Support

I am unable to add Part when I create a Quote from a Design Registration

1. Select the 'Item Reg Status' to Approved 2. Now, create a Quote from the related information drop-down of Design Registration and add the parts. 3. If you have multiple parts in a DR, only the parts with 'Item Reg Status' as Approved will show up in the Quotes

I am unable to add Part when I create a Quote from a Design Registration2021-08-09T23:13:30-08:30

I used the NEHANET system to forward a quote to another user. I found the quote went into junk mail. Is there anything I can do on my end to insure they don’t end up in Junk Mail folder?

We use a SMTP Mail Relay Service called "sendgrid.net" to trigger outbound email. Sometimes these emails find their way to the Junk Mail folder. We don't control that. You could ask your Mail Administrator to whitelist both "nehanet.com" and "sendgrid.net" domain in your Mail server setup. That should help. In addition, Outlook also provides an [...]

I used the NEHANET system to forward a quote to another user. I found the quote went into junk mail. Is there anything I can do on my end to insure they don’t end up in Junk Mail folder?2018-07-31T20:06:32-08:30

Why is Part Number field not red-bordered like other fields?

When creating an opportunity, Quote, Sample, Design Registration, etc. the header shows that the part number is mandatory, but the fields are not red-bordered. This is because Part Number is a unique field in that you add one or more Parts to an Opportunity, Quote, Sample, Design Registration, etc. It is not like other fields [...]

Why is Part Number field not red-bordered like other fields?2018-08-01T06:07:39-08:30

How can I view deleted records?

End user deletes in NEHANET are soft deletes. So If an Account, Contact, Opportunity, Forecast, Quote, etc. is deleted, it is only marked for delete. The System Administrator can view the deleted records under Settings->System Administration->Deleted Records. Pick the module to see all deleted items for that module. The System Administrator can then either restore [...]

How can I view deleted records?2017-05-26T13:03:10-08:30

Excel throwing error while trying open xls file downloaded from NEHANET

If you encounter this message, it is because of a change introduced in Microsoft patch. There is a fix for it and you can read about it below. http://www.infoworld.com/article/3106774/microsoft-windows/good-news-for-microsoft-office-renamed-html-files-now-open-in-excel.html https://answers.microsoft.com/en-us/msoffice/forum/msoffice_excel-mso_win10/cannot-open-html-files-in-excel-2016-office-365-on/56b5de8a-2026-4202-8d73-0c96e39c06af http://forums.yessoftware.com/posts.php?post_id=125348 One workaround is after downloading file, right-click on it and check the box "Unblock" (at lower right corner of the panel).

Excel throwing error while trying open xls file downloaded from NEHANET2017-02-10T13:31:27-08:30

If I have two customers with the same name but different customer number, how do i specify the customer name in the import spreadsheet to associate with the right customer record?

If you have two customers with the same name "Test Company" with Customer Number 1234 and "Test Company" with Customer Number 4567 In the opportunity import spreadsheet, you can specify "Test Company #:1234 to associate with "Test Company" with Customer Number 1234 OR you can specify "Test Company #:4567 to associate with "Test Company" with [...]

If I have two customers with the same name but different customer number, how do i specify the customer name in the import spreadsheet to associate with the right customer record?2016-11-07T07:28:23-08:30

What is the process for the Forecast Rollover each month?

Forecasts are rolled over automatically on calendar month end or fiscal month end as defined in the system. All forecasts for both Sales (or Demand) and Marketing forecast types from the current month are automatically rolled over to the next month at the end of the month.

What is the process for the Forecast Rollover each month?2016-10-25T20:32:39-08:30