ANS-0268 · CUSTOMER & CRM RECORDS
How to Enable File Uploads and Downloads in NetSuite Customer Center Cases?
Learn how to configure the Case (external) Form to allow customers to manage case-related files directly within the Customer Center.
Short answer
To enable file uploads and downloads in the NetSuite Customer Center, administrators must edit the Case (external) Form. By making the File tab visible on this form, customers accessing their cases through the Customer Center will gain the functionality to both upload new files and download existing ones associated with their support cases.
Scenario
Users accessing NetSuite's Customer Center often require the ability to manage files directly related to their support cases. Without proper configuration, the option to upload or download documents may not be available, hindering efficient communication and document exchange between customers and support teams.
Solution
To enable file management capabilities within the Customer Center for support cases, the Case (external) Form must be configured to display the File tab. This adjustment allows customers to upload and download files directly from their case records when viewed through the Customer Center.
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