Sarah Meehan, Solutions Consultant

Sarah Meehan, Solutions Consultant
With more than six years of NetSuite experience and four SuiteWorld speaker sessions under her belt, Sarah Meehan knows the ins and outs of NetSuite from a user’s perspective. She thrives on helping to make organizations more efficient through NetSuite customizations, process automations, and feature configuration. Enabling businesses to do more with their existing resources is her primary goal – she loves being able to support growing companies by developing unique and creative solutions tailored specifically to their business requirements.
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Recent Posts

Five Easy NetSuite Email Automations to Improve Customer Experience

Posted by Sarah Meehan, Solutions Consultant on Mar 15, 2018 4:27:53 PM

In today’s always-connected world, being able to provide instantaneous feedback to your customers has become a requirement of doing business. Using NetSuite’s saved searches and their built-in email features to automate common notifications is an effective way to meet your customers’ expectations without increasing the workload of your team.  Below are five quick and easy email automation that can be achieved entirely within saved searches – with no development or technical knowledge required.

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Tags: NetSuite How To's

Setting Default Field Values Using SuiteFlow: Part 2

Posted by Sarah Meehan, Solutions Consultant on Feb 7, 2018 8:02:00 AM

This article is a continuation of my previous post, in which we started setting up a workflow using SuiteFlow to pre-populate several field values within a ticket record used by support staff to help improve their overall efficiency. We began by configuring the workflow itself, and then added a simple automation to set and unset the value of a custom field called “Completed By” based on the value of the “Status” field.  In the second half, we’ll dive deeper into workflows and use joins to source fields from other related records to populate additional fields on the ticket for an even more dynamic automation.

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Tags: NetSuite How To's, NetSuite

Part 1: Setting Default Field Values Using SuiteFlow

Posted by Sarah Meehan, Solutions Consultant on Jan 17, 2018 9:56:54 AM

When looking for ways to optimize your business operations, it is tempting to focus on “big wins” – the changes that will yield time savings in the minutes or hours.  However, it can be just as fruitful, if not more so, to find ways to save a few seconds on repetitive tasks that are performed hundreds of times each day by multiple employees. 

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Tags: NetSuite How To's

How to Use Email Alerts with NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Dec 21, 2017 8:58:00 AM

NetSuite’s saved search function gives you the ability to develop highly-customized reporting in a simple, point-and-click interface.  In previous posts, I’ve highlighted some of the more advanced techniques that can be used when creating saved searches within NetSuite, including formulas and SQL statements.  In contrast, this article will address one of the easiest-to-use and most powerful features available within saved searches – automated email alerts.  With just a few clicks, you can create automated emails that are specifically tailored to the unique processes of your business, all without any coding or development background.

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Tags: NetSuite How To's

5 Ways to Use Formulas in NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Nov 28, 2017 9:26:10 AM

Using NetSuite’s saved searches feature is one of the easiest and most effective ways to segment data and create custom reporting without requiring a technical background.  Not only can you harness both standard and custom field values as search criteria and in search results, but you can also use formulas and SQL statements to include calculated values within your searches.  In this post, I’ll share five of my favorite ways to use formulas to make your searches even more powerful – including tricks for generating dynamic links within searches, adding custom highlighting on individual text values, consolidating values into a single column, and more.

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Tags: NetSuite How To's, NetSuite

5 Ways to Streamline Case Management with NetSuite’s Saved Searches

Posted by Sarah Meehan, Solutions Consultant on Nov 2, 2017 8:45:14 AM

NetSuite’s saved search feature is a powerful tool that allows you to create customized reports based on your unique criteria.  Saved searches can be created for standard record types as well as custom records, and can even use formulas and SQL statements to accommodate more complex criteria or display more dynamic results. 

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Tags: NetSuite How To's, NetSuite

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