Setting Up Support Checklist

Use the checklist below to quickly set up the case workflow for your support team.

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Task

1

Creating Case Types

2

Creating Case Origins

3

Creating Case Statuses

4

Creating Case Priorities

5

Creating Case Issues

6

Offering Support for Items

7

Setting Up Support Groups

8

Creating Case Rules

9

Creating Case Territories

10

Assigning Priorities to Territories

11

Setting Case Escalation Rules and Assignments

12

Using Email Case Capture

13

Online Case Forms

14

Customizing Case Forms

15

Customizing Support Notification Email

16

Setting Customer Service Preferences

17

Setting Up Customer Support in NetSuite OneWorld

Related Topics

General Notices