Sometimes doing a search for a customer in your system, even with wildcard characters in the global search, doesn’t reveal everything in NetSuite with that customer’s data:
There may be fields that aren’t exposed to the global search, other records or files containing the reference to a customer’s PII (Personally Identifiable Information). With this bundle you may select which unique fields on the customer record you consider to be PII:
Then execute a system-wide search for that information with your choice to: delete it, replace the data with placeholder text or pseudonyms, encrypt the data, or download all the customer’s data into a Zip file collection of CSVs of each record.
If your organization is in need of compliance with the latest set of privacy laws which include generating reports of customer data, to removing all traces of it from your NetSuite instance, then please reach out to see how this bundle can help!
Need to export all your records ( including custom records ) for backup or moving to another system? This bundle is a collection of scripts that crawl through your NetSuite instance and creates JSON or CSV files for each record type in your system. In a sandbox account with demo data this creates several hundred megabytes of data and takes less than 10 minutes to complete. Additionally, the bundle may be tailored to push select records in JSON or CSV formats to a SFTP server.
My non-profit work on healthXdata.com has taught me how data can be visualized to gain a quicker and deeper understanding. By visually mapping your NetSuite data (invoices, customers, leads, sales rep territory, etc.) and even combining it with other data sources such as COVID-19 data (e.g. county/state restrictions) we may draw unique comprehendible insights.
As this bundled Suitelet & Portlet is in beta testing, I am offering it as a free personal customization to any NetSuite users that are interested. Please contact me on this site or email me directly: firstname.lastname@example.org to learn how you can visualize your NetSuite data!