Resources E-Commerce Customization & Integration) Imports & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, Flash: Based on our customer demand and feedback, we are pleased to introduce the following refinements to our Support Queues. Option 8 for "CSV Import has been added to the Support Telephone IVR. This change will provide easy access to Technical Support Representatives that are trained on the CSV Import process and are well versed on the specific set of data that is being imported. Their functional knowledge allows them to better assist customers with their questions on specific record types and fields being imported as CSV files. Instead of selecting Option 7 (Administration) for assistance on CSV Import, kindly select Option 8. To find the Netsuite Customer Support Telephone Routing System, navigate to the Support Tab> Customer Service > Customer Support Menu Options or enter the following URL: https://system.netsuite.com/core/help/helppdf.nl?id=309 Netsuite Support appreciates your feedback and is continuously working to improve your Netsuite experience. Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 1
1 2 3 4 5 6 General Accounting, Bank Transactions, AR, Fulfillment & Inventory AP / Procurement Management & Cost Setup & Advanced Netsuite Financial Time & Expense Order Processing Accounting Accounting Accounting Planning Processing Journal Entries Customer Records Vendor Records COGS Accounting Setup / Preference Integration Setup Expense Allocation Basic Jobs / Projects Purchase Order Processing Multiple Location Inventory (MLI) Accounting Tax / Periods Mapping Configuration Expense Reporting Sales Order Processing Receiving Bin Management / Lot Tracking / Tax Concerns Import Data Time Tracking Fulfillment / Pick, Pack & Ship / Bill / Billing Serialized Inventory (excluding Payroll Tax) Administration Budgeting Advanced Shipping Advanced Receiving Gift Certificates One World / SIC Planning Memorized Transactions Shipping Items / Shipping Integration Vendor Return Authorization /Credit Bar Coding and Item Labels Multi-Currency Chart of Accounts (UPS / FedEx / USPS) Bill Payment Drop Shipments & Special Orders Employee Commissions Bank Transactions / Invoicing / Advanced Billing Audit Trail Landed Cost Partner Commissions Reconciliations Customer Payments / Online Bill Payment (Metavante) Multiple Units of Measure Alternate Sales Amount Budget Import Deposits / EFT Electronic Fund Transfers & Reorder Points & Advanced Revenue Recognition Chart of Accounts Import Customer Statements Deposits (ACH - Coastal Software) Inventory Amortization Setup / Preferences - General Customer Return Authorization / Setup / Preference Accounts Item Records Milestone Billing Publishing Dashboards Credit Memo / Refund Payable Inventory Adjustment / Transfers / Job / Project Management Key Indicators Credit Card Sales Processing AP Aging Report Reallocation / Distribution Vendor Specific Objective Evidence Finance Charges Publishing Dashboards Work Orders (VSOE) Audit Trail Key Indicators Price Lists Financial Reports SWE / Software Edition Setup/ Preference Inventory Year-end Closing Setup / Preference Accounts Management Publishing Dashboards Receivable Inventory Reporting Key Indicators AR Aging Report Publishing Dashboards Publishing Dashboards Key Indicators Key Indicators Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 2
Direct Deposit Employee Management Payroll Checks, Forms & Reports (1099, W-2, etc.) Payroll Setup Payroll Transactions Quarterly / Yearly Tax Filings Tax Calculations Time Tracking Publishing Dashboards Key Indicators Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 3
1 2 3 4 Sales Force Support Productivity Tools - Marketing Automation Management CRM Setting Up SFA Setting Up Marketing Case Management Calendar Sales Forecasting Campaigns Issue Management Tasks Opportunities & Estimates Promotion Codes Knowledge Base Events Record Management (Contacts, Leads) Online Customer Forms Publishing Dashboards Phone Calls Sales Reports Marketing Reports Key Indicators Notes Partners and Advanced Partners Customer Surveys E-mail Infrastructure Publishing Dashboards Duplicate Detection / Merge Document Templates Key Indicators Upsell Mail Merge Publishing Dashboards Publishing Dashboards Key Indicators Key Indicators Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 4
Domains Categories / Tabs / Web Store Items External Catalog Site - WSDK HTML Customization of Web Forms Multi-Site PayPal Google Checkout Sell Downloadable Files Shopping Cart / Checkout Themes & Layouts with Related Templates Upsell Manager Web Analytics & SEO ebay Integration Web Store Security Web Store Search Web Store Settings iphone Application Key Indicators Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 5
Resources E-Commerce Customization & Integration) 1 2 3 4 SuiteFlex: Integration (Customization) (SuiteScripts & Workflow Manager ODBC Web Services) Custom Fields Web Services Custom Records SuiteScript - User Event Scripts Custom Tabs SuiteScript - Suitelets Custom Forms SuiteScript - Scheduled Scripts Custom Transaction Form Layouts SuiteScript - Portlets Custom Centers SuiteScript - Client side scripts Custom Lists SuiteBundler Publishing Dashboards Single Sign On (SSO) Key Indicators smbxml and other Legacy Features Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 6
Integration / Bulk Processes (WS, CSV, ODBC) Reports / Searches Usability (slow UI Pages, etc) Web Store status.netsuite.com Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 7
Resources Administration E-Commerce (Customization & Integration) CSV Credit Card Security Waiver QuickBooks Full CSV Export Sandbox Two-Factor Authentication (FOB) General Inquiries Roles & Permissions Files & File Cabinet Mass Update Mass Delete Auto-Generated Numbers Fax Integration TAPI / Telephony Free Roles (Partner, Vendor & Customer Center) Integration Clients (Outlook, Intellisync, Offline Client) Multi-Language Account Provisioning Publishing Dashboards Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 8
Imports & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, 1 2 3 CSV Imports for CSV Imports for CSV Imports for ERP/Payroll data CRM/SFA and Custom Records other data Customer Support Telephone Routing System Copyright 2010, Inc. All rights reserved. 9