Streamlining customer communication is key to building lasting relationships, and NetSuite's Customer Preference settings empower you to do just that. Let's explore how to preset delivery methods for transactions, ensuring your customers receive information in their preferred format.
Setting the Stage:
Native Email Address: When creating a customer record in NetSuite, utilize the native email field to capture their preferred point of contact. This email becomes the default recipient for all customer-facing transactions, including Sales Orders, Invoices, and Payments.
- Email: By checking the "Email" box, transactions automatically appear in the "To Be Emailed" queue when associated with this customer. This ensures timely electronic delivery directly to their inbox.
- Print: Selecting the "Print" option generates a PDF version of the transaction within your NetSuite interface. While it doesn't directly send to the customer, you can easily save and email the PDF for their convenience.
- Fax: For customers who prefer faxed copies, tick the "Fax" box. Remember, this requires a valid fax number on the customer record and appropriate fax configuration within NetSuite.
Email Preference: The "Email Preference" dropdown lets you control how email deliveries appear. Choose "HTML" to embed the transaction directly within the email body, or opt for "PDF" to attach a visually clean and easily downloadable document. Many clients favor the PDF format for its clarity and ease of archiving.
- Customizing Control: While these preferences set defaults, individual transactions can be adjusted to override these settings, giving you ultimate flexibility.
- Clarity is Key: Always ensure the chosen delivery method aligns with your customer's preferences and communication style.
By leveraging NetSuite's Customer Preference settings, you can create a personalized communication experience that strengthens relationships and streamlines business interactions.
For any further guidance, don't hesitate to reach out to the concentrus team!
Concentrus is a leading provider of innovative cloud-based enterprise resource planning (ERP) solutions, including NetSuite. Our team of NetSuite experts offers a range of services, including NetSuite price analysis, NetSuite training, and NetSuite integration services.
Our goal is to help businesses of all sizes maximize their investment in NetSuite by providing expert NetSuite cost optimization and implementation strategies. With years of experience as a NetSuite partner, our NetSuite administrators and NetSuite consultants are well equipped to help businesses of all sizes with their NetSuite consulting needs.
Whether you're looking for a NetSuite consultant to help with your NetSuite implementation or you need ongoing NetSuite support, Concentrus is here to help.
Read About Our Implementation Methodology