Recent Records, Shortcuts, and New Recorords
In this lesson we look at the Recent Records, Shortcuts and New Records which should help you work more efficiently and effectively in NetSuite. We talk about when records show up in the recent records list, and how to view more than what appear on the dropdown menu. We talk about adding locations to your NetSuite shortcuts menu, including web locations outside of NetSuite. Then we cover how to use the shortcuts portlet and how to add it to your home screen if it isn’t already there. Lastly we cover why the New Records drop down can be helpful in speeding up your workflow, and how to customize the records listed underneath it.