Setting Company-Level Support Preferences
The support preferences at Setup > Support > Preferences > Support Preferences are used as the defaults for subsidiary-level preferences.
If you want to restrict support rep access to cases by subsidiary, you can also set the Restrict Cases Based on Subsidiary preference.
To set company support preferences:
-
Go to Setup > Support > Preferences > Support Preferences.
-
On the General subtab, check the Restrict Cases Based on Subsidiary box to restrict support reps access to support cases based on their subsidiary.
-
Click the Notification subtab.
-
Set the templates you use for support notification.
You can create support email templates at Setup > Company > Email > System Email Templates. For more information, see Customizing Templates for System-Automated Email.
For information on support preferences, see Setting Customer Service Preferences.
-
Click Save.
After you set the company support preferences, you can set preferences for each subsidiary.
Related Topics
- Setting Subsidiary-Level Support Preferences
- Setting Up Case Forms for NetSuite OneWorld
- Setting Up Online Case Forms for NetSuite OneWorld
- Customizing Support Rep Roles for NetSuite OneWorld
- Creating Case Rules and Territories Based on Subsidiary
- Setting Up Your Mail Server for Email Case Capture in NetSuite OneWorld
- Setting Up Customer Support in NetSuite OneWorld