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NetSuite Admin Tip | Checking New Customers using ODBC Driver NetSuite2.com Data Source

In today's dynamic business landscape, verifying new customers is vital for maintaining trust, security, and sustainable growth. Whether you're a small startup or an established enterprise, implementing robust customer verification procedures is essential.

Within NetSuite, you can retrieve information about newly registered customers using SQL format via the ODBC driver and the NetSuite2.com data source. Employ the following query/format:

select id,entityid,altname,email,phone,searchstage,datecreated from customer order by datecreated desc;

Note: Utilize “order by” with “desc” to get the newest registered to prioritize the most recently registered customers

Checking new customers is a critical aspect of running a successful and secure business. By implementing thorough verification processes, businesses can mitigate risks, comply with regulations, build trust, and enhance the overall customer experience. Prioritizing customer verification not only protects the business but also fosters long-term relationships with customers based on transparency and reliability. Embrace these to ensure that each new customer interaction contributes positively to your business's growth and sustainability.

Richard James Uri | SuiteCloud and WMS Tech


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