How do you get this to work? I tried it with the create lead unchecked and it made the external case form entry a contact. I tried it with the create lead checked and it made the external case form entry both a lead and a contact. I never got it to go to unassigned.

Its one login per partner. You can have unlimited partners as far as I know.

Did this change recently? I dont recall having to do this before. We just cut over SFA this week and my reps forget to click that button. It's causing a problem.

And in the free version the only searches you can make viewable from the main portal are customer-based searches. So you can do your standard one-table-join from there. If you need to do another type of search you can publish the searches to a custom tab on the partner center. We restrict all the data by the partner=mine…

You can do all of this with the free partner license. You just need to write a saved search with the partner set to =mine and publish the search to a tab on the (free) partner center. There is the single login limitation for the free center but otherwise you can publish more data out there than you might expect.

I am not an expert on this but I'm not sure why you need a dynamic link. Quotes can be opened in the customer center and converted to (only unfortunately for me) cash sales. I think if you made this information required on the external sales order form created from the quote, it might work without them having to run around…

sorry- we call them quotes- natively they might be estimates.

Check the html setting under the quote transaction form.

Eloqua is a customer of NetSuite so I assume they have figured out integration- you may want to reach out to them and get insight.

Hi, I asked our account manager the exact same question last week. He came back with the following options: - Contactual - https://forms.netsuite.com/app/site/hosting/scriptlet.nl?script=232&deploy=1&compid=NLCORP&h=10c39fdab870d76b741c&custpage_published_solution_id=103&custpage_directory_solution_id=125 - Contivio.com -…

Sadly, no. They have reports that only work if you are a 24 x 7 call center.

Still wondering about the hours....

Is there a way to restrict the hours counted to exclude nights and weekends? Otherwise every Friday case open that is not closed skews the metrics.

Mike, we are also a software company and we JUSt started building out solutions for the very reasons you are. I'm concerned about what you are finding. I hear suiteanswers is a third party tool. Have you gotten any advice on this?

Are you saying there is a way to filter solutions available on a case to what product was selected?

Lina, Thank you for your response. I filled out the case as requested. We have a team very anxious to use this now that they have seen it on NetSuite's support site. Amy

Did you ever resolve this? We have escalation message fatigue. Every update, even by the ecalatee sends escalation messages. Its driving them crazy.

Evan, What is the deal on this? We'd like to use it too. Amy

We are using inside view, its a nice tool. You can install the free bundle and get the feel for it.

anything else? does anyone know if putting a rule on the mailbox helps? has anyone attempted to use workflow to go in a delete these cases? will i end up in an endless loop with customers who are out of office as new cases are created, confirmations sent, out of office reply, new case created, etc etc?

Is this different than rules on the mailbox becuase i just created a rule for the mailbox and it did not stop the case creation. Thanks for responding! This is a big issue for us.

If the script from MKNS merges the cases, is there a process for determining there is a duplicate?

Does anyone know if I can have different settings for help desk cases and customer cases. I need my internal cases to go to my help desk team and customer cases to go to the Sales and warehouse team. Any thoughts on how top do this? case rule and territories. Under setup/support

We wrote scripts to capture all the metrics, stored them in a custom record then used a saved search on the dashboard to display them.

Same here- trends are only for the past, even where data exists for the future (like projected close on opps or booked revenue schedules)

This is late down the road but SCA wont give you any benefit over site builder with customization based on your requirements (imo). SCA is really focused on retail, b2c. We have used mixtures of site builder, customer center and SSP applications to manage our B2B needs. Its not 100% what I wish it was but its whats…

Anyone?

Was there a resolution to this? I was wondering about LightCMS as well. We are trying to re-platform our stand-alone corporate website and it would make a lot of sense to integrate it with our NetSuite platform- just not clear there is a solution for this.

Thanks for the response JJ but we have a legitimate use case. We have several hundred thousand customers already provisioned in the customer center but the nature of our business is why the individual must purchase their own product (identity mgmt products) but often an admin or finance person at their org wants to pay the…

Corey- have you ever explored whether you could bring AP graphs back into NetSuite similar to the Google Charts? Like everyone we need better in-NetSuite reporting/graphing...