fbpx
Select Page

Many users are aware that the customer record, like other entity records, have a dashboard view. What users don’t take advantage of is adding the Timeline portlet that outlines the interaction between the entities.

Personalise your Customer Dashboard

1. Switch to the Customer Dashboard view by clicking on View Dashboard located in the top corner, to the right from the Customer’s Name.

2. In the Customer Dashboard view, click on Personalise in the module’s top menu.

3. Enable this useful feature by dragging the Timeline portlet onto the page.

Sales Reps and Account Managers can take advantage of this feature to get a quick overview with regards to the communication and interaction. Records and transactions such as Sales Orders, Estimates, Phone Calls and Messages can be viewed in this portlet.

The portlet will inform the users on details such as the date it was created/sent, transaction status and totals. It is a perfect tool to keep staff informed but also very useful to bring new staff members up to date with your customers’ activity.

At the moment, this portlet is only available for the Customers dashboard. There’s no information if this feature will be made available for Vendors or Partners dashboards, follow us, and we will keep you updated on the matter.

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-to’s, support and news from the Best-in-Class ERP software for the cloud. Keep posted with all things NetSuite.

Henry Sack

Henry Sack

Solutions Consultant

Read here Henry’s original post and follow him for more tips and tricks on leveraging the power of NetSuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

Cloud-based ERP system designed for field service operations

Cloud-based enterprise resource planning (ERP) systems are already transforming businesses around the world. By providing complete solutions that can adapt to a variety of industry needs, organisations are achieving goals that were once unattainable.
What you’ll discover as you keep reading is that a unique cloud-based ERP system has been developed specifically for field service management.

ERP software: why security and surveillance businesses need to know about it

Why is an effective ERP system with field service capabilities an essential tool for security companies? – Innovations such as thermal imaging and artificial intelligence have generated radical changes in how we ensure the safety and security of the things we hold dear. But along with greater capability comes greater complexity. This has generated a demand for integrated field service software systems that handle maintenance, invoicing, HR and inventory management in an efficient and cost-effective manner.

Solar Businesses: Improve Productivity with Digital Transformation

Make solar energy field service more productive (and more profitable) with digital transformation. Explore why and how.

Technological Innovations in the HVAC Industry

Like everything else, the HVAC industry has become more tech-driven in the 21st century. That applies to the way heating, ventilation, and air conditioning systems function, as well as how businesses that install and service that equipment run their operations

Are Toxic KPIs Damaging Your Team’s Performance?

Implementing effective key performance indicators is important to any business that focuses on achieving goals. Using KPIs the wrong way can become toxic and may poison a team’s performance.

5 Keys to Face Disruption in Maintenance for Construction Industry

New challenges and opportunities arise for companies providing Maintenance for Construction, technology can help them improve their own productivity.

Share This

Webinar-service-heroes-580x400px