In NetSuite, managing and differentiating various types of users—such as customers, contacts, and employees—can be critical when granting access through the Customer Center. To support this, we’ve implemented a beforeSubmit User Event Script that utilizes a custom field (_eml_nkey_, referred to as Email Key) to determine and record the source type of a login—be it… Continue reading Differentiating Customer Center Login Type in NetSuite Using a Custom “eml_nkey” Overview
Tag: customer center
Summary of Announcement Management Solutions for Customer Center Users
we explore two possible solutions for displaying announcements to Customer Center users in NetSuite. The goal is to ensure that announcements are effectively communicated to users and accessible from the Home Page, with consideration for both ease of access and potential risks. Solution 1: Custom Portlet A Custom Portlet script can be developed to display… Continue reading Summary of Announcement Management Solutions for Customer Center Users
Show multiple rows of the same sales order when viewing the sales order list from the Customer Center
Scenario Show multiple rows of the same sales order when viewing the sales order list from the Customer Center. Solution Login as an Administrator Navigate to Setup > Users/Roles > Manage Roles Custom Customer Center role: Click View Click Searches Click Standard Transaction: List View: Take note of the selected saved search Navigate to Lists > Search > Saved Searches Saved Search noted from step 6: Click Edit Click Criteria Filter: Select Main… Continue reading Show multiple rows of the same sales order when viewing the sales order list from the Customer Center
Unable to Enter Sales Order in the Customer Center
Scenario By default, the Customer Center has Permissions > Transactions > Sales Order = Edit. This lets users Create or Edit an existing Sales Order that they have created. In instances that the Standard Customer Center role or a Custom Customer Center role is unable to Enter a Sales Order, user can test the steps… Continue reading Unable to Enter Sales Order in the Customer Center
Fields on Sales Order Do Not Show in View Mode in Customer Center
Scenario To display fields that are missing when viewing a Sales Order from the Customer Center. Solution Navigate to Customization > Forms > Transaction Forms Click Edit or Customize Purchase Order Form Click Printing Fields tab Print/Email: Enter Checkmark Click Save Note: Steps are applicable to only Basic Printing Type selection on the form If Printing Fields Tab is not visible, change the PDF Printing type to Basic and select the field… Continue reading Fields on Sales Order Do Not Show in View Mode in Customer Center
Hide or Remove Links in the Customer Center
This article provides guidance on how to hide or remove specific links in the Customer Center, such as “Enter an Order,” “Make a Payment,” and “Request a Return.” This can be useful when you want to direct customers to custom links or prevent them from using certain functionalities. Companies may need to hide or remove… Continue reading Hide or Remove Links in the Customer Center
Hide or Remove Links in the Customer Center
This article provides guidance on how to hide or remove specific links in the Customer Center, such as “Enter an Order,” “Make a Payment,” and “Request a Return.” This can be useful when you want to direct customers to custom links or prevent them from using certain functionalities. Companies may need to hide or remove… Continue reading Hide or Remove Links in the Customer Center
Login to Customer Center
For login to the customer center, the URL available under the Company URLs subtab of the Company Information page of the respective NetSuite account required to be used.
How to provide NetSuite access to customers with a custom dashboard
In order to provide NetSuite access to customers with a custom dashboard, we will have to customize the ‘Customer Center’ role.For this, navigate to SetUp> Users/Role> Manage RolesClick on the ‘Customize’ hyperlink in the ‘Customer Center’ role row.Now, under the ‘Permissions’ subtab select the permissions you want to give to the customers for each transactions,… Continue reading How to provide NetSuite access to customers with a custom dashboard
Proposal For NetSuite Customer Portal
Proposal summary This proposal covers the implementation of the NetSuite customer portal for customers to request the creation of sales orders and view the orders created. Requirement The client wants to have a customer portal within NetSuite for the smooth creation and management of Sales Orders. The customers should be able to enter the order… Continue reading Proposal For NetSuite Customer Portal