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.
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.
Our board president, Cory Anderson with AvidMax, will walk us all the way through the Netsuite Marketing Automation system starting with capturing a lead, marketing to leads, and then analyzing a marketing campaign. This meeting will be focused around email marketing but will give a general understanding of Netsuite campaigns that can be applied to other campaign types. Any Netsuite user that would like to understand NetSuite’s powerful marketing functions and how they can put them to use to generate leads, customers, and sales. Only a basic understanding of marketing principles is necessary to be able to use the information presented.
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.
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
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)
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.
This is the recording of the March 2018 Rocky Mountain NetSuite User Group meeting. Barry Erwin from NetSuite reviewed the 2018.1 release and then talked about managing employees in NetSuite. If you work in Human Resources or are responsible for any employee data this should be extra useful.
Presentation slides are available to download below the video.
Dana Larson from Eide Bailly goes over standard reporting and saved searches in NetSuite. Presentation slides are available for download below the video.
Rocky Mountain NetSuite User Group 