Case Management in NetSuite
What do you know about setting up and using the case management system in NetSuite? Understanding how case management works can strengthen your overall relationship with your customers by streamlining your response to their needs.
If you're wondering things like . . .
How do I establish case routing in NetSuite?
How do I create case rules and case territories?
What are the main case types in NetSuite, and how to create new case types?
How do online case forms work? How can I create them, and how can I customize them?
. . . then you've come to the right place! Find answers to all these questions (and more!) in this brief video on case management in NetSuite.
Chapters:
00:00 Case Management in NetSuite
00:25 The Case Management Process in NetSuite
00:45 Case Routing in NetSuite
02:02 Case Types in NetSuite
02:38 Case Forms in NetSuite
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More of a reader than a video-watcher? No problem! You can find the blog version of this video here: https://suiterep.com/2022/02/22/case-...
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