In NetSuite, effective Support Case Management plays a pivotal role in addressing and resolving customer inquiries, issues, or assistance requests. The system empowers users to create support cases manually or automate the process through channels like email, web forms, or integrated customer service platforms. Key details such as description, priority, status, and contact information can be entered during case creation.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features
Effective marketing campaigns play a pivotal role in enabling businesses to connect with their target audience and facilitate sustainable growth. NetSuite, with its robust set of features and tools, offers an efficient solution for the seamless setup and management of marketing campaigns.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features
Roles play a pivotal role in NetSuite, facilitating the delegation of precise permissions and restrictions to individual users. Establishing a comprehensive role assignment system in your NetSuite environment ensures that users within your organization receive appropriate access and views. However, there are instances where creating separate roles for minor permission adjustments might seem excessive, or when temporary access to specific features needs to be granted to a particular user.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, New User, Users, User Access, Roles, NetSuite Features
Saved Searches is a power tool in Netsuite that allows you to create multiple records searches, reports, and data finding. This tool can be used to find information with multiple records such as items and their respective transactions or customers and their respective transactions. The list continues to grow they further you go with the information you are wanting to capture. Saved Searches are not designed for all roles given the amount ofinformation that can be obtained.
Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, User Access, Permissions
Have you been placed in a new role or need to change roles within NetSuite?Are you an Administrator setting up new users/roles after a Net New Implementation? There can be so many roles to choose from within NetSuite. How do you see the difference in roles/users to compare between users? Let me show you how to do just that.
Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, New User, Users, User Access, Roles
