- 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
Category: Tips & Tricks
All of the Tips & Tricks that have been presented at our meetings.
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.
2018.2 Release Updates and Global Search Tips & Tricks
Dana Larson from Eide Bailly presented some of the important 2018.2 updates, and shared some great global search tips and tricks. See the slides here:
Saved Search Tips and Tricks in NetSuite
Tips and Tricks from Margie Komninos
Rocky Mountain NetSuite User Group 