Summary: This article provides guidance on how to enter cases in NetSuite instead of using alternative software solutions. It explains the process of recording case records in NetSuite and highlights the requirement of having the Customer Service and Support feature to save cases.
Request: The user would like to enter a case through NetSuite instead of using other software.
Solution:
To address your requirement of entering cases in NetSuite, you can utilize the built-in functionality to record case records. However, it is important to note that in order to save cases within NetSuite, you need to have the Customer Service and Support feature enabled.
To enable the feature,
- Navigate to Setup > Company > Enable Features
- Click CRM
- Customer Support and Service: Enter the Checkmark
- Click Save
