When managing support cases in NetSuite, it’s essential to have the correct contact person assigned by default. This ensures that the right individual receives notifications and can respond promptly. The default contact for support cases is often linked to the list of Authorized Contacts in your NetSuite account. These individuals are designated to interact with NetSuite Support on behalf of your organization.
Maximum of 2 contacts can be set as authorized contact.
Setting Up an Authorized Contact
Before you can change the default contact for support cases, you need to ensure that the person you want to assign is set up as an Authorized Contact. Follow these steps to set up a new Authorized Contact in NetSuite:
- Log in to Your NetSuite Account:
- Use your credentials to access your NetSuite environment.
- Navigate to the Support Tab:
- Once logged in, locate and click on the ‘Support’ tab.
- Access the NetSuite Account Center:
- Under the NetSuite Account Center portlet, click on the ‘NetSuite Account Center’ link.
- Find the Authorized Contacts Section:
- In the Customer Center – Home Links portlet, click on the ‘Authorized Contacts’ link.
- Create a New Authorized Contact:
- Click on the ‘New Authorized Contact’ button.
- Fill Out the Required Fields:
- Provide the following details for the contact:
- First Name
- Last Name
- Email Address
- Phone Number
- Timezone
- Check the Authorized Checkbox:
- Ensure that the ‘Authorized’ checkbox is selected to designate this person as an authorized contact.
- Save the Record:
- Click ‘Save’ to complete the setup.
Authorized Checkbox can be checked for maximum of 2 contacts at the same time