Minimum saved search summary type:
Displays the minimum amount, or the earliest date value.
Maximum saved search summary type:
Displays the maximu
... [Show More] m amount, or the most recent date value.
Which Saved Search summary type is required for any other summary type to work?
Group
T / F: Recipient lists are shared for both types of saved search emails (alerts and scheduled)
True
What are the two types of saved search emails?
alerts, scheduled
What saved search results are sent to Scheduled email recipients?
full search results
What Saved Search results are sent to Alert email recipients?
separate email for every record add and/or update
To what types of recipients can Saved Search result emails be limited to?
contacts, customers, employees, groups, partners, vendors
How can Saved Search result email recipients be dynamically targeted based on values of search results fields?
Click the Recipients from Results subtab of a saved search Email subtab
How can Saved Search results be sent for Alert updates as well as adds?
Enable the Send on Update option
What does the Summarize Scheduled Emails option do for Saved Search Scheduled Emails?
Send the same email message results to each recipient
T / F: Published Dashboards are limited to sharing with roles and users in your current role's Center, when publishing the Dashboard.
True
T / F: A dashboard can only consist of one tabbed page.
False
What types of users can a published dashboard be published to?
new, existing
Lock New Bar box when publishing a dashboard:
Prevent users from removing Create New menu links on the published dashboard's page
How are dashboards published to different roles?
Apply to Roles subtab
Where do you restrict user's changes to published dashboards?
Apply To Tabs subtab
What levels of Dashboard restriction are available for users?
Unlocked, locked, add/move content
T / F: After you have saved a published dashboard, you can redefine which tabbed pages are included or change their restriction modes.
False
Where do you apply your changes to a Published Dashboard to other roles?
Apply to Roles subtab of the Publish Dashboard page
How can you ensure a custom field is checked by default?
Default Checked under Validation & Defaulting subtab
T / F: A field can be checked by default on Custom forms
True
What are the two Online Forms available in NetSuite?
online customer form, online case form
How do you enable online forms?
Enable Features > Enable Online Forms feature
What Company Features must be enabled to have Online Customer Forms available?
marketing automation, sales force automation
Which feature is limited when working with Online Customer Forms when Marketing Automation features is disabled?
sending Campaigns [Show Less]
