72 results total
Browse practical NetSuite answers in Customer & CRM Records, filtered by topic, audience, and difficulty.
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To track promotion codes from online customer forms in NetSuite, create a new marketing campaign. Add the campaign and promotion code to lines that do not send email.…
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NetSuite enables tracking of soft bounces for campaign emails using saved searches to expose detailed bounce information. While specific error codes and classifications may vary, understanding general bounce…
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To update NetSuite Customer IDs, first enable 'Allow Override' in Auto-Generated Numbers settings for customers. Then, export customer data including Internal ID and Customer Name. Finally, import this…
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To update the Help Desk checkbox on NetSuite case records via a workflow, set the action to trigger on "After Field Edit" or "Before User Edit" events. Other…
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To view and export NetSuite support cases submitted by your company, an employee must have the 'Netsuite Support Center' permission. After logging in, navigate to the Support tab,…
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Bulk Merged documents are not visible on the Customer's 'Message' tab. To view them, customize the customer form. Navigate to the Lists, Communication subtab, and enable the 'Bulk…
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When NetSuite's Marketing Automation feature is enabled (Setup > Company > Enable Features > CRM), lead sources directly correspond to marketing campaign titles. Disabling this feature, especially with…
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Customer Ship To addresses may be missing on sales transactions if no 'Default Shipping' address is selected on the customer record's address tab. NetSuite assumes the transaction is…
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To ensure items display in the NetSuite Customer Center or web store, verify that the 'Display in Web Store' checkbox is enabled for each item. Navigate to Item…
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NetSuite marketing campaign emails are exclusively sent to contacts who have opted-in (either soft or confirmed) to the specific subscription linked to the campaign event. To ensure email…
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Employees may be missing from bulk email merges because the Marketing Automation feature is not enabled. This feature is required to access and manage the "Global Subscription Status"…
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NetSuite 'Other Relationships,' such as a Vendor linked to a Customer, are not displayed in general 'Entity Searches.' To locate these related records, users must perform type-specific searches,…
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