How to set up customers in the account

With a typical client’s implementation, setting up the customers should be straightforward, but getting this right is critical to the success of the project overall. In Chapter 7, Getting to Know the Organization’s Entities and Items, we gathered the client’s requirements for these entities. With those specific requirements in mind now, we need to help the client start defining their customer records correctly so that they can be used for activities, transactions, support cases, and so on.

This is what the default, new Customer screen looks like before configuration and customization:

Figure 12.1 – A new Customer screen in a new NetSuite account

I want to say how important doing this well is to your client’s success, since a business’ customers (and their needs and wants) should always be central to its operations. How can a business be successful without happy customers? As you are setting...