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How to Define, Customize and Access a Saved Search

NetSuite Saved Search Overview

NetSuite Saved Search Overview NetSuite offers robust tools that allow businesses to collect up-to-the-minute, real-time business information regarding any record inside the system. NetSuite saved searches effectively emphasize important details throughout all records in NetSuite and provide reporting and tracking for further analysis. Saved search makes it possible to search for records by keywords, match

Choose what notifications to send your customers or vendors

NetSuite notifications

NetSuite has the wonderful ability to send emails for almost every transaction. Opportunity, Quote, Sales Order, Item Fulfillment, Invoice, Credit Memo and Return Authorization just to name a few. This preference is enabled when the Email Transactions checkbox is checked in the Preferences subtab of the customer or vendor record. (Location may change if working

Adding Client Scripts on “View” of Record

NetSuite Tips for ADDING CLIENT SCRIPTS ON “VIEW” OF RECORD

Is there something you would like to change on page record to be displayed differently, but don’t want to re-write the entire record page into a Suitelet? Do you want to customize a record to provide for a better user experience? It can be done with a few easy steps. Follow this guide to get

You may need to take action: Internal proxy shut down August 27, 2019

Action Required: Internal Proxy to be Shut Down on August 27, 2019

Investigate your SuiteTalk SOAP web services and RESTlet requests to make sure they are being sent to the correct data center. Sending your requests to the incorrect data center forces requests to be internally diverted, slowing down the system and adding time for requests to be fulfilled. NetSuite has scheduled several test windows that will

Choosing a NetSuite Implementation and On-going Services Team

Choosing a NetSuite Implementation and On-going Services Team

Buying and implementing an enterprise resource planning system such as NetSuite is a business-changing decision. Consolidating and migrating data, implementing unique business processes, training staff on a new system and finally, the go-live—each step of the process is as important as the ones that come before and after it to ensure the business launches successfully

NetSuite Beginner’s Guide

NetSuite for beginners

The NetSuite Beginner’s Guide NetSuite Pricing, Licensing, Implementation & Customization Whether you are in the starting point of your business software research or ready to purchase NetSuite – we want to give you all the information you need to know! When you search NetSuite ERP on the web, the amount of information that appears can

SuiteFlow: Workflow fundamentals + Enhancements

NetSuite workflow help

Are you a NetSuite user looking to streamline your company’s business processes? NetSuite workflows are a graphical tool that allows you to customize NetSuite to fit your business and industry, without knowing complex JavaScript or SuiteScript code. Workflows can apply to both standard and record types with multiple actions. Here are a few workflow management

NetSuite Shortcut Secrets

NetSuite shortcut secrets

Want to be more efficient and effective inside NetSuite? There are a ton of quick shortcuts for NetSuite users that will help you minimize searches and allow you to quickly access the information you are looking for. Take advantage of these helpful hints to make your day-to-day NetSuite tasks a breeze. 1. NetSuite shortcuts portlet

NetSuite Two-Factor Authentication: Support User Accounts

NetSuite Two Factor Authentication

NetSuite is enforcing a Two-Factor Authentication (2FA) to enhance security for ALL NetSuite clients. All Administrator roles, Full Access roles, and highly privileged roles have been affected and companies will need to update their credentials to provide a second method of authentication when logging in. Protelo’s expert NetSuite team has come up with a few