In the dynamic landscape of business, cultivating lifelong customer relationships is a cornerstone of sustained success. NetSuite CRM, a robust Customer Relationship Management platform, offers a powerful toolkit to help organizations achieve this goal. In this article, we’ll explore five proven strategies to build lasting connections with customers using NetSuite CRM. 1. 360-Degree Customer View:… Continue reading 5 Proven Ways to Build Lifelong Customer Relationships with NetSuite CRM
Category: NS Implementation
All articles / code related to Netsuite implementation
What is input tax credit
What is input credit? Input credit means at the time of paying tax on output, you can reduce the tax you have already paid on inputs. Say, you are a manufacturer – tax payable on output (FINAL PRODUCT) is Rs 450 tax paid on input (PURCHASES) is Rs 300 You can claim INPUT CREDIT of… Continue reading What is input tax credit
Deploy Features using VS code
To deploy the ‘Enable Features’ using VS codes, follow the steps Created a new VS code project. Create an XML file that contains the features. The features are provided in the <feature> </feature> tags with the <id> and the <status>. If the status is Enabled, then the checkbox for that particular feature will be checked… Continue reading Deploy Features using VS code
Account set up and basic configuration document- East USA
SUMMARY The document discusses the standard functionalities that can be are enabled and not enabled within the NetSuite account of Myntahl East Electronics. It is structured into 3 sections: the first section focuses on features related to business processes, the second section addresses features associated with requirements, and the third section pertains to features requiring… Continue reading Account set up and basic configuration document- East USA
Best Practices When Working With NetSuite User Roles.
Apply the principle of least privilege when assigning user role permissions. Review all custom record permissions for each user role to ensure all necessary permissions are granted (or removed). Take the time to understand any potential conflicts in segregation of duties between the custom roles in your NetSuite environment and document user role combinations that should not be… Continue reading Best Practices When Working With NetSuite User Roles.
SDF errors when deploying forms
When deploying forms from the source account to the target account using SDF, you may encounter an error: ‘The visible value of the [scriptid=custentity_portal_active_date] field object cannot be modified.‘ This error can occur when the forms try to overwrite an existing form. The error occurs when, in the existing form, a field is set to… Continue reading SDF errors when deploying forms
Basic NetSuite Configurations Template
Before initiating the NetSuite implementation process for a client, the initial step involves performing basic configurations of the NetSuite. To commence this process, we require the client to complete a template with the necessary information. Once we have received them, we can proceed to set up the basic configurations for their NetSuite account. An example… Continue reading Basic NetSuite Configurations Template
Upload files from the VS code to a new account
When the file upload functionality is not working in your system then deploy them as a project. To upload multiple files from one account to another account, create a VS code project and add the files that need to be deployed. (The path must be in the correct format) Then connect the target account to… Continue reading Upload files from the VS code to a new account
SDF Deployment Error while deploying Reports
While deploying the reports from one account to another, we imported the XML files for both the report and the layouts. However, during the validation of objects in the target account, an error may occur, stating: “The manifest contains a dependency on customlayout_1_7358136_717 object, but it is not present in the account“. To resolve this… Continue reading SDF Deployment Error while deploying Reports
Deploy Forms from source account to target account
If a user needs to deploy Entry forms and transaction forms from one account to another, it may result in a ‘Time out’ error due to the bulk data, such as forms containing lists, fields, field groups, and sublists. In such cases, the only solution is to deploy the forms individually. However, the way to… Continue reading Deploy Forms from source account to target account