How to Add a Case Origin in NetSuite and Use It on a Case
Review the Setup > Support lists, add a Chat case origin, and pick it in the Origin field of a new support case so reports can separate channels.
NetSuite guides
CRM in NetSuite
Start with the right company or person and avoid duplicate records. These guides show how to move a relationship from lead to forecast and how to route and claim support cases.
Approve a Customer Accounting Review in NetSuite
Follow an installed customer accounting-review workflow, find the pending customer and verify the custom approved status, approver and date separately from native customer status.
How to claim an unassigned support case in NetSuite
Use Grab on the NetSuite Cases list, verify the new owner, and inspect the original customer issue without marking it resolved.
How to clear a bounced email address in NetSuite
When a customer shows "The following email addresses have experienced bounces recently", find the address on Lists > Relationships > Bounced Email Addresses, check its Error Message, delete the entry once the mailbox works, and confirm the warning is gone.
Create a Campaign Subcategory with a Default Lead Source in NetSuite
Add a NetSuite campaign category under an existing parent, give it a Default Lead Source, and check it on Campaign Categories and in the Marketing Campaigns Category column.
How to create a customer in NetSuite
Create a NetSuite company customer, review the name, status, and subsidiary, and verify the saved record before entering transactions.
How to Create a Lead from a NetSuite Online Case Form
Turn on Create New Lead on No Match in Support Preferences, submit a web case from an email NetSuite doesn't know, and check the new lead and the case filed under it.
Create a return authorization from a support case in NetSuite
Use Return Authorization from Case to return three invoice units, create a replacement sales order, and verify the saved links and approval statuses.
Create a Web-to-Lead Form in NetSuite
Build a NetSuite Online Customer Form that turns website submissions into leads, with lead status, lead source, duplicate handling, auto-reply and the Publishable Form URL.
How to create an opportunity in NetSuite
Create and save a NetSuite Opportunity for an existing customer or company with a projected deal value.
How to create a contact in NetSuite
Create a NetSuite contact, enter a name and email, and verify the saved record. See where to check its company association.
How to create NetSuite Knowledge Base topics and solutions
Build a parent topic and a subtopic in the NetSuite Knowledge Base, write an approved solution, file it under the subtopic, and check that the topic lists it.
How to create a lead in NetSuite
Add a company lead in NetSuite, check duplicate warnings, and confirm its saved status and email before moving on.
How to create a partner in NetSuite
Create a NetSuite partner record, review its company details, and check the saved result. Partner access and commissions are separate setup.
How to Create NetSuite Support Cases from Customer Email
Find NetSuite's case capture address, check the sender's contact record, send a customer email to it, and open the support case NetSuite creates.
Import customer records from CSV
Import customer records from a CSV file with NetSuite Import Assistant.
Publish the Knowledge Base to Its Own Tab in NetSuite
Create a Presentation tab for employees under Setup > Intranet > Tabs, publish a support topic to it from Lists > Support > Knowledge Base, and read the topic's approved solutions from the new tab.
Reassign customer sales reps with a NetSuite mass update
Reassign customer Sales Rep values with a NetSuite mass update. Preview the selection, exclude an exception and verify both customer records afterward.
How to route NetSuite help desk cases to a support rep automatically
Use case rules and a case territory so internal help desk cases from the NetSuite Employee Center land with the right IT support rep, then check one new case end to end.
Schedule a customer phone call in NetSuite
Schedule a customer phone call in NetSuite with reserved time and an agenda. Reopen the activity to check its customer link, organizer and Scheduled status.
Send a NetSuite Email Campaign to a Saved Search with a Dynamic Group
Email the contacts a NetSuite saved search returns: build a dynamic contact group from the search, write a campaign template, and schedule an E-mail event set to Execute.
Create an Opportunity and Trace Its Weighted Forecast Contribution in NetSuite
Create an opportunity with a projected amount and probability, then trace its weighted contribution through a sales representative's forecast.
Track a Workiro Invoice Review Task in NetSuite
Create an assigned Workiro invoice review task, view it from a linked NetSuite Customer and distinguish an assignee suggestion from the creator marking complete.
Update existing NetSuite customers with a CSV import
Update existing NetSuite customers by CSV using Internal ID and Update mode, then verify Category, Sales Rep, and Email on the same records.
View Customer Sales and Returns in NetSuite Customer 360
Use the Customer360 tab on a NetSuite customer record to review the scorecard and top-selling items.