Travel Days
While our company operates globally, there are occasions when we must send a trainer a considerable distance for in-person instructor-led training (ILT). This may be due to client requests, language needs, or the absence of a local resource in that area. Clients are responsible for covering travel days to compensate…
Can clients purchase additional licenses during the SOW term?
* We are outlining the ability to purchase additional licenses during the term at pre-negotiated rates. You will typically see this in the Additional Terms section after the Payment Schedule in a SOW. We are asking customers to make good faith efforts to purchase in bundles of 10 as much as possible to avoid one…
How to view transactions on the Customer dashboard
This guide provides step-by-step instructions for adding a list of transactions to the Customer dashboard. By following the steps, users can easily personalize their dashboard and view sales orders and item fulfillments in one convenient location. 1. Navigate to any Customer dashboard and click "Personalize". …
Install Smartsheet Add-in for Outlook
1. In Outlook, click "Get Add‑ins" 2. Enter "Smartsheet" in the Search and then click "Smartsheet for Outlook". 3. Click "Add" 4. Once installed, it will appear in the Toolbar in Outlook.
Create a task in Smartsheet from Outlook
Tip! Set your Task sheet as a favorite in Smartsheet for quick access. 1. Select or open the email then click "The Smartsheet for Outlook Add-in" 2. A sidebar will open for you to log in. Note that you may need to sign in periodically. 3. Enter your Smartsheet credentials. 4. Click "Allo…
What steps should be taken if a Sales Order in NetSuite does not match the SOW?
* Please reach out to NetSuite Contracts ( [email protected] ) and Netsuite Support ( [email protected] ) to review.
NetSuite Sales Order/Contracts
Please note – These changes will impact all net new Customers and Sales Orders. These changes will not be applied retroactively to SOs that are already active in NetSuite. Sales Orders (SO) contain all the services which the customer has contracted with Richardson Sales Performance to deliver (workshops, licenses,…
How to find Project Templates Page in Netsuite
The Project Templates page will be used to create Child projects. Click here for a video overview of the Project Templates Page & Shortcut Project Templates: To access the Project Templates page, navigate to the Expenses tab (ribbon at the top of the page)> Other > Click on “Project Templates”. Project templat…
Fulfillment for Parent and Child Projects
This article will outline changes to the Fulfillments process with Parent & Child Projects. Please click here for a video overview of Fulfillment Nuances for Parent/Child Workshops Helpful Tip: Make note of both the Parent Project number and Child Project number for the workshop being fulfilled, as both numbers …
NetSuite Sales Order Integration - Expiring Users
Client tenants are connected to their Sales Orders in NetSuite. This will allow CSG to expire users' access when their access term is over. The Accelerate Admin team will add all current Sales Orders to the Client tenant, and the CEC team will assign the Sales Order upon the users’ enrollment (or launch) into a co…
