General
General · 24 fields · 20 with a value · 4 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
- 10/19/2018 1:34 pm
- Linenumberlinenumber
- 22
- Ns ps meeting datecustrecord_ns_ps_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_25765_3701406_347
- 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 Customizations Session 10/19</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Friday, October 19, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:45 AM</p> <ul style="margin-left:.2993in;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: Brooke, Jordan, Roxanne, Iris</span></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-style:italic">***Main focus and what we did in the session == Worked on rearranging, customizing, and adding fields to the Spa World - Case Form</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">Utilized native NS “Origin” </span><span style="font-family:Wingdings;font-size:12.0pt">è </span><span style="font-family:Cambria;font-size:12.0pt">Contact Channel</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">Inbound, Outbound, Email, Chat, Social Media, Other</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">IF want to add a new Contact Channel</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">Leverage the Origins</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Setup > Support > Case Origin Types > New</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Changed Company </span><span style="font-family:Wingdings;font-size:12.0pt">è </span><span style="font-family:Cambria;font-size:12.0pt">Customer</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Placed Disposition field group at the top, and brought in Customer</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Alert needed</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">Case assigned to (Me) and if it was a Sales Opportunity</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Created a new Case Profile for Homemart because it is a separate piece, with the B2C</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Have an Indirect Sale</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">Consumers are calling in and asking about products</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">They will need these details…</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">Adding to a Case (call in, outbound follow up communication)</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">They have an Opportunity record made by the Sales rep</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to store that Consumer detail as it follows through on Orders</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Have the EDI piece incorporated with them</span></li> </ul><li><font face="Cambria">Reviewed RA from Case</font></li> </ul> <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-weight:bold;font-style:italic;text-decoration:underline; font-family:Cambria;font-size:16.0pt">To Do</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">Don’t need campaign/lead info - DELETED FIELD + LIST</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Don't need Subject field</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">Investigate why this field will not allow me to remove</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Created an Anonymous Homemart Customer -- Sales Rep for this customer will be added later once Employee record is created/updated</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Alert needed</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">Case assigned to (Me) and if it was a Sales Opportunity</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to discuss with Shari + David how a consumer will come into play since has an EDI connection and calls in for Cases</span></li> </ul> </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: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">Contact Channel</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">Renamed the native NS field "Origin"</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> <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">Setup > Support > Case Origin Types</span></li> <ul type="square" 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">" > New" = Add more if need be</span></li> </ul> </ul> <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">Current values = Inbound, Outbound, Email, Chat, Social Media, Other</span></li> </ul> </ul> <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> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Item</span></li> <ul type="circle" 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">Custom field for the team to write in the Item</span></li> </ul> </ol> </ul> <p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- Case Customizations Session
- Topicscustrecord_ns_ps_next_meeting_topics
- <List the topics to be covered in the next configuration session>
- Typetype
- custrecordentry
No value 4
- Cc emailcustrecord_ns_ps_meeting_note_cc_email
- —
- NetSuite job record emailcustrecord_ns_job_record_email
- —
- Ns ps next meeting datecustrecord_ns_ps_next_meeting_date_dt
- —
- Versionversion
- —
System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
- Customform refidcustomform_refid
- -1234
- Entryformquerystringentryformquerystring
- rectype=234&e=T&id=22
- Idid
- 22
- InternalIdInternalId
- 22
- 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 “—”.