fbpx
Select Page

When speaking with NetSuite end users, Klugo’s Solution Consultants have realised that some of them are not taking advantage of NetSuite’s mobile app available for both iOS and Android.

This app is especially useful for those working as Sales Representatives. This tip written by Klugo’s Solution Consultant Henry Sack, shows how to enable this feature to empower users in all levels of the organisation.

“Not only does the mobile app gives the ability for the users to create and submit Expense Reports while on the road, in the iPhone it also provides the ability to log phone calls made while using the app,” writes Henry.

Enabling Phone Calls Logging on iPhone

1. Tap on the profile icon on the top right to access the pop-up menu and click on the Settings button:

2. Under Phone Call Logging, enable either or both the following: Track Outbound Calls & Prompt to Log Call.

3. Select the contact that you wish to call. Once the call has been completed, a pop-up will prompt you to log.

4. The New Log Phone Call screen will give the ability to add additional details.

5. Once saved, the phone call will be logged against the record. The mobile app will also display all recent calls and the calls that have not been logged yet.
The NetSuite Mobile App is designed to enable users to stay informed anywhere in real-time and have in their hand the same functionality they would have on a desktop.
 
Sales Representative, for example, have instant access to all recent records and reports/saved searches. They also have access to their personal reminders to review and approve transactions and log CRM activities. KPIs and Scorecards can be monitored on the mobile interface, allowing for real-time information. Live information empowers the users to act in accordance to these KPIs using the scorecard data to leverage their activities.

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-tos, support and news from the Best-of-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.

How are Australian Service Companies Thriving Overseas?

Despite all the difficulties of taking services abroad, a number of Australian Companies are not just thriving locally, they are attaining global success.

The Smoke is Dissipating, How can Technology Providers Help Australian Agroindustry?

Every day more Australian farmers adopt the idea of using technology to combat their problems, lower costs and improve efficiency.

Sunny Days for Agribusiness Solar Distributors

It is time for solar providers to prepare for a shift in agribusinesses from diesel to solar technology and with the right tools expand to the farm sector.

Latest scandals in Retail Payroll, how likely are they to happen to you?

Amidst an epidemic of payroll underpayment across Australia retailers, they should focus on technology that can keep up with legislation changes.

Technology can Enable Manufacturers to Grow by Onshoring

Recent developments in the field of automation offer an attractive proposition for reshoring the supply chain for Australian manufacturers.

Why Retailers Should Be Focusing On Creating Amazing Experiences

Appetite for retail satisfaction is more voracious than ever, providing an amazing customer experience is mission-critical to set yourself apart.

Share This