Marty Zigman

Conversations with The Prolecto Leadership Team

Certified Administrator • ERP • SuiteCloud

Category: CRM

Learn how to Manage any NetSuite Record by Exception

Learn how to Manage any NetSuite Record by Exception

Take any NetSuite record and add rules to allow management by exception.

Get Control: Auto Approve NetSuite Transactions with Hold Rule Checks

Get Control: Auto Approve NetSuite Transactions with Hold Rule Checks

Learn a superior method to auto approve NetSuite transactions by defining specific hold rules to manage and control business flows.

Drive Custom NetSuite Based Multi-Sales Discount Programs

Drive Custom NetSuite Based Multi-Sales Discount Programs

Learn how you can drive automated selling programs leveraging the NetSuite platform.

Convert a NetSuite Lead to a Vendor

Convert a NetSuite Lead to a Vendor

Learn how to bypass NetSuite’s CRM default behavior to convert a lead to a vendor instead of a prospect.

Supercharge NetSuite Advanced PDF/HTML Templates

Supercharge NetSuite Advanced PDF/HTML Templates

Exploit multiple linked NetSuite Saved Searches to describe your data and drive your Advanced PDF / HTML template. Craft your work and preview side-by-side for a productive experience.

Learn how to Implement a NetSuite Email Plug-in to Automate Order Processing

Learn how to Implement a NetSuite Email Plug-in to Automate Order Processing

Get some sample code and learn how NetSuite’s Email Plug-in framework can drive automation.

Solution: Route NetSuite Leads based on the Shortest Distance

Solution: Route NetSuite Leads based on the Shortest Distance

Learn how to leverage Google Maps and Trigonometry with NetSuite to calculate the shortest distance between two points.

Best Practice: NetSuite Lead Imports and Campaign Responses

Best Practice: NetSuite Lead Imports and Campaign Responses

Learn the best practice to import leads into NetSuite and work with campaign response records. Get a SuiteScript code pattern that illustrates the logic including how to update address records and campaign events.

Changing NetSuite Contact Owner when Marked Private

Changing NetSuite Contact Owner when Marked Private

Learn how to clean up NeSuite contacts that are marked Private so you can become Owner.

Tip: Search for Unknown NetSuite Drop Down Data

Tip: Search for Unknown NetSuite Drop Down Data

Learn how to use the “%” operator in HTML drop downs to quickly lookup NetSuite data.