In NetSuite, custom roles provide you with the flexibility to create and adjust roles according to your specific preferences and permissions. With this, permissions are provided by NetSuite and determine what data and interface users have access to. Permissions are tied to roles, which are assigned to users. Depending on the role(s) a user is… Continue reading Custom Role Needs to have the Ability to Delete a Message in a Record
Tag: Message record
Attach email data to a record without sending an email
Emails attached to the records can be seen under the communication subtab. We can add a new email entry here by using the ‘N/message’ record without actually sending any email. Message records can be edited only during the create operation. After they are created and submitted, existing message records cannot be edited. Existing message records… Continue reading Attach email data to a record without sending an email
Add recipients when email send using Email button in Invoice record
Requirement: Add recipients when email send using Email button in Invoice record On hitting the Email button in the Invoice, autofill up to 4 contacts with a specific role under the Customer in the Invoice record in the “To” field of the email. Solution: The script was created for the message record (user event). The… Continue reading Add recipients when email send using Email button in Invoice record
Create a Link that Opens a New Email Message with Default Email Template
Navigate to Home > Set Preferences > General tab > Defaults section to check Show Internal IDs. Click Save. Navigate to Lists > Employees > Employees. Take note of the Internal ID of the Employee record where you want the message to be stored. Navigate to Documents > Templates > Email Templates. Take note of the Internal ID of the Email Template you want to use. Navigate to Customization > Centers and Tabs > Center Links. Provide a Label (e.g. New Email Message). For the URL, use… Continue reading Create a Link that Opens a New Email Message with Default Email Template
New Sales Order Workflow
New Sales Order Workflow