In this video, Andre Tardio, a consultant at Concentrus, walks you through the NetSuite Customer Center and its functionalities. You'll learn how to set up the customer center, grant customer access, and explore the features available to your customers.
Here's a quick rundown of what's covered:
*Enabling Customer Access: Discover how to activate the Customer Center feature and online ordering capabilities.
*Customer Role Setup: See how to assign the Customer Center role and provide access to specific features.
*Customer Center Interface: Take a tour of the customer center's dashboard, including functionalities like viewing outstanding balances, orders, estimates, and cases.
*Customization Options: Learn how to customize the information displayed to customers based on their needs.
*Placing Orders: See how customers can easily enter and submit orders directly through the Customer Center.
*Search and Filter Transactions: Explore the search and filter options for customers to find specific transactions.
*Additional Features: Discover functionalities like statement printing, profile editing, support case management, and more.
By the end of this video, you'll gain a strong understanding of the NetSuite Customer Center and its potential to empower your customers with self-service capabilities.
Негізгі бет NetSuite Tutorial: Short & Suite: Review of NetSuite Customer Center
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