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Isaias Torres, Consultant

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Saved Search Permissions

Posted by Isaias Torres, Consultant on Jul 13, 2023 11:38:58 AM

Saved Searches is a power tool in Netsuite that allows you to create multiple records searches, reports, and data finding. This tool can be used to find information with multiple records such as items and their respective transactions or customers and their respective transactions. The list continues to grow they further you go with the information you are wanting to capture. Saved Searches are not designed for all roles given the amount ofinformation that can be obtained.  

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, User Access, Permissions

Custom Fields on Forms

Posted by Isaias Torres, Consultant on Jun 1, 2023 4:53:21 PM

Netsuite forms will contain native fields on their pages and sometimes that is not enough. When additional fields are needed on a form, custom fields come into play. Custom fields allow you to add a variety of options on your form. When deciding to add a custom field, you have a few options to find the page to create a custom field.

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Customize, Customization, Custom Fields

Saved Search Update for HTML

Posted by Isaias Torres, Consultant on May 16, 2023 1:28:23 PM

In the upcoming Netsuite Release 2023.2, there will be a key change to a saved search function. This alteration specifically affects the HTML option available to users when creating formulas within the search. In this article, we will review how to maintain the HTML hyperlink option in your saved search fields. 

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Tags: NetSuite, ERP, Project Management, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Saved Search, Customization, HTML

Ready for the 2023.1 Release? What You Need to Know About 2FA Updates

Posted by Isaias Torres, Consultant on Feb 28, 2023 9:17:52 AM

Starting March 1, 2023, Netsuite current 2FA functionality of SMS and Phone Calls will no longer be available. This means you will no longer receive the 2FA code on text messages or phone calls. Here's what you need to know about the 2FA updates.

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Tags: NetSuite, ERP, Reporting, NetSuite How To's, 2FA

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