page, the Apply checkbox is automatically checked for all records that fall… Continue reading Apply Checkbox is Not Available on the Mass Update Preview Results Page
Performing Mass Updates for Sales Team Members
Request: How can I perform mass updates to manage an individual sales rep’s membership in a sales team across multiple customer accounts in NetSuite? Solution: NetSuite provides a convenient feature called “mass updates” to efficiently manage an individual employee’s (sales rep’s) membership in a sales team across multiple customer accounts. There are three types of… Continue reading Performing Mass Updates for Sales Team Members
Mass Update of Customer Records to Set the Email Preference to PDF
Scenario The user wants to update the email preferences of several customers to PDF in bulk. Solution Navigate to Lists > Mass Update > Mass Updates Drill down General Updates Click Customer Title of Action: Enter title Click CriteriaNote: Add criteria to your preferencesIf we want to update only the Customer and need not consider the Leads or Prospects then use the criteria “Stage”… Continue reading Mass Update of Customer Records to Set the Email Preference to PDF
Mass Updates for Variance Accounts
Use the following procedure to mass update variance accounts. To update the variance accounts on records using mass update: Go to Lists > Mass Update > Mass Updates. Click General Updates. Click a mass update link. Set any necessary criteria. Click the Mass Update Fields subtab. Click Perform Update. Click Preview. Records are updated according to the settings you have… Continue reading Mass Updates for Variance Accounts
Mass updating of content type in e-documents template.
Goto lists>>mass update>>mass updates >>select action>>general updates>>edocument templates. >>select the criteria. >>select the result(columns) you want to display. >click on mass updates >>check the field you want to mass update.(content type) >>give the value that you want to update. >>click on perform update. >>save.
Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search
Scenario The user would like to perform a mass update for Sales Transactions and has used a transaction saved search’s criteria to filter the records to be updated. However, when previewing results, no records are found. When running the saved search, there should be a number of records returned Solution To check: To resolve the… Continue reading Transaction Mass Update: No Search Results Match Your Criteria when using criteria from saved search