Netsuite is a powerful software package that can prove challenging to handle. Businesses around the globe have been implementing the tool into their organizations for several years, but there are plenty of people struggling to get the most out of the system. Netsuite can help bring a company to the next level, but if you are finding it difficult to manage, it can cost the company time and money.
Business owners invest in the cloud ERP tool for many reasons, but because users can customize the software, it makes it an attractive ERP system to bring into a business. It gives users a lot of freedom, but it can also cause a lot of stress and confusion for those who are trying to focus on Netsuite training. In this blog, we will pinpoint some of the areas in Netsuite that can help you up your game.
How Can I Use Netsuite To Send Emails To Multiple People At Once?
One of the reasons why so many organizations invest in Netsuite is to improve productivity. If you find yourself spending a long time sending the same email to a long list of people, then you can use the system to send the same email to multiple addresses at the same time instead. Follow these simple steps to successfully send emails to multiple people:
- First off, you will want to make a new custom field which you can find on Project. You can use this field to save a list of email addresses. Once the email addresses have been entered into the box, you can send the same email to whatever addresses you want.
- Once this has been completed, you can create a Workflow with a send email action. After, you must enter the recipient into a new field you have created.
- Make a new saved search so that you can find the email address. You will find this in the ns_concat function.
- It’s best if you change the field type “Project Email” to a “Free Form Text”. Then, untick the box where it says “Store Value”.
This way, it can help you save time and energy on how long you spend sending an email to each person individually.
How Can You Display The Calendar Portlet?
Calendars have been used in business since they were invented. They can help people within your organization schedule meetings, prepare their workload, and stay on top of the tasks that need to be done. People using the system will want to access their calendars without having to look too hard.
If you want to change the dashboard in Netsuite so that your Calendar Portlet is on display you must go to your home screen, and then click on the Personalize dropdown. Once this has been completed you must select the calendar. You should have an option of different Calendar Portlets that you are able to add to your dashboard.
When you have the calendar’s dashboard open, click on the 3 dots that are located on the corner. In this area, you can change the calendar’s features. This will give you the option of what you would like the calendar to show, such as upcoming meetings, blocking tasks, etc.
Start A Netsuite Course
There are plenty of Netsuite courses that will help you brush up on your skills. If you are working for an organization, consider asking your employers to invest in a course. This will help the users understand the system better. Before you begin the course, write down all of the issues you are having with the software. You can discuss the problems that you are facing with the expert who is running the course and see if they can help you.
Try and find a course that suits the area you work in. For example, if you work in the accounts department, try and find a course that focuses on account administration. If you have to pay for the course yourself, realize that it will look good on your CV if you are looking for a new job in the future. Because so many businesses use the tool, it might help you get your foot in the door in another business.
Lots Of Training Courses Online
However, if your boss is reluctant to invest in a training program, there are plenty available online. You might have to pay a small fee for some of these courses, while others are free. Netsuite experts often post tutorials to streaming platforms. A lot of these are easy to follow tutorials, and you should have no issues finding them on streaming sites like YouTube.
Since the early stages of the pandemic, a lot of people are running Netsuite classes on the web. Find a Netsuite course that will provide you with a Netsuite certificate once you have completed it. Not only will these courses help you become more proficient using the software, but it will help you work smarter rather than harder. Understanding the tool will help you get your work done faster, so you will have extra time to work on other projects.