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Netsuite: How to Add Customer Insurance Details

Watch this video tutorial on NetSuite and learn how to record, store, and maintain your customer's insurance data in a single repository.

About this course

promoImage

description

lessonOverview	Insurance details form a major part of the customer database, as they provide insights about customers' payment behavior. Capturing and managing them could be sometimes difficult and more complex than it seems. As a collection analyst, you have to ensure that this data is handled efficiently without hampering the ongoing A/R efforts. But, how’s that possible? Well, worry no more! With Oracle Netsuite, the task becomes all the way easier. Watch this quick tutorial by Amanda Soto and understand how to record the insurance data of your customer. It will further help you to record, store, analyze, and maintain all your customer's data in one single place for future reference. What’s worth, this 5-minute course will help you keep a close track of your customer's key performance indicators and enables you to plan, strategize, and prioritize things accordingly. Key takeaways - How to create a new customer account in Netsuite How to create a new record with all the details in Netsuite How to retrieve and view them whenever required

resources	Coming Soon
discuss	Coming Soon

instructor

name	title	image	description
Amanda Soto	Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana		Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.

recommendation

image	tag	title	description	link	duration
	Deductions Resolution Collection Emails and Letters	NetSuite Customer Master Data Management Training	Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call	https://academy.highako.com/netsuite-customer-master-data-management	15 Mins
	Collection Call Negotiations	NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up	Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes.	https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up	30 Mins

tribe

widgetType	Id	components
topic	cash-application	input

Curriculum21 Mins

Adding Insurance Details in NetSuite: A Brief Overview (~1 Min)
Preview

Adding Insurance Details in NetSuite: A Brief Overview
How to Create a New Customer in Netsuite (~ 2 Mins)
How to Create a New Customer in Netsuite
How to Add Customer's Insurance Details in Netsuite (~ 2 Mins)
How to Add Customer's Insurance Details in Netsuite

About this course

promoImage

description

lessonOverview	Insurance details form a major part of the customer database, as they provide insights about customers' payment behavior. Capturing and managing them could be sometimes difficult and more complex than it seems. As a collection analyst, you have to ensure that this data is handled efficiently without hampering the ongoing A/R efforts. But, how’s that possible? Well, worry no more! With Oracle Netsuite, the task becomes all the way easier. Watch this quick tutorial by Amanda Soto and understand how to record the insurance data of your customer. It will further help you to record, store, analyze, and maintain all your customer's data in one single place for future reference. What’s worth, this 5-minute course will help you keep a close track of your customer's key performance indicators and enables you to plan, strategize, and prioritize things accordingly. Key takeaways - How to create a new customer account in Netsuite How to create a new record with all the details in Netsuite How to retrieve and view them whenever required

resources	Coming Soon
discuss	Coming Soon

instructor

name	title	image	description
Amanda Soto	Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana		Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.

recommendation

image	tag	title	description	link	duration
	Deductions Resolution Collection Emails and Letters	NetSuite Customer Master Data Management Training	Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call	https://academy.highako.com/netsuite-customer-master-data-management	15 Mins
	Collection Call Negotiations	NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up	Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes.	https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up	30 Mins

tribe

widgetType	Id	components
topic	cash-application	input

Curriculum21 Mins

Adding Insurance Details in NetSuite: A Brief Overview (~1 Min)
Preview

Adding Insurance Details in NetSuite: A Brief Overview
How to Create a New Customer in Netsuite (~ 2 Mins)
How to Create a New Customer in Netsuite
How to Add Customer's Insurance Details in Netsuite (~ 2 Mins)
How to Add Customer's Insurance Details in Netsuite