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Articles tagged #CASE

Articles tagged

#CASE

Setup & Customisation

Submit a Case to NetSuite Support

OVERVIEWCustomers may submit a case directly to NetSuite Support for the following reasons below.

CRM

Case Emails Are Not Received on Outlook but Recorded on the Case Messages

Emails on the cases are not received on Assigned To employee's Outlook application but inside the case record, the emails are recorded on the Messages sublist.

CRM

Show Customer Address on Case Record and on Email Templates

Scenario

CRM

Effect of Adding/Updating Case Status on Case Searches

User needs to change or add a Case Status and they would like to know what will happen to their existing saved searches where the status is added as a filter.

CRM

Remove Internal Messages from Customer Notification Update on Cases

The user wants to exclude internal messages from the email notification sent to customers when a case is updated.

CRM

View Only Sent Messages in the Messages Subtab of a Support Case Record

A user wants to use the Email Sent field as a criteria for a Message Saved Search.

CRM

Case Saved Search That Displays Cases a Support Rep Escalated to a Specific Support Rep

Create a Saved Search that displays who a Case has been Escalated to.

Payroll

Marking Employees as Support Reps

To include employees in Assigned To fields on case records, you must check the Support Rep box on the employee record for each rep.

eCommerce

Publish and Embed Your Online Case and Customer Forms

When you publish an online form, customers can complete the form directly on your website. First, create the case or customer form, and then follow the steps below to publish the form on your website.