72 results total
Browse practical NetSuite answers in Customer & CRM Records, filtered by topic, audience, and difficulty.
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The Sales Team/Sales Rep assignment in NetSuite is controlled by the native Bill To Customer field. Updating this field can automatically switch the assigned sales team or representative…
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NetSuite supports the identification of customer-purchased items for return authorizations. This is primarily achieved through auto-population when creating a return authorization directly from an existing sales transaction. Additionally,…
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To log into the NetSuite Customer Center, navigate to your account-specific Customer Center login URL or a standard login page like https://system.netsuite.com/pages/customerlogin.jsp and enter the customer's credentials. Alternatively,…
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NetSuite does not allow adding contacts with the same first and last name for the same company by default. To bypass this, manually set a unique value for…
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To address customer or lead deletion issues potentially linked to media file dependencies, one reported method involves locating the specific media file. Temporarily inactivating the file, saving, then…
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To allow customers to reuse credit cards without re-entering the CCV every time, adjust the Credit Card Verification (CSC) Rules within the Credit Card Processing Profile. This setting…
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NetSuite allows assigning multiple partners to a customer, similar to sales teams. Utilize the Multi-Partner Management feature to associate several partners with a customer record, defining their respective…
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To associate sub-customers with activities for a parent customer in NetSuite, add sub-customers to the 'Attendees' sub-tab for events. For phone calls and tasks, include sub-customers in the…
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When a customer's currency needs changing with open transactions, NetSuite offers solutions. Options include deleting and re-entering transactions, creating a new customer record for the desired currency, or…
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To change an existing contact's role in NetSuite, navigate to the Contacts sublist. There, locate and click the 'Update Primary' button. After clicking 'Update Primary', select 'Edit' to…
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To establish a house account for sales reporting in NetSuite, create a dummy employee record named 'House Account'. Enable the 'sales rep' flag on this record, but user…
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NetSuite's lead routing and assignment capabilities leverage sales rules, which are defined parameters for assigning potential customers to sales representatives. These rules can be configured using standard and…
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