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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?"
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?"
Comments
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Did you create the custom transaction body field with the exact ID as this "custbody_ip_address"? Did you also set this field to Apply to Sale/Web Store and set the checkbox to "Store value" in upper right of page? John Tannone ESET LLC www.eset.com
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You can also use the <NLSIGNATURE> tag to dynamically put in the Sales Rep's contact details (only have to create one template). Requirements: 1. Each sales rep has to have their signature filled out in Home > Set Preferences > User Profile. 2. Each lead must have a Sales Rep associate to them 3. You must create a separate…
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Support_incidents view joins to the caseissue view using the case_issue_id field. There are other case-related views such as caseorigin, casetype, case_origins, case_types, case_stage_changes, support_reps, support_territories etc that all join back to the support_incidents view. (NS - why do we have duplicate views - ie…
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Is there a definitive date for retirement on this? I've heard rumblings of "End of Year" but nothing concrete from NetSuite.
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oracle driver works fine for jdbc, so do native oracle tools in general. It is just an oracle 10g connection after all, view/read only.
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JKelly If you create a simple saved search alert for object: Case, and you pull back the "message fields..." elipse, and choose the "Message" field, the entire thead of all messages for that case will return in the email you receive. Careful though as you'll probably want to filter the alerts to only fire when an inbound…
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We are using SSPs now in the cart, and can pass parameters via URL that will then populate the cart. 1. For instance, if i had 1 item (id = 894) in my cart and bail out, it would create a lead record in NS. 2. Each night we run a saved search to find eStore leads that had items in their cart. This will be used to populate…
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It occurrs to me that this may be, just a guess, the number of JavaScript statements executed in the script. This is not a published governance that I have seen but is possible to count and limit.
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Me too, server side script shows in the excution log: Title: Script Execution Usage Limit Exceeded Details: Execution Time: 1.40s Script: myMethod Script Usage: 100 Apparently some undocumented limit but what? I'm executing a saved search then iterating thru records saving some of them. The code appears fine and should…
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So What Is This?? What Is The Limit? What Action Should I Take?
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Thanks a bunch
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Create a Transaction Search with the following two criteria as a base (add more if needed to filter on type of transaction): 1. Date Created is within This Month 2. Date is Not Within This Month 3. Once saved, set yourself up as recipient on the Email tab, 4. Ensure you've checked "Send email alerts when records are…
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We have also used the Customer Center as an Extranet for our resellers to place orders 24/7. We also have links here to our Support (Case forms) which classify those cases with a higher priority (partners get higher priority than customers). We have also added Published searches that can be run and display data specific to…
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We use the NS Customer Center for Partners to place orders - and each Partner can have multiple contacts with access to place orders. In this situation, you will not see which Partner contact entered the order in system notes, only the top-level Partner name who placed the order. One thing we did was to create a Custom…
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We started experiencing the same thing with addtional fields (started 6:45pm PDT on 5/6/2010). Does not appear to be happening on internal/Customer Center orders. Will open a case with NS. Started Case # 1153276 Update - NS says this is a bug on our side, which I doubt as we made no changes last night. I've confirmed our…
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Bump - Anyone?? John www.eset.com
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Update - Seems IE 9 works fine. Maybe its only IE 8 that is problematic
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Also, if you could make use of the Case Type and Case Issue drop-down fields, you can easily report on those. Creation of free-form text fields can become difficult as different agents may use different verbiage for similar issues causing you a headache when trying to report on this. John www.eset.com
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Promotion codes can be used to Discount and to Uplift. Simply change the discount to be inverse of a discount (instead of -10% do a +10% or +$10). Then when creating the promo code be sure to add that discount (actually an uplift) to the code. In the discount field, your amount will be a negative (since the discounts are…
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We had the same question and due to special routing rules went away from using inbound emails to create cases for this exact reason. We needed to collect similar info you had in your post to route cases correctly and thus used an online case form to create the initial case. Now, once a case is created, the customers can…
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We had the same issue when we got the latest release 2008.1. We had to scurry to purchase additional ones before too many days went by. At the time I went back and looked in all the release notes and emails sent by NS and found nothing that indicated this was a new feature of 2008.1. John www.eset.com
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We have some scenarios where Distributors get leads that do not have access to NetSuite, thus we created Saved Search Alerts and send the alerts to those Distributors via Email. Thanks John Tannone www.eset.com
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Can you check the e-mail address on the case in question and determine if there is more than one customer record with that same e-mail (possible duplicate records)? We found numerous cases with the "Support Placeholder" company name because of this. Once we merged the dupes, the next case coming in with that same e-mail…
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We use a 3-tiered structure for routing cases: Tier 1 Tier 2 Tier 3 1. We setup the 3 Case Territories based on the Case Issue (we have 15 in our drop-down list) and route the different Cases based on that. Because of the complicated routing we have setup we have turned off the email-based case functionality (since…
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Stan We ran into the same issue and the easiest way we could find to get around this was to create both a Customer and Partner record for each Partner (linked using the Info tab). Then we created custom roles based off of the "Customer Center" one that allowed each parter to come in and place orders. The downside is that…
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Use the system notes fields 'Set By' value and select that person's name. Thank you John
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Jamie 1. Basically we export a list of abandoned customers each night, with the objects they had in their cart (so it would show Item X at qty Y). You must have the Add-On module that shows cart content (possibly the Analtyics Module mentioned elsewhere in this thread). 2. The email sent out will have a base URL that we…
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John, I am not aware of these - it might be a bit beyond my skill. How are they referenced? If you look at the customer record, on the web activity tab, there is a list of items in their cart. From here, you can build a drip campaign to Email them reminding them of the cart they created. If they happen to use the same…
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Have you tried using the built-in cart capture components on the customer record to create your own Drip campaigns? We've done this ourselves simply using the cart contents and linking to a page that re-creates the cart on the fly for the user based on what was in his/her cart initially. John www.eset.com
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Mark Does this require you to have upgraded to the lastest forms available as of 2010.2? John