NetSuite Articles
Deep-dive articles on NetSuite features — generated from official Oracle documentation and enriched with real-world context, best practices, and developer insights.
18 articles in "CRM"
Supported Records for Generative AI Integration in NetSuite
Explore supported records for generative AI insights in NetSuite, including inventory items, sales orders, and more.
Labels for Additional Item Prices in NetSuite CPQ Configurator
Add labels to additional item prices in the Summary with NetSuite CPQ Configurator, enhancing clarity and user customization.
Grabbing Cases Feature in NetSuite 2026.1
The Grabbing Cases feature in NetSuite 2026.1 allows support reps to easily assign cases to themselves for efficient customer service.
Commitment Credits Management in SuiteBilling for NetSuite 2026.1
Manage consumption-based commitments with new commitment credits feature in NetSuite 2026.1 SuiteBilling, enhancing billing flexibility.
Campaign Email Address Records in NetSuite 2026.1
Starting in NetSuite 2026.1, you can create campaign email address records for marketing emails, enabling better response management.
Customer 360 Enhancements in NetSuite 2024.2
Customer 360 enhancements in NetSuite 2024.2 provide a unified view of customer data, delivering actionable insights to enhance CRM capabilities.
Prevent Support Reps from Receiving Customer Replies in NetSuite
NetSuite 2024.2 defaults the 'Prevent Support Reps from Receiving Customer Replies by Email' box to cleared, enhancing customer email management.
Prevent Email Copies of Customer Replies in NetSuite 2024.2
NetSuite 2024.2 introduces an option to stop support reps from receiving customer reply emails, streamlining case management.
External Case Response Box Cleared by Default in NetSuite 2024.2
NetSuite 2024.2 clears the External Case Response box by default, simplifying customer communication in Case Management.
Restrict Access to External Case Response Page in NetSuite 2024.2
New in NetSuite 2024.2: restrict access to the external case response page in CRM for enhanced security and control.
New CRM Limited Access User Role in NetSuite 2024.2
NetSuite 2024.2 introduces the CRM Limited Access User Role, enhancing user management for better CRM access control.
CRM Limited Access User Role in NetSuite 2024.2
Discover the new CRM Limited Access User role in NetSuite 2024.2, allowing targeted access for Sales, Marketing, and Support activities.
New CRM Limited Access User Role in NetSuite 2024.2
NetSuite 2024.2 features new roles and updates, while 2024.1 notes Compliance 360 SuiteApp unavailability.
Customer 360 Enhancements in NetSuite 2025.1
NetSuite 2025.1 introduces enhanced Customer 360 features for better CRM insights.
CRM Enhancements in NetSuite 2025.1 Release Notes
CRM enhancements in NetSuite 2025.1 include security, metrics, and permissions updates.
External Case Response Page Security in NetSuite 2025.2
Security enhancements in External Case Response Page in NetSuite 2025.2 improve link management and validity settings.
CRM Enhancements in NetSuite 2025.2 Release Notes
CRM enhancements in NetSuite 2025.2 include improved metrics and case management security features.
SuiteScript Record Types for CRM in NetSuite 2026.1
SuiteScript record types enhance CRM functionality in NetSuite 2026.1 for managing support cases.