As your company aims to optimize its online presence, you recognize the significance of user experience in capturing leads and customer information through online forms. By tailoring the appearance of these forms, you can provide a cohesive and visually appealing interaction that aligns with your brand identity. Whether you’re utilizing NetSuite’s default template or a… Continue reading Crafting Your Form’s Look and Feel
Category: NS Administration
All articles / code related to Netsuite administration
Tailored Online Forms for CRM and Sales
As part of your company’s efforts to streamline customer interactions and boost sales, you are seeking ways to effectively collect customer information and manage leads. You’ve decided to leverage both the CRM and Sales Force Automation features in NetSuite to achieve this. To provide a seamless experience for website visitors and ensure consistency with your… Continue reading Tailored Online Forms for CRM and Sales
How to plan a successful marketing campaign
There are six steps to plan a successful marketing campaign.1 1. Identify and understand who your target audience is Before you start the tactical planning process, you need to understand who your customers are and where to reach them so you can anticipate what actions they will take and when they will take them. If… Continue reading How to plan a successful marketing campaign
Marketing Campaign Components
The components of a marketing campaign include a planning stage, evaluating how the results of the campaign will be measured, determining a target market, how the campaign will be delivered, how to achieve results, and finally, assessing how well the campaign did. 1. Planning During the planning stage, it is important to find the goal… Continue reading Marketing Campaign Components
What is a marketing campaign?
A campaign is any series of actions or events that are meant to achieve a particular result, like an advertising campaign of television commercials and Internet ads that tries to convince kids to buy bubble gum-flavored toothpaste. Marketing campaigns are a long-term approach to promote a product or service. Creating a goal and a vision at the beginning of the… Continue reading What is a marketing campaign?
Unexpected Revenue Amounts Observed in Merged Revenue Arrangements with GroupSum Formula 2023.1
Scenario: There are two Revenue Arrangements merged into one. Each of these include items with GroupSum Formula. Users notice that the Revenue Amounts in the merged Revenue Arrangement are different from what they have expected. Prior to merging, there are two sets of Sales Orders and Revenue Arrangements. The first Sales Order and Revenue Arrangement have… Continue reading Unexpected Revenue Amounts Observed in Merged Revenue Arrangements with GroupSum Formula 2023.1
Resolve Error: “This information is currently unavailable. Please check back later.”
On Sandbox Accounts Page Log in to Sandbox, Release Preview or Development account and navigate to Sandbox Accounts page. The page does not show any information regarding Sandbox accounts and only displays the error above. Solution:> Log in to Production account as Administrator> Navigate to Setup > Company > Sandbox Accounts On Release Preview Page Log in to Release Preview, Development or… Continue reading Resolve Error: “This information is currently unavailable. Please check back later.”
Make Tax Code Field Not Mandatory in Expense Reports
Make Tax Code Field Not Mandatory in Expense Reports
Current, Average and Historical Consolidated Exchange Rates are the Same
Current, Average and Historical Consolidated Exchange Rates are the Same
Month Wise Budget report based on Subsidiary
SCENARIO The client requires to get the Monthwise budget allocated report based on the Subsidiary. SOLUTION We have to create a custom budget vs Actual report. STEPS Navigation: Report>Banking/Budgeting>Budget vs Actual. Once the stand Budget vs Actual report opens. Click on the customise button: In edit layout shubtab choose Subsidiary head to group by as… Continue reading Month Wise Budget report based on Subsidiary