How to Log Calls, Notes, and Commitments in NetSuite

How to Log Calls, Notes, and Commitments in NetSuite

📌 Finance and collections teams need visibility into every customer touchpoint, whether it's a follow-up call, a note about a payment promise, or a priority order. Without centralized tracking, commitments can fall through the cracks. Oracle NetSuite enables the direct logging of these interactions against the customer’s AR profile, facilitating better customer management and accountability.

Steps to Log Calls, Notes, and Commitments 

Step 1: Log Phone Calls

• Go to Activities > Scheduling > Phone Calls > New
  
  
• Choose a custom form if required
  
  
• Fill in the fields such as Subject, Organizer, Call Date, Start/End Time, and Reminder Type
  
  
• Add relevant Notes and link the call to the customer record
  
  
• Include any participating contacts to capture a complete interaction history
  
  
• Save the phone call entry
  
  

Step 2: Add Notes to Customer Records

• Navigate to the Customer Record in NetSuite
  
  
• Scroll to the User Notes section and click New Note
  
  
• Enter the Note Content along with optional fields like Title and Type
  
  
• The system auto-populates the date and time for tracking
  
  
• Specify whether the note corresponds to an incoming or outgoing interaction
  
  
• Save the note to log the entry under the customer’s AR profile
  
  

Step 3: Track Customer Commitments via Sales Orders

• Create a Sales Order for the respective customer
  
  
• Set a Customer Priority on the order to reflect urgency or strategic importance
  
  
• NetSuite uses this priority when allocating items, allowing higher-priority customers to receive fulfillment first, even ahead of older orders
  
  
• This ensures that key commitments are honored based on business impact

Pro tip: Growfin’s plugin makes customer management easier by giving your team a consolidated view of all notes, calls, and commitments in one AR-focused timeline so follow-ups are smarter, not just faster. To learn more check out the Bridging the Receivables Efficiency Gap: Going beyond NetSuite webinar!

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