Posts

FloDocs/Strongpoint – Automated Customization Documentation

Mark Walker of Strongpoint (previously FloDocs) will be flying in from Canada to present to our group.  Strongpoint/FLODocs™is the leading documentation and customization management tool for NetSuite. Strongpoint/FLODocs™ automatically documents customizations in your account. The unique tools enable you to understand the customizations in your account and to develop easy to understand process documents right in NetSuite.

  • Introduction – Why do we need automated documentation?
  • How it works  – Set it up and forget it.
  • Cleaning up your account – how to identify and remove unused customizations.
  • Change Management -Find out what is going to break before you change it.
  • Compliance – being ready for auditors.
  • Process Documentation – less is more and more achievable.
2015.5.20 Introduction to FLODocs – CustomerDownload
2015.5.20 FLODocs Demo Slides v2Download

Advanced PDF/HTML Templates

We are pleased to have Daniel Matyas present. He is the NetSuite product manager for Advanced Printing (Advanced PDF/HTML) .  Although part of this sounds very technical, we believe that everyone can benefit from this discussion.

  • Feature Introduction – goal of advanced printing; feature activation; customization of standard templates
  • Main Screen – properties dialog
  • Printing Template Editor – new element & styles tabs; standard elements & interactions; interactive tabs; field drag & drop, UI Freemarker interactions; header/footer, table insert/remove/edit; adding new fields, field selector; Freemarker syntax
  • Source Code Editor – iteration over sublist items
  • Printing from SuiteScript – data source creation; load template from file cabinet; create PDF as downloadable
  • Unsupported Functionality
2015.3.18 Advanced Printing Presentation_CUGDownload

As this was prior to recording meetings, please download meeting notes below.

2015.03.18 Meeting Notes Advanced PDF-HTML TemplatesDownload

NetSuite Marketing Automation – Email Marketing

We will walk 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.

  • Marketing Automation
  • Lead Capture
  • Subscription Management
  • Preparing Email Campaigns
  • Executing Campaigns
  • Lead Nurturing Campaigns
  • Campaign Analysis
  • Campaign Assistant – Wizard-based
2015.1.21 Email Marketing AutomationDownload

As this was prior to recording meetings, please download meeting notes below.

2015.1.21-meeting-notes-marketing-automationDownload