NetSuite allows users to perform mass updates, including the mass deletion of support cases. It’s important to note that the ability to delete cases may be subject to user roles. Non-administrator roles can delete cases only if they are the organizer or owner of the respective cases. Below is a step-by-step guide on how to execute a mass delete of support cases:
- Access Mass Update Feature:
- Navigate to the “Lists” menu and select “Mass Update” followed by “Mass Updates.”
- Choose Customer Support and Service:
- Within the Mass Updates screen, click on “Customer Support and Service” to access support-related mass update options.
- Select Delete Cases:
- Among the available options, choose “Delete Cases” to initiate the mass deletion process.
- Define Deletion Criteria:
- On the “Criteria” subtab, specify the conditions that will determine which cases should be deleted. This could include date ranges, specific statuses, or other relevant criteria.
- Preview Deletion:
- Click on the “Preview” button to review a list of cases that meet the defined criteria. This step allows users to double-check and ensure that only the intended cases will be deleted.
- Refine Selection:
- In the Results list, users have the option to selectively exclude cases from deletion. Clear the box in the “Apply” column for each case that should not be deleted.
- Perform Deletion:
- Once satisfied with the selection, click “Perform Delete” to execute the mass deletion. Alternatively, choose “Return To Criteria” if further adjustments to the selection are needed.