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Automate Shared Costs and Period-End Allocations
Improve expense tracking and visibility Thursday, December 19, 2024, 11:00 – 11:30 a.m. PST Departments or subsidiaries frequently incur expenses that need to be distributed across the organization. Yet finance teams too often lack an effective way to manage these shared costs, relying on old processes like spreadsheets…
Boost Your Use of NetSuite Saved Searches, Reporting, and Workbooks
Optimize your use of NetSuite reporting tools Thursday, January 2, 2025, 11:00 a.m. – 12:00 p.m. PST Whether you are a seasoned NetSuite user or just getting started, learn how you can better leverage NetSuite reporting tools to help you run your business. Join this training event with NetSuite experts to learn how to:…
NSC Webinar | Speed up Business Writing in NetSuite with Embedded Generative AI
Create and enhance contextual, personalized content Increase productivity by automating the creation and refinement of content with AI-powered NetSuite Text Enhance. Join this training event to learn how to leverage NetSuite’s large language models to produce relevant, personalized content, including: Generating compelling…
Social Impact Workshop: Using NetSuite Bank Reconciliation for Nonprofits
Understand how to connect NetSuite financials and bank balances Nonprofits can join us to learn about recent changes to the Bank Reconciliation process and the new possibilities. Reconciling your bank account with NetSuite is a critical step to ensure your financials match your bank account balances. We will share some…
Virtual Meet Up: Finance & Accounting
Improve your NetSuite know-how and connect with finance leaders just like you. Wednesday, January 8, 2025, 9:00 a.m. – 10:30 a.m. PST Elevate your financial expertise by joining NetSuite experts for interactive discussions and demonstrations, including: Managing Period Close in NetSuite. Learn best practices for using the…

Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"

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Converted Leads report or search with Opportunity fields

Accepted Answer JarebCoupe 61 views 12 comments 0 reactions Most recent by JarebCoupe Aug 14, 2023 5:03PMAsk A Guru
Import Contact and Leads

Open User_HWW8S 31 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Aug 4, 2023 5:20PMAsk A Guru
Leads best practices

Accepted Answer User_HWW8S 41 views 8 comments 0 reactions Most recent by User_HWW8S Jul 25, 2023 6:04PMAsk A Guru
How can I set up the role to let the sales rep see all leads and customers, (assigned or not)?

Accepted Answer Amjad Kasem 31 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 1, 2023 5:17PMAsk A Guru
How to create a Saved search that shows all leads with no recent activity logged?

Open JenniferTrejo 41 views 8 comments 0 reactions Most recent by JenniferTrejo Feb 21, 2023 4:13PMAsk A Guru
NSC | Identify How Many Leads and Prospect Are Converted to Customer

Michelle Jabanes-Oracle 1 view 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 27, 2022 1:47AM CRM
Online Form To Create Leads

Accepted Answer Martha Hakes 11 views 3 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Oct 7, 2021 5:25PMWeb Site / E-Commerce
Leads to Prospects

Open User_HPB3I 11 views 4 comments 0 reactions Most recent by User_HPB3I Aug 30, 2021 3:24PMAsk A Guru

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