| What functions are available in the Field Sales Rep (FSR) application? |
FSR service supports real-time access for following NetSuite CRM data types:
- Lead/Prospect/Customer: Summary and Full Detail
- Sub-Customers: Summary and Full Detail
- Contacts: Summary and Full Detail
- Addresses: All Customer and Contact
- Sales Order retrieval with detail
- Jump To, Top 10 History and standard navigation header/footer from all pages.
- Quick Navigate Hyperlinks: Phone (link for quick dial), Email (link direct to email function) .
- Any Custom Fields on Lead / Prospect / Customer / Contacts can be added per your request.
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| Can I test the Field Sales Rep against a demo account? |
Yes. You must create an account to begin using the FSR. Use your NetSuite account credentials in this step. These will be used to verify your NetSuite access and
privileges. You will be logged into your default role, but change this once logged in.
- Click Create Account link on the login page.
- Complete the Email, Password, Account Number and Account Name fields.
- Submit
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| What is the minimum setup required to connect the Field Sales Rep to my NetSuite account? |
- Web Services must be enabled at the NetSuite account level.
- Must have a valid NetSuite account login (email/password).
- Must have a role with web services permissions. Administrator and Sales Person have this enabled by default. Otherwise, you must add this permission by customizing the role in NetSuite.
- Must have your unique NetSuite Account Number (ex."ACCT2349827").
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| How do I configure my NetSuite/NetCRM account for web services access? |
Several short steps must be followed to correctly setup your NetSuite account for access via Web Services. These steps may require administrator rights. If your login account does not have sufficient rights to access these features, please contact your administrator for assistance.
- Enable Web Services
Within NetSuite navigate to Setup->Company->Enable Features. Make sure the checkbox next to “Web Services” is checked. You may need to accept a terms of service agreement from NetSuite to complete this step.
- Obtain your NetSuite account ID
Within NetSuite navigate to Setup->Integration->Web Services and record the value of the “Account ID” field (ex. “ACCT32478”) If you are using a standard administrator or sales person role, your configuration is complete.
- Configure Custom Role
If you wish to login with a role other than the standard Administrator or Sales Person, your role must have web services permission. To add web services permissions navigate to Setup->Users/Roles->Manage Roles. Find your role and click the “Customize” or “Edit” link left of the name. Select the “Setup” tab and verify that “Web Services” role is present in the list of permitted activities. Click “Done” followed by “Save” at the top-left corner of the page.
- Obtain Custom Role IDWithin NetSuite, navigate to Setup->Integration->Web Services.
- select a user from the drop-down list in lower region of the screen.
- select the corresponding role associated with that user and the corresponding Role ID will be displayed in the ID field.
- the list will only show roles with “web services” permission. If you don’t see the role, you need to go back to step 3 and ensure the desired role has the “web services” permission enabled.
- use this Role ID when prompted on the login page for the Field Sales Rep in order to login under that “custom role”.
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| Is my NetSuite account supported? |
All NetSuite, NetSuite Small Business and NetCRM accounts should be accessible via Web Services if the configuration directions above are followed? The FSR 2 service uses NetSuite’s NetFlex Web Services integration technology. NetSuite may charge additional NetFlex web services fees for extensive usage.
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| Which user roles are supported? |
Currently, we support standard and custom roles assigned to any full access user. They must have the Web Service privilege assigned to the role. Follow the Role Access instructions within your NetSuite account.
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| How is this service delivered? |
Explore Consulting is providing this service as an ASP. Therefore, we host everything for you like NetSuite. There is no software to download or install. The service utilizes your existing NetSuite User accounts. Your initial setup credentials and user preferences can be saved for a customized interface. NetSuite may charge additional NetFlex web services fees for extensive usage.
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| I’ve tried and can’t seem to get it working, how can I get technical support? |
Submit an online case to mobile@exploreconsulting.com or call 425.462.0100 and ask for a Field Sales Rep support person.
Production use requires valid
NetSuite and Explore licenses.
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| You do not have permission to access web services feature |
If you encounter this error the first step is to check that your account level web services are enabled. You can check the account level web services by navigating to:
Setup --> Company --> Enable Features
within NetSuite. The default general tab contains an element "Web Services" on the right-hand column, make certain this box is checked. If the account level web services are enabled, the next step is to check the role-based permissions. This is particularly true for any custom roles. Within NetSuite navigate to:
Setup --> Users/Roles --> Manage Roles
and view the role being used for NetSuite access. Under the Setup tab of the Permissions tab verify that the "web services full" is selected
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