Setting Personal Preferences
In this video we cover setting personal preferences in NetSuite to allow the system to function how you want it to. We cover basic settings shown in the Settings portlet, and the Set Preferences area of the system. We cover general settings such as your email signature, localization and time zone settings, date and data formatting options, addressing and map defaults, showing internal IDs, how parent and subaccounts are displayed, and how to control dropdowns, records per page and pagination. We cover some more advanced and edge settings such as changing the colors of NetSuite and why you may want to do that, making the system more accessible to those with visual impairments, using the classic interface, changing the landing page, credit limit handling, and how transactions are printed or emailed. We cover general analytics settings and how reports look, how searches work, calendar and calendar sharing settings, and how to have alerts and dashboards emailed automatically. Finally, we look at how to temporarily restrict your view to a specific subsidiary, department, class or location.