-
Specialized User: CRM Role (Launched with 2024.2 Release)
Hi, Is anyone currently utilizing the newly introduced "Specialized User: CRM Role" feature, or does anyone have expertise with it? At present, I see that we don't have any provisions for this feature. Should we request access from NetSuite? Additionally, is this feature a billable license, or is it freely available to…
-
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,…
-
Is there a way to import constituents donation history into the system?
We are looking to upload (import) the entire history of our constituents history of donation. Hoping it can be in a specific CSV or excel file in one import. Any help would be appreciated.
-
How to Use CAPTCHA in Online Lead Creation Form
Hello Community Is it possible to CAPTCHA in a online form ? has someone done that ? or Can you share any standard documentation if available ?
-
How to Customize Email Template for Event Invitation?
Hello There, In the Event Record, attendees subtab, We can send an default email to all attendees or selected ones. System use below standard email template to send emails. Is it possible to customize this email template or can we use different template ?
-
Adding Netsuite CRM
We are currently running Netsuite Financials Mid-Market and looking to possible transition to Netsuite MidMarket with CRM functionality. Has anyone recently made the jump? Curious to know how your experience has been and if you used an outside consultant to help you get started.