General
General · 24 fields · 21 with a value · 3 empty
- Attendeescustrecord_ns_ps_attendees
- ;;Iris Velasquez
- Baserecordtypebaserecordtype
- customrecord_ns_ps_meeting_notes
- Customformcustomform
- Standard NetSuite PS Meeting Notes Form
- Emailcustrecord_ns_ps_meeting_note_email
- Yes
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 10/18/2018 1:08 pm
- Linenumberlinenumber
- 21
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Oct 18, 2018
- Ns ps next meeting datecustrecord_ns_ps_next_meeting_date_dt
- Oct 19, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_25730_3701406_357
- Submitnext tsubmitnext_t
- customrecordentry
- Submitnext ysubmitnext_y
- 234
- Summarycustrecord_ns_ps_meeting_summary
- <p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">Case Form/Alerts Session 10/18</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Thursday, October 18, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:21 AM</p> <ul style="margin-left:.2736in;direction:ltr;unicode-bidi:embed;margin-top: 0in;margin-bottom:0in"> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">Attendees: Kris, Jordan, Iris, Aimee, Daniel, Roxanne, and the rest of the Spa World team</span></p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <ul type="disc" style="margin-left:0in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;background:aqua;mso-highlight: aqua">Spelled "Promor" wrong – Brooke to edit -- DONE</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed the Disposition PPT</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Left Side: Contact Reason (Inbound)</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">A typical Inbound Contact</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***Don’t have a good view into what people are calling about</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Right Side: Outbound follow up</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Opportunity</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Have to follow up the next day</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***These are requiring a follow up</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Next Slide: Outbound Cold Calling</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">All outbound, but specific to a campaign/lead</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Campaigns to track on a macro level</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Will start to add more micro details for reporting</span></li> </ul> </ul> </ul> </ul> <ul type="disc" style="margin-left:0in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***Determined that a session on Friday with Jordan and Roxanne is what we will do to finalize the Case Form and what is needed --- SCHEDULED 11 AM EST</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed the Customer Service and Sales Manager roles to view the Dashboards and Portlets available for reporting/spec transparency</span></li> </ul> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">What Brooke Set up for Case form Customizations (TO CHANGE FROM SESSION)</span></p> <ul type="disc" style="margin-left:0in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Created a new Field Group = Disposition Information </span></li> <ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Contact Reason</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Renamed the native NS field "Case Types" </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Field values come from</span></li> <ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Setup > Support > Case Types</span></li> <ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;font-weight:normal; font-style:normal;font-family:Calibri;font-size:11.0pt">"</span><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">> New" = Add more if need be</span></li> </ol> </ol> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Campaign/Lead Contact Reason</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">All of the possible Campaign/Lead Contact Reason options provided in PPT</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom field</span></li> <ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">List: Campaign/Lead Contact Reason</span></li> </ol> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Opportunity</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">All of the possible Sales Opportunity options provided in PPT</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Field</span></li> <ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">List: Sales Opportunities</span></li> </ol> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Product</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">All of the possible Product options provided in PPT</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Field "Product"</span></li> <ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">List: Products</span></li> </ol> </ol> </ol> </ul> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- Case Form/Alerts Session
- Topicscustrecord_ns_ps_next_meeting_topics
- <List the topics to be covered in the next configuration session>
- Typetype
- custrecordentry
No value 3
- Cc emailcustrecord_ns_ps_meeting_note_cc_email
- —
- NetSuite job record emailcustrecord_ns_job_record_email
- —
- Versionversion
- —
System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
- Customform refidcustomform_refid
- -1234
- Entryformquerystringentryformquerystring
- rectype=234&e=T&id=21
- Idid
- 21
- InternalIdInternalId
- 21
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
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Fields without a value are shown as “—”.