Most of us take a calendar for granted and never give much
thought into what they really are. Fundamentally, a calendar is a viewer into
commitments; typically personal but can be for groups or other resources.
Business is deeply organized around commitments. NetSuite is a powerful business
management software application designed to help organizations make and hold
commitments to be more competitive. So it is only natural that NetSuite offers a
calendar as a way to view business commitments.
NetSuite's provides for
streamlined coordination. In the most basic sense, the NetSuite calendar
functions like most other calendars, meaning it shows a view into where you hold
commitments to someone or something. For example , in the customer relationship
management (CRM) side of the application, it is about tracking promises to those
operating in Sales. Within the enterprise resource planning (ERP), it is about
remembering payments and orders.
NetSuite's calendar is focused around
three main components: events, tasks, and activities.
Events
An event has a date, start and end time, as well as information on what the event
is, who will be attending, who is invited, etc . Events can be something as
simple as a conference call where people join and participate. Or it can be a
major meeting, such as a trade show. NetSuite has powerful capacities to manage
events and the calendar offers a way for individuals to see their commitment to
the event.
Tasks
These are the to-do lists, the reminders, etc,
and usually are set as date in the future. They can be recurring tasks, such as
an action to be completed once every week or month - or they can be one time
tasks. These tasks will also show up on the calendar. If the task involves a
customer, NetSuite offers a way show their related records which naturally helps
serve them well.
Activities
These can be simple matters, such as a
phone call. For activities, you have a date, start of the activity, end of the
activity, a follow up action, and who participated. All of this information is
also seen in NetSuite's calendar, and is also a way to leverage the information
stored in the CRM.
The NetSuite calendar is simple and efficient - giving
you the basic records, dates, beginnings and endings, as well as the nature,
priority, and the parties involved. But because NetSuite stores all your
information into a combined CRM and ERP, you get all the benefits of having your
data available on the calendar when needed, without needing to jump from
multiple programs to take care of your commitments.
You may visit Netsuite Consultant to get more information about Netsuite.
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