NetSuite Customer Portal

NetSuite Customization

Customer portals are an essential part of an online business. NetSuite portal has key customer support tools that helps businesses connect with their customers by instantly meeting their demands. NetSuite customer portal enables customers with highly personalized, interactive service on the web. Your customers will be able to receive answers to their questions, complete transactions, access to their customer records , submit support issues and query our knowledge base. 

How do I enable customer portal in NetSuite?

To enable the Customer Center:
  1. Go to Setup > Company > Setup Tasks > Enable Features.
  2. On the Enable Features page, click the Web Presence sub tab.
  3. Check the Customer Access box.
  4. Click Save.

NetSuite is one of the best CRM and therefore, customer portal integrations are necessary. Inside your CRM system is the potential to create an information hub to bridge the connection between partners, customers, and you via a CRM portal. 

Customers are assign login access and can enter trouble tickets by logging onto your site and can access personalized content and relevant support documentation.

Provide password-protected access to key customer support tools, such as the NetAnswers Knowledge Base.

Customers can update their own profiles, view their order histories, check their order status and place new orders around the clock on the cloud customer portal.

Provide customers automatic receipt confirmation for a service request with a case number.

Who Can Access What on Your CRM?

The cloud customer portal is a place for your customers and partners to engage with, and submit information that will improve customer satisfaction, relationships, and empower collaboration.

 

NetSuite Customer Portal
NetSuite implementation
NetSuite CRM

The cloud customer portal enables and allow users to:

NetSuite Customer Portal Demo

NetSuite provides a standard role for customers. The Customer Center role lets your customers view their estimates, orders, invoices, and payments. You can customize this role to adjust the level of permission for certain tasks in the center. Want to learn more about give customer access in NetSuite, or get guided support on customizing the Customer Center Role?  

The NetSuite customer center portal can save valuable time in these Four Key Areas

Frequently Asked
Questions

NetSuite benefits enable certain features like customizable dashboards, unified customer records, and real-time access, which in turn are used to help make timely business decisions. These components create a highly efficient and personalized sales cycle, customer fulfillment, and above satisfactory service processes.

The benefits of a NetSuite integration include streamlining administrative processes in ways that lower paper and labor costs. Integration enables employee and customer self-service options that improve morale and customer satisfaction.

NetSuite provides a standard role for customers. The Customer Center has customer access feature role that lets customers view their estimates, orders, invoices, and payments. You can customize this role and customer’s login access to adjust the level of permission for certain tasks in the center.

 

Navigate to the customer record in NetSuite and click “Edit.” Scroll to find “System Information” and open the “Access” tab. Click the next to “Give Access” to give the customer access. You will then be able to select the role the customer will log in with user’s email address as well as a password.

To edit a custom role:
  1. Go to Setup > Users/Roles > Manage Roles.
  2. Click Edit next to the role you want to change.
  3. On the Role page, make desired changes, including: Restricting Role Access to Accounting Books. Restricting Role Access to Subsidiaries (OneWorld Only) Setting Employee Restrictions. 
  4. Click Save.

NetSuite Customer Portal

To enable the Customer Center:

  1. Go to Setup > Company > Setup Tasks > Enable Features.
  1. On the Enable Features page, click the Web Presence sub tab.
  2. Check the Customer Access box.
  3. Click Save.
Landscape Management Software

What Is A NetSuite Solution Partner?

NetSuite Solution Providers are business application experts who deliver complete NetSuite cloud computing solutions, from selling NetSuite licenses to implementation and support. Solution Providers have demonstrated accounting/ERP, CRM or eCommerce expertise delivered with proven methodologies that ensure your success. NetSuite’s Solution Providers share our vision of helping medium-size companies and enterprises run their businesses better.      

From the scoping call to the finished product, NewGen was right there for us. As long as we’re on NetSuite we will continue to partner with NewGen and can’t recommend them enough!
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LaVette Strickland
IT Analyst, Topcon Positioning Systems

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What Is A NetSuite Solution Partner?

NetSuite Solution Providers are business application experts who deliver complete NetSuite cloud computing solutions, from selling NetSuite licenses to implementation and support. Solution Providers have demonstrated accounting/ERP, CRM or eCommerce expertise delivered with proven methodologies that ensure your success. NetSuite’s Solution Providers share our vision of helping medium-size companies and enterprises run their businesses better.       

Schedule A Free NetSuite Consultation?