Cloud Based Business & Finance Management Solutions For Modern Enterprise


SaaS Tips & Tricks:

The Best Practices, Hidden Functions & Hacks For
NetSuite, Adaptive Insights, Kyriba, BlackLine & HubSpot

Condense The Clutter: A Tip For Viewing HubSpot Contact, Company and Deal Records

on Feb 28, 2018 8:28:00 AM By | Craig Cook | 0 Comments | HubSpot
If your company is using HubSpot CRM for Sales and Marketing, chances are your portal contains a lot of custom fields that are important to your business. If you have added all of those fields to the "About" section for Contact, Company and Deal records, (or your administrator has added the fields by default) those page views can get quite overwhelming. When you find yourself endlessly scrolling to source important information on the left sidebar in HubSpot, this simple trick will help. . .
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Make NetSuite Searches Easier With These Quick Tips

on Feb 21, 2018 9:12:00 AM By | Antonio Posella | 0 Comments | Enterprise Resource Planning (ERP)
Tip: Keyword Seach In Pop-up Search You know those wonderful little pop-up search and lookup areas in NetSuite? I'm sure you've been frustrated with them from time to time, because "out-of-the-box," they only enable you to perform a lookup by typing a company name from left to right, in order. You can't shortcut search by looking up the most unique and identifiable part of a company name. Or the only part you remember!
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Adaptive Tips & Tricks: Consistent Currency Reporting

on Feb 14, 2018 8:41:00 AM By | Martin Begley | 0 Comments | Adaptive Insights Reporting Enterprise Resource Planning (ERP)
The problem with exchange rates is thay they fluctuate and affect variances between plans and versions.  Find out below how to fix this problem! 
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NetSuite Video Tutorial: How to Create & Use a Service Item

on Jan 8, 2018 3:11:00 PM By | Business Solution Partners | 0 Comments | NetSuite Tips & Tricks
In this video, we discuss selecting item types, naming the service item, assigning subsidiaries to the new item, overview of the purchasing and pricing tabs, assigning the income GL account to the new item, overview of the related transactions tab, and assigning an item to a customer invoice.
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7 Tips To Increase User Adoption Of Your ERP Distribution Software

on Nov 9, 2017 2:14:00 PM By | Business Solution Partners | 0 Comments | Enterprise Resource Planning (ERP)
Businesses often make large investments in ERP distribution software only to find that employees aren’t truly using the technology. Underutilized systems are a money pit...
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