Proposal summary
Cleerline Technology would like to Pop up from Teams to Netsuite
Requirement
Cleerline Technology would like to open the customer record directly in Netsuite from Teams based on the Customer Phone Number. Here we are proposing a solution that allow the user to search within the Teams for Customer in Netsuite with a specific Phone Number
Our Solution
Prerequisites
- Netsuite account with script permission (We prefer Administrator role to do the development)
- Team Account access
Description of Task
This requirement can be achieved by creating a team app/ custom tab which takes the phone number as input and passes it to Netsuite script, which will search for the customer record and show the customers with a specific phone number.
On the list page, will provide only some basic details of the customer. The users can view the customer record by clicking the link that will redirect the user to Netsuite customer record.
If the phone number does not exist in Netsuite, then it will display a message with a link to navigate to a Netsuite Customer Record form to create a new Customer
Note
- The user should be logged to the Netsuite account (Role with minimum permission to create the Customer) to see the customer record or Customer form on Netsuite when clicking the Link on the Teams page
Risks
- User needs to copy past the phone number on the team app input field so that the script can trigger opening the customer record.
- There is a limit for the concurrent request by using Netsuite External Suitelet. If any request fails due to more than the allowed request at the same time, then will provide an alert to the user to try again.