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Table of Contents : Customer Relationship Management
Welcome to the NetSuite CRM page, your comprehensive resource for understanding and utilizing NetSuite's CRM. Within this library, you'll find step-by-step guides on various NetSuite CRM functionalities, such as Activities (Tasks, Events & Phone Calls), Opportunity & Estimates, Record Management (Contacts & Leads) and many…
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Pipeline "Roll" Reporting
Has anyone put together a report that helps detail how/why the sales pipeline "moves" from month to month? Things like creating new Opportunities/Quotes/Sales Orders. So far I haven't had any success due to the fact the dollar value of Opps/Quotes can change over time, and pulling from the System Notes is clunky at best.
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Customer Deposit should be posted to Bank GL account
Hello A bank gl account is setup when creating a customer deposit, but if the payment method is Debit/Credit card account upon saving it shows undeposited funds. May i know the reason? Thank you
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Use Quotes in Forecast
hello, Use Quotes in forecast is unticked but still the quote is showing in the Total Pipeline report by sales rep. What is the cause of this? Thank you.
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NSC | Update Global Destination Folder of File Drag and Drop
An administrator decided to update the global destination folder for the file drag-and-drop functionality due to the following reasons: Data Organization and Structure Security and Access Control Workflow Optimization Record-Keeping Updating the global destination folder for file drag and drop is a strategic decision that…
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NSC | Add the Created By Field in Opportunity Record
By including a "Created By" field on opportunity records, sales companies can enhance transparency, improve team coordination, and make more informed business decisions. It is a simple yet powerful piece of metadata that contributes to the overall effectiveness of sales management and strategy. The Created By field is not…
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NSC | Company Logo Appears as URL Instead of Image in Emails
When the marketing team sends out the email template to internal testers, they notice that instead of the company logo, a plain text URL is displayed in its place. This URL leads to the image file of the logo but fails to render the actual logo graphic in the email body. The HTML code for the logo insertion is not…
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NSC | Estimate Expiry Date in Saved Search Highlighting
User is trying to add highlighting rules to a saved search for quotes based on their time to expire, but the user is having trouble locating the expiration date field in the filters dropdown under Highlighting tab. Efficiently managing estimates and keeping track of their expiration dates is essential for any sales team.…
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Can I convert a partner into a customer?
I am created a partner record in Netsuite. Now the partner has a contract, so I wanted to convert this partner into a customer. How can I do that?
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Customer Portal Custom Record shows records for all Customers
I have a custom record linked to the Customer table. When viewing the tab under the Customer record that has the custom record, it is filtered to only records for that customer. When I view the custom record in the Customer Portal it shows all records. I see an article that's a couple years old, has this not been fixed?…
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Find the “Update Revenue Elements” process type error transactions
Hi Team, When we run the “Update Revenue Arrangements and Revenue Plans,” it says the “Update Revenue Elements” process type has 49 errors. When we click the “message”, it says 2 - The Event-Percent Complete amount source requires a percent complete creation type. Change either the creation type or the amount source to the…
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Trend Charts permission
Hi, What should I change in permissions list to remove the trend charts from some accounts?
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Customer record is loading forever
I'm not sure why the customer record is taking so long to load, especially with around 150 transactions associated with it. It's unusual that this has been happening for the past two days, and I'm unable to view the customer record. Thanks for the help!
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How to add a New CM Constituent Profile?
Hello community, I am trying to add a few new CM Constituent Profiles to our current list but not having any luck. I would like to add Current Employee, Former Employee, Participant, etc to the list below…The error I am getting is "The bundle author locked this object to prevent editing." Any help or guidance would be…
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Custom Record with Email Template
To NetSuite: How come some custom record can be available for selection in the "type" on the email template, but not all of the custom records I have are available. Where is NetSuite do I configure this setting??
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NetSuite Tip - Customized online case form using html and bootstrap
This below html form is used for submitting cases on online. The user don't need to login to the netsuite and create a case. These forms are usually used in website for submitting the cases. To use this form, Create an html using this below code Go to setup>support>online case form>new Select custom html template Enter the…
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What does "Duplicate custom field db info" error mean?
Anyone who has encountered "Duplicate custom field db info" error? What does this mean?
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How do I accurately monitor number of Campaign Emails Sent?
Is the 'Campaign Response Summary' Report an accurate number of Campaign emails sent? There are a couple of Saved Search suggestions in Suite Answers, but these don't seem to return the same numbers as the Report. More importantly (to me), the number returned on that Report is significantly less than the 'Used Quantity'…
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Last Sales Activity (LSA) Recognises Messages for Customers but not Contacts
Hi all We have enabled LSA (via Setup > Company > General Preferences and click the Custom Preferences subtab, the Last Sales Activity group etc) to track all of tasks, events, phone calls, notes, messages and marketing campaigns. However whilst it is working fully for customers (ie companies) it is not completely working…
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Email marketing campaign not sending
I have created a marketing email and tried top send it at 16:30 BST today and it is now 17:21 and the status is "Not Started (tentatively set for 29/9/2024 4:30 PM)" What could be wrong? I have not seen any error messages.
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Replies to emails sent from NetSuite are not showing in Outlook
When I send a transaction email from NetSuite to a customer or contact their replies do not come back to my Outlook Inbox. If I go to the communication tab on the transaction from which I sent the email I can see their reply message that should also be showing in my Outlook Inbox. Does anyone else have or has had the same…
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Signature when replying to customers in Case-records?
Rookie here, so all help would be amazing! Trying to reply to clients via the Case-record's "built-in" message field {outgoingmessage} but cannot get the signature to work. Clicking on the standard "email"-button it will automatically add my signature from my personal preferences but when I want to reply to a client using…
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Case Capture Duplicate Cases
We are using NetSuite's case management module to handle our support cases. We're running into an issue that creates duplicate cases and it seems like it might be common so we're hoping someone else has seen this. NetSuite sends case e-mails out with a custom e-mail address in the "from" field (so it might be something…
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Transaction (Bill, Sales Transaction, Customer and Vendor) move to correct subsidiary
Hi All I’m looking for guidance on transferring all transactions from an incorrect subsidiary to the correct one in NetSuite. We’ve discovered that the subsidiary’s currency is incorrect and need to ensure all transaction records reflect to the correct subsidiary. Could you please advise on the best practices for…
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Merge 1000+ Customer Record into 1 Parent Customer Record
Hi! I'm new to NetSuite and seeking your insights. Is it possible to merge over 1000 customer records into a single primary customer record? These records share a common feature: their internal IDs start with a number (e.g., 11:123, 11:124, 11:125). I've noticed that the Duplicate Detection feature does not include an…
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Support Cases -- Multi Entity Email
Our company is not responsible for the actual warranty on the products we sell but we "facilitate" the warranty as our vendors do not have the ability to properly follow up to make sure tasks are closed. Basically, we provide Tier 1 support and escalate to Tier 2 at our vendor. The case will take anywhere from 1 day to 9…
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Documents attached to customer records
Dear community, I am reaching out to seek your advice on a concern we have encountered with our customer dashboard. We have added a list-type portlet into the customer dashboard to display the documents attached to the customer. However, we have noticed that this portlet is showing an excessive number of documents,…
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NSC | Disable the Case Creation Notification Email
The customer wants to remove the case notification email upon case creation and tried to inactivate the template but received an error: "You cannot inactivate this template record because it is setup as a default template". These Case Notification Emails are required and cannot be emptied in Setup > Support > Case Profile…
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Update Parent on Child Project via CSV Import
I'm trying to update the Parent on several child projects at once. In the UI parent is labeled as Customer. I am setting up my import like this: And I have set the reference type to Internal ID: My file looks like this: Internal ID,Parent 1234567,80000 1234568,80000 1234569,80000 Where 123456… are the child projects I want…
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NSC | Unexpected error occurred when creating New Contact
Scenario: The user attempts to create a new contact record for a customer but encounters an error when clicking on submit. Only single user is experiencing the error. Error Message: An unexpected error has occurred. Please click here to notify support and provide your contact information. Solution: The error is related to…