NetSuite CRM and Sales Force Automation – 5/15/2019 Meeting

PowerPoints are available below the video.


In this month’s meeting, Cory Anderson shares exciting news he picked up at SuiteWorld. Margie Komninos with PlantScan gave an overview of the customer support management capabilities that are native in NetSuite. Then Dana Larson with Eide Bailly gave an overview of how to create leads, turn opportunities and estimates into sales orders and run forecasting reports. Since this is functionality that is already included in your NetSuite licensing (unless you have Financials Only), we think everyone can benefit from this discussion.

NetSuite Advanced PDF and HTML Templates

In this month’s meeting, our board member, Mike Kachline with Vertafore, will walk us through what Netsuite “Advanced HTML and PDF templates” are, how they can be used, and how they are created. This presentation will be well suited for non-developers who want a better understanding of the kinds of business problems which can be solved using Advanced HTML/PDF templates. Since we will cover an example template, you will also get an idea of the “technical chops” needed to implement these.

NetSuite Advanced Saved Searches

We frequently get requests for a deeper dive into Saved Searches. We are so pleased that Jamie Perry from Allegion has agreed to walk us through this. Anyone who creates saved searches or who supervises those who create them will find this topic valuable.

  • Where Saved Searches Are Used
  • Best Practices
  • Highlighting and Filtering
  • Functions
  • Grouping
  • Summaries
  • Use summary data in the criteria
  • When Ordered By  
  • Formulas – simple ones
  • Formulas with SQL Functions
  • HTML Formatting Results

NetSuite Customization

At this meeting, David Jarrell walks us through NetSuite customization options. Learn how to get the most out of NetSuite by customizing multiple aspects to fit your business needs.

  • Fields
  • Lists
  • Records
  • Tabs
  • Centers

NetSuite Customization Do’s and Don’t’s

CUSTOM FIELDS
Do – use unique field script ids (goes for everything with an id)
Do – fill in the Description and Inline Help boxes
Do – use thoughtful field names (consider prefixes like “Matrix-“)

Don’t – make fields applicable to any more records than necessary
Don’t – check the Global Search box unless you really need to
Don’t – use a display type other than Normal unless you know what you’re doing and you’ve tested it. It will bite you.
Don’t – use Mandatory. Use Workflows for that instead. It will bite you.

CUSTOM LISTS
Do – use a naming scheme for your lists
Do – standardize your list values

CUSTOM RECORDS
Do – use when you need to approximately 3 or more pieces of data related to a specific record or record type
Do – use when you need to store information with a one-to-many relationship
Do – replace your Excel spreadsheets and Access databases with custom records
Do – use custom records to store information related to NetSuite data
Do – be careful with permissions to your record
Do – enable System Notes

Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed

Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed

CUSTOM CENTERS, TABS, CATEGORIES AND LINKS
Do – appreciate the amount of effort required for Custom Centers. User profiles and roles will have to be rebuilt.
Do – build one tab at a time and assign it only to yourself while building it.
Do – use tabs to post training content
Do – remember that Links don’t have to link to NetSuite – they can link outside of NetSuite too

NetSuite – Back to Basics

New NetSuite users/admins will find lots of value and even seasoned users should find many pearls in this presentation. Margie Komninos, a 15 year NetSuite user/admin veteran, will take you back to the basics on a whirlwind tour of NetSuite with stops for tips and tricks along the way.

Presentation slides are available below the video.

  • NetSuite Help – So Many Options
  • New Releases Tips
  • SuiteBundles Freebies
  • Lead to Case & Procure to Pay Overviews
  • Understanding Record types
  • The Power of Home Page Portlets
  • Set Preferences – Key Settings
  • Global Search Tips
  • NetSuite Saved Search Tips
  • NetSuite Reports Tips
  • Power of System Notes
  • Getting Data In/Out & Updated
  • It’s Sticky
  • Finding Waldo Tip
  • Permission Violations Trick
  • Easily send invoices to multiple emails
  • Other take-away goodies (more shortcuts and resources)

SuiteFlow Fundamentals

Workflows made simple

Don’t be scared off by what seems like a more technical topic!  Workflows allow users to build scripts using a drag and drop interface so there is no coding.  This will be a great introduction suitable for all users. Presentation slides available below the video.

  • Elements & Actions
  • Approval Routing
  • Business Rules on Data Entry
  • Automate Business Processes