Cory Anderson of Cory Anderson Consulting presents Customizing NetSuite. He covers some of the basic and essential customizations possible in NetSuite as well as a few advanced topics. This meeting is designed for any NetSuite administrator or power user and will provide insight on how to customize NetSuite for your company’s users and business processes. Beginner and seasoned NetSuite users alike will find valuable takeaways to help them get the most out of NetSuite for their businesses. We will be covering, custom fields, custom lists, customizing forms (screen and printing options), and custom records. Margie Komninos of PlantScan Corporation will present Custom Segments in the Tips & Tricks section.”
Category: Tips & Tricks
All of the Tips & Tricks that have been presented at our meetings.
NetSuite 101 – Back to Basics
Dana Larson from Dana Larson Consulting presented NetSuite 101 – Back to Basics. This meeting is a great meeting for folks who are new to NetSuite, as well as for those who have been using NetSuite for a while but could use a refresher on the basics. Even seasoned users might find pearls in this presentation!
NetSuite Tips and Tricks from Dana Larson – 3/10/2021
- Use Statistical Accounts to log metrics that you would like to track over time
- Naming Saved Searches
- Always check this box . . .
- Expand Accounting List preference
- A quick way to filter Saved Searches
- Field level security on custom forms
Creating Sublists with Saved Searches in NetSuite
Margie Komninos of Plantscan shows how to create custom sublists leveraging saved searches in NetSuite.
Saved Searches Tips and Tricks
Saved Search Tips and Tricks presented by Rick Cobb at the November 2020 meeting.
How to store a dynamic field on a record – from 1/15/2020 meeting
This Tip & Trick from Cory Anderson describes the process to calculate a value with a saved search and store that value on a record in NetSuite. Download the slides below.
NetSuite “Copy to Account” Feature
Margie Komninos shared some tips and tricks about the new Copy to Account feature in NetSuite.
16 NetSuite Tips and Tricks
Presented by Marc Bastnagel from RSM
NetSuite Tips and Tricks – May 2019
Tips included:
- Changing you login default role
- “Must have” hot keys
- Faster CSV Uploads
- Export Timed-Out Saved Searches to CSV
- Running Timed-Out Reports
- Did a File/Script change?
- Password Vault recommendation
Functions to use with Formulas in NetSuite
This is a great and valuable resource that will help you expand your knowledge of functions within NetSuite.
Rocky Mountain NetSuite User Group 