Learn about some of the most important 2019.1 software release updates here:
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NetSuite Marketing Automation
Presentation slides available at bottom of post
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.
Marketing Automation
-Lead Capture
-Subscription Management
-Preparing Email Campaigns
-Executing Campaigns
-Lead Nurturing Campaigns
-Campaign Analysis
-Alternative Options for Automated Marketing
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
Functions to use with Formulas in NetSuite
This is a great and valuable resource that will help you expand your knowledge of functions within NetSuite.
2018.2 Release Updates and Global Search Tips & Tricks
Dana Larson from Eide Bailly presented some of the important 2018.2 updates, and shared some great global search tips and tricks. See the slides here:
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
Managing Employees with NetSuite
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.
Saved Search Tips and Tricks in NetSuite
Tips and Tricks from Margie Komninos
Rocky Mountain NetSuite User Group 