72 results total
Browse practical NetSuite answers in Customer & CRM Records, filtered by topic, audience, and difficulty.
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Configure the 'From' email address for NetSuite customer support cases using Case Profiles. Access this functionality via Setup > Support > Case Profiles. Here, you can define the…
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NetSuite does not natively support varying 'Days Overdue for Warning/Hold' by customer. To achieve this, the standard functionality must be disabled. Custom scripting is then required to rebuild…
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While direct customization of the Customer Center's core framework is limited, its appearance can be tailored. CSS can be applied if the Customer Center is linked to a…
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To set Authorized Contacts in NetSuite, users must have the 'NetSuite Support Center' or 'NetSuite Support Center (Basic)' role. Navigate to the Support tab, then select the NetSuite…
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To enable bulk merge tracking on NetSuite contact forms, edit the contact form. In the form customization, go to 'Lists', then the 'Communication' subtab, and tick 'Bulk Merge'.…
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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…
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NetSuite's Auto Fill feature automatically populates transaction fields with data from a customer's previous transactions. This functionality is controlled via user preferences. To manage it, navigate to Home…
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To export item pricing data stored on NetSuite customer records, create a saved search on the Customer record type. Select the specific fields 'Pricing Item', 'Item Pricing Level',…
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To enable the Global Subscription Status field for customer mass updates in NetSuite, navigate to Customization > Forms > Entry Forms and expose the field on the preferred…
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To grant webstore access, enable "Give Access" on the customer record under System Information, setting a password. For contacts, enable access under Relationships. Automated access can be granted…
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NetSuite supports sales data grouping through classifications and parent/child relationships for built-in structures. For more advanced and flexible reporting, utilize Saved Searches, the Report Builder, and hierarchically configured…
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Currently, NetSuite does not support originating upsell transactions directly from an opportunity; this is logged as enhancement #340182. To ensure correct contract renewal integration, upsell transactions must originate…
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