CRM
Activities
- Make Reserve Time Checked by Default on Tasks
- Attaching Information to Opportunities
- Event Created for a Group Calendar is not Listed in the Group Calendar
- Create a Shared Calendar
- Multiple Invoices Consolidated Into a Single PDF Document
- Setting Calendar Preferences
CSV Import
- CSV Import > Customer > Update Address Fields
- CSV Import > Inventory Items > Item Name/Number
- CSV Import: Vendor Bill > To update the Department/Location/Class field value(s) on Expense Line(s)
- CSV Import > Update Vendor Bill Department / Class for Items
- Item CSV Import > Error: xx is an invalid custom form
- Item CSV Import > Error: Invalid vendor reference key xx
Customers & Contacts
- Add/Edit Opportunity Status
- Allow Customer Center Role to Download Files From the File Cabinet
- Delete Customer Records in Bulk
- Setting Price Levels per Customer
- Bulk Email / Contact Email Hierarchy
- Parent-Child Relationship for Customer Record
Emails
- DKIM Reference Guide
- Display Item Table on Email Template
- Encoded Reply to Email Address when a User Responds to a Message sent from Netsuite
- Troubleshoot Undelivered Email
- View Bulk Merge History on Customer Records
- Adding File Attachments to Email Templates