Marty Zigman

Conversations with The Prolecto Leadership Team

Certified Administrator • ERP • SuiteCloud

Category: CRM

NetSuite Customer Facing HTML Based Order Viewer Demonstration

NetSuite Customer Facing HTML Based Order Viewer Demonstration

NetSuite can be used to host a customer-facing web experience to drive interactive mobile-friendly order status and approvals.

Automatically Export NetSuite Saved Search as CSV to File Cabinet

Automatically Export NetSuite Saved Search as CSV to File Cabinet

Learn how you can define a saved search that will automatically export to a NetSuite file cabinet on a scheduled basis.

Learn How To Quickly Add Vendor and Customer Contacts to NetSuite’s Email Composer

Learn How To Quickly Add Vendor and Customer Contacts to NetSuite’s Email Composer

See how NetSuite’s email message composer is enhanced to quickly get vendor and customer contacts relevant to a customer dropship order.

Watch NetSuite Drive Fast Tablet (iPad) Based Order Entry

Watch NetSuite Drive Fast Tablet (iPad) Based Order Entry

Learn how NetSuite can drive mobile-driven salespeople order entry using iPad, Mobile, and Tablet computers.

NetSuite Email Plugin Listener to Native Email Message Object

NetSuite Email Plugin Listener to Native Email Message Object

Learn the approach to listen to NetSuite’s inbound email plug-in technology and drive a NetSuite email message object.

Learn How To Intelligently Manage NetSuite Change Orders

Learn How To Intelligently Manage NetSuite Change Orders

Learn how to save time and formalize NetSuite change orders so that you can quickly assess the financial impact and provide a clear change request for customers to approve.

Get Control over NetSuite’s Email Reply-To Address

Get Control over NetSuite’s Email Reply-To Address

Learn how you can get specific control over the email address and reply-to information for NetSuite driven email.

Watch a Video to See How you Can Email Images to NetSuite and Tag them with Additional Attributes

Watch a Video to See How you Can Email Images to NetSuite and Tag them with Additional Attributes

Without the need for a NetSuite license, learn how you can upload an image to Netsuite using email and describe the image using a custom application.

NetSuite’s Entity “Other Relationship” Idiosyncrasies

NetSuite’s Entity “Other Relationship” Idiosyncrasies

Learn about some of the challenges when working with NetSuite’s “Other Relationship” entity structures.

Accelerate by Automatically Synchronizing NetSuite Parent to Child Customer Information

Accelerate by Automatically Synchronizing NetSuite Parent to Child Customer Information

Get an algorithm to automatically copy information from a NetSuite parent customer to a child record.