Managing Case Origins in NetSuite for Effective Support Tracking

Summary: This article provides guidance on managing case origins in NetSuite to track the reporting method of support cases. It highlights the importance of knowing how a case was reported in order to facilitate effective communication tracking with customers. The article explains the presence of the Case Origin Type field on case records and online… Continue reading Managing Case Origins in NetSuite for Effective Support Tracking

Categorizing Support Cases in NetSuite

Summary: This article provides instructions on how to categorize support cases in NetSuite. Categorizing cases allows support employees to quickly identify the type of issue being reported, enabling efficient resolution. The article explains how to create case types in NetSuite using the provided default options. Request: How to categorize support cases in NetSuite Solution: In… Continue reading Categorizing Support Cases in NetSuite

Entering Cases in NetSuite instead of Other Software

Summary: This article provides guidance on how to enter cases in NetSuite instead of using alternative software solutions. It explains the process of recording case records in NetSuite and highlights the requirement of having the Customer Service and Support feature to save cases. Request: The user would like to enter a case through NetSuite instead… Continue reading Entering Cases in NetSuite instead of Other Software

Netsuite Support case – NS Staff Access to Netsuite Data

The authorized NetSuite staff may need to access a copy of the Netsuite account in an internal QA environment in order to investigate and fix any cases and issues we have reported. For this we have flexibility and control over how and when we allow the authorized NetSuite staff to have such access, Netsuite provides… Continue reading Netsuite Support case – NS Staff Access to Netsuite Data