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.
NetSuite Customization Do’s and Dont’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
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.