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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
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| resources |
Coming Soon |
| discuss |
Coming Soon |
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| 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. |
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| 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 |
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Curriculum21 Mins
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Adding Insurance Details in NetSuite: A Brief Overview (~1 Min)
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Preview
Adding Insurance Details in NetSuite: A Brief Overview
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How to Create a New Customer in Netsuite (~ 2 Mins)
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How to Create a New Customer in Netsuite
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How to Add Customer's Insurance Details in Netsuite (~ 2 Mins)
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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 |
|
