Removal of Application Performance Management 1.14.0 and Earlier Versions
Category: NS Administration
All articles / code related to Netsuite administration
Popup Window From a Saved Search
Scenario: Is there any way to have the search result pop instead of opening a new tab every time it is triggered? The user is opening dozens of tabs open in a very short time. The end result is to have a contact opened and the contact history opened as an Inbound Call so the… Continue reading Popup Window From a Saved Search
Deprecation of HTML Code in Saved Search Formula (Text) Fields
Deprecation of HTML Code in Saved Search Formula (Text) Fields
Access to Modify Exchange Rates
In business, dealing with multiple currencies is a common occurrence. The default exchange rate for a transaction is based on the currency selected on the related entity (such as customer or vendor) record and the transaction date. This default is the rate in the Currency Exchange Rates list for the selected currency effective as of… Continue reading Access to Modify Exchange Rates
Configurations and control over the branding of support communication
Summary: This article provides guidance on creating case profiles in NetSuite, offering the ability to apply different configurations to support cases. By utilizing case profiles, you gain control over the branding of your support communication, allowing for unique and tailored support experiences. The article highlights the benefits of setting templates for each profile, including providing… Continue reading Configurations and control over the branding of support communication
Providing Item Support for Enhanced Case Filtering and Expert Assignment
Summary: This article explains how to offer support for items in NetSuite, enabling more accurate case filtering and specialized assignment. By extending support to items, you can assign cases related to specific items to support representatives with expertise in those areas. The article highlights the types of items for which support can be offered and… Continue reading Providing Item Support for Enhanced Case Filtering and Expert Assignment
Restricting Case Access Based on Subsidiary
Summary: This article explains how to configure case access restrictions based on subsidiaries in NetSuite. By enabling this feature, support representatives will only be able to access cases associated with the subsidiaries selected for their support rep role. The article highlights the purpose of the “Restrict Cases Based on Subsidiary” checkbox and its impact on… Continue reading Restricting Case Access Based on Subsidiary
Limit escalations to support reps only
Summary: This article provides instructions on configuring case escalation settings in NetSuite to limit escalations to support representatives only. Enabling this feature ensures that only employees with the “Support Rep” designation on their employee records appear in the “Escalate To” field on case records. Request: The user seeks guidance on configuring case escalation settings in… Continue reading Limit escalations to support reps only
Send Email to the Customer on Case Creation by Sales Rep
Request: The user wants guidance on automatically sending email notifications to customers when cases are created by support reps in NetSuite. Solution: In NetSuite, you can configure automatic email notifications to be sent to customers when cases are created by support reps. Follow the instructions below to enable this feature: Go to Setup > Support >… Continue reading Send Email to the Customer on Case Creation by Sales Rep
Lock Closes Cased after specific days
Summary: This article provides instructions on how to lock closed cases in NetSuite after a specified lockout period. Enabling this feature ensures that closed cases cannot be edited or accessed by anyone other than the account administrator. Request: How it restricts editing and access to closed cases by anyone other than the account administrator? Solution:… Continue reading Lock Closes Cased after specific days