Custom Fields and Records

Sam Stetler of SolidFire will be presenting. Custom fields and records are a perfect solution for keeping track of your own data in NetSuite or for viewing data of one type, in transactions of a different type. To demonstrate the functionality, we will build a very basic real world contract tracking system during the presentation. This information should give you a jump start to making NetSuite more useful for your end-users and hopefully make you the office hero.

Custom Fields – basic to advanced

  • How to create custom fields
  • Understanding custom field types
  • Understanding List/Records and Record is Parent field
  • Custom fields validation and defaulting options, including saved searches
  • Custom fields sourcing and filtering options

Custom Records  – basic to advance

  • When custom records should be used
  • How to create custom records
  • How to provide user access to custom records through global search and through center menus
  • Custom record form customization
  • Creating child and parent records
  • Searches and reports on custom records

As this was prior to recording meetings, please download meeting notes below.