72 results total
Browse practical NetSuite answers in Customer & CRM Records, filtered by topic, audience, and difficulty.
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To redirect NetSuite online customer forms to the Customer Center home page, navigate to Setup > Marketing > Online Customer Form. Edit the desired form, go to the…
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To manage complex customer-agency relationships in NetSuite for flexible reporting, implement custom entity fields and workflows. This allows linking customers to agencies, tracking liabilities, and generating sales and…
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An 'unexpected error' on NetSuite online case form submission, where the case record is still created, is typically caused by an invalid 'Redirect to URL' configured for the…
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Customer records cannot be merged in NetSuite if one of the entities has a different password and has been granted login access. To resolve this, the recommended solution…
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Prolonged loading times for NetSuite customer records are typically caused by custom fields sourcing data from saved searches. Undeploying these specific custom fields has been shown to significantly…
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The 'entitynumber' field can be used to retrieve a customer's unique number. While it may not be directly accessible on the record itself for all contexts, it is…
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NetSuite allows users to manually revert a customer or prospect record to a lead status directly through the 'Lead Status' field on the record. While automated reversion after…
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While the 'Address' field itself isn't directly filterable, NetSuite users can utilize 'Address Label', 'City', and 'State' as available filters in customer searches. Configure these text fields with…
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NetSuite does not natively support sending marketing campaign emails to a partially updated customer list within an existing campaign. To achieve this, users must create a new marketing…
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NetSuite's default email field on entity records does not allow multiple addresses. To send transactions to several recipients, create a custom free-form text field on the customer or…
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NetSuite's out-of-the-box functionality does not support defaulting payment methods or bank accounts on a per-customer basis. To achieve this, implement a custom field on the customer record to…
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NetSuite does not include out-of-the-box functionality to track billable expenses directly on support cases. However, this capability can be achieved through custom development. Implementing a tailored customization allows…
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