Create NetSuite Groups

Category : NetSuite

In thisĀ  Tutorial of NetSuite Solution provider we are going to show you how to create groups in netsuite.

A group is a set of employees, contacts, customers, partners or vendors. You can create groups of records to communicate with a set of individuals. For example, invite a group to a meeting, or create folders in the File Cabinet for a specific group in your organization.

The groups in NetSuite can be of 2 types

# 1 Dynamic group

In dynamic group you must create a saved search and pull all records of that search during the time of creation.

# 2 static group

In a static a static group in which you can directly find the name of the entity and select that and create a group .

And you can further use that group for marketing campaign and other proposes.

With groups you can do the following:

  • Invite everyone in a group to the same event.
  • Use the shared calendar to see when the group meets or has other scheduled events.
  • Create folders in the File Cabinet that only group members can view.
  • Assign cases, leads, and support or sales territories to groups if the Support Group or Sales Group box is checked on the group record.
  • If you use the Marketing Automation feature, customer, lead and prospect groups can be selected as target groups for marketing campaigns. You also send email, mail or faxes in bulk to a group using the Mail Merge feature. You can divide groups into marketing test cells that enable you to test different versions of a marketing template.
NeSuite Solution Provider | NetSuite Implementation

In our next video we will show how to create a dynamic group

Reference : netsuite.com, netsuite help  and netsuite guide.

Feel free to reach out Netsuite Solution provider  TheSmilingCoders for proper netsuite implementationnetsuite consultation , netsuite customizationnetsuite Supportnetsuite Training NetSuite Celigo Integration , Celigo ConsultantCeligo Integration Consultant.

contact us : info@smilingcoders.com

Facebook : https://www.facebook.com/Smiling-Coders-Netsuite-Training-Implementation-and-Support-1591053827660082/

Linkedin : https://www.linkedin.com/company/netsuite-academy/


Leave a Reply