Proposal Summary This proposal outlines the displaying the distance from business unit location to customer shipping location on Quote/Sales Order at Power Utility Products (hereafter referred as client) by Jobin&Jismi (hereafter referred as Implementer). This proposal covers the customization to calculates and displays the distance (in miles) between the Business Unit Location and the… Continue reading Proposal for Displaying Distance From Business Unit Location to Customer Shipping Location on Quote/Sales Order
Tag: google map integration
Proposal For CRM Requirements & Outlook Integration
Proposal Summary This proposal outlines the development of CRM requirements, including updates for Google Maps integration, task record updates, POS ordering, survey reports, and additional features. It also covers the scope of Outlook integration, including bidirectional task-to-event synchronization and email message sync. This proposal is based on our discussions, anticipation, and understanding through our meetings… Continue reading Proposal For CRM Requirements & Outlook Integration
Google Map Integration
Google Map Integration According to the Google Maps view, sales representatives select customers based on their requirements, creating task records accordingly. The sales rep typically manages a portfolio of 20 to 50 customers or leads, and he needs to know where his customers are spread-out through google map. By visualizing the distribution of customers on… Continue reading Google Map Integration
How to add an address lookup feature on a customer record.
Using Dynamic Hyperlinks facilitates Google Map integration in NetSuite. For hyperlink fields, you can establish a link to a website by setting dynamic defaults. Dynamic defaults prove beneficial when the exact URL is unknown until information is collected for the record. You may also wish to incorporate information specific to the current logged-in session as… Continue reading How to add an address lookup feature on a customer record.