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Customer names with Parent company names
Hello - we implemented NetSuite this year. We set up our customers with Parent Companies. In reports and in the CRM, the Parent Company name appears after the customer number and ahead of the company name in the name display string. We have found a workaround for reports by creating a custom name field, however, that field…
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New Passwords Don't Match Error
Hi - Every time our internal staff edits a customer record for a customer who has access to the customer portal, the Access Password field is getting overwritten with the internal user's/staff members password. Then when the staff clicks Save, we are getting the New Passwords Don't Match error message and it will not let…
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"Opportunities" and "Grant Opportunities"
Hello, We are on the Social Impact edition of NetSuite and have a need for a for-profit subsidiary to use the "Opportunity" functionality as part of our CRM. The Social Impact edition refers to opportunities as "Grant Opportunities". Grant Opportunities look a little different from the normal Opportunities section from a…
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E-Mail Search
Looking for a way to search e-mails containing specific text but from other users. For example sales rep has an email to client and CSR searches for it to review information. The can see the emails but it is not searchable. We are looking to expand the use of the CRM but have run into an issue that other users cannot…
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On-Demand Virtual Event: The AI-Powered CRM Your Sales and Support Teams Actually Need
Watch the recording here Additional Resources: [Slides] The AI-Powered CRM Your Sales and Support Teams Actually Need [Data Sheet] NetSuite Customer Relationship Management (CRM) Want to learn more? Access exclusive content just like this with the LCS Company Pass. If you have a few minutes, leave an online review about…
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New Outlook Connector
Does anyone have any updates on the release date of this new (NS Outlook Connector) version?
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[Permissions] Restrict 'Item Pricing' to View Only
Hi, I hope you're all well. I am looking to review/change the permissions for our Internal Sales staff. Currently, they can go into a customer's Item Pricing (via Financial; Item Pricing) and edit the custom item pricing set for a specific customer. We do not want them to have this permission, rather they should be able to…
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How can I make different price levels display for different customers within the CRM?
Hello NetSuite community, I am currently implementing the CRM within my NetSuite account, and I would greatly appreciate your help in finding a way to have a specific price level displayed for a group of customers for the same item, while a different price level is shown to another group of customers for that same item. I…
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How can my sales reps see the orders entered through the CRM? Is there a specific portlet for this,
Hi everyone: I hope you're doing well. I have a quick question regarding CRM visibility: I was wondering if there is a way for my sales representatives to view the sales orders that are entered through the CRM so they can process them. Is there any type of counter, reminder, or portlet that would allow them to be notified…
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I thought I was Keeping Saved Searches Private but it appears others are executing it?
I have a Case Saved Search that goes after the System Notes to identify any "Re-Opened" Cases. I am the Owner, Administrator and the Search is not set to Public, has no Audience defined, and no boxes on the Roles tab are checked. The Results tab does not have Run Unrestricted checked. The Audit Trail Search Options have Is…