In order to provide NetSuite access to customers with a custom dashboard, we will have to customize the ‘Customer Center’ role.For this, navigate to SetUp> Users/Role> Manage RolesClick on the ‘Customize’ hyperlink in the ‘Customer Center’ role row.Now, under the ‘Permissions’ subtab select the permissions you want to give to the customers for each transactions,… Continue reading How to provide NetSuite access to customers with a custom dashboard
Tag: customer center
Proposal For NetSuite Customer Portal
Proposal summary This proposal covers the implementation of the NetSuite customer portal for customers to request the creation of sales orders and view the orders created. Requirement The client wants to have a customer portal within NetSuite for the smooth creation and management of Sales Orders. The customers should be able to enter the order… Continue reading Proposal For NetSuite Customer Portal
Forms in Customer Center
This article shows the List of Supported Forms in Customer Center that can be accessed.
Send Email on customer Payment from Customer portal CDU-698
Send Email on customer Payment from Customer portal
Customer Login Access using Customer Center/Portal
Is there any additional licensing cost for Customer Login Access using Customer Center or any limit to the number of customers that can access NetSuite using the Customer centerThe “Customer Center” role does not consume any license which means it is a free access that can be assigned to any customer record and there’s no… Continue reading Customer Login Access using Customer Center/Portal
Customer centre- cannot view/edit sales order.
This article shows one probable reason for an error caused when we try to view or edit the sales order in customer center.