-
Customer Center Customization
I've asked my developers to make several customizations to the Customer Center to improve user experience, but they tell me it is "locked down" and they cannot fulfill my requests. My requests include: Add filtering to search results; Allow users to export search result data (excel, PDF); Change results sort order;…
-
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…
-
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…
-
Web Store Item Limit for Customer Center
Hi everyone, I am seeing the following under Setup > Company > View Billing Information in our Netsuite account: Web Store Item: Provisioned qty: 500 We dont have Suite Commerce or a website configured, and we are only planning to use the "Display in Website" checkbox on item records to control item visibility in the…
-
Customer center + item pictures in form line level
Hello, Is it possible to display item images at the line level on transaction forms in the Customer Center? Thank you!
-
Remove or Modify See Items Ordered link in Customer Centre
The customer centre has a horrible report called see items ordered which shows the customer a report of their purchases since we moved to Netsuites and the total amount spent on each item, not something I would imagine many businesses want to bring to a customers attention. The only way i have found to remove it via…
-
[Customer Dashboard] Adding Custom Reports/Links
Hi, We have created a Custom Report which details Sales by Customer, by Brand - detailed on a month-by-month basis. I am looking for the best way to incorporate this report onto our standard Customer Dashboard. At minimum, I am looking to include a link - on the Customer dashboard - to the report which auto-filters it by…
-
Our costumer portal is having script errors
customscript_scm_cpn_cs_transaction (insuficient _permissions) Insufficient privileges
-
Customer Center log in page not loading correctly
Anyone know why the customer center log in page is loading like this? The image links are broken and the page looks extremely outdated. We're looking to roll out Customer Center access to a few of our customers, but this log in page is horrific and has looked like this for the past week. Is this a known Netsuite issue, or…
-
WEBINAR REPLAY | Best Ways to Use NetSuite Customer Center
With the NetSuite Customer Center role, your customers can view their estimates, orders, invoices, and payments all within your NetSuite instance. Learn how to use this beneficial role by: Enabling the customer access feature. Providing individual customer access. Customizing customer center forms. Check out the list of…