Custom Lists

When you go to a link such as Lists → Relationships → Customers, you are looking at all your customer records. The settings for a List view are very similar to the results of a saved search. NetSuite gives you default list views for each record type. However, you can and should customize them to meet your own needs. Ideally, your primary list view of a record should show the fields on a record that are most widely used or most important, and should contain commonly used filters. You can create as many custom list views as you would like, and set preferred list views by role or audience, improving on the efficiency of each user's workflow.

Using a list view, you are able work similarly to a spreadsheet tool such as MS Excel - you can work with multiple records at a time, showing only the columns you want to see, and edit data in a table format, all while retaining the power of a relational database record structure.

Example: Modifying the default Customer List View to contain custom demographic information:

First, look at your standard list view setting by navigating to Lists→ Relationships→ Customers

Note: In the example pictures we have renamed Customer to Customer/Donor

In the View field on the top left, click the drop-down to see all your viewing options.

Create a new view by clicking on the Customize View button. We are now creating another viewing option for this same set of records.

Give it a recognizable name in the Search Title field.

Add/remove fields from the Results list until you are seeing the fields that are relevant to you most often.

In the example image, we have removed fields and added our custom fields for Donor, Volunteer, and Teaching Skills.

Add filter fields as needed in the Available Filters tab. These allow you to look at pertinent subsets of your data.

Check the + next to to the Filters header to display your filtering options.

Click on the Edit icon to edit records inline in your list.

Using NetSuite Help and Support

NetSuite offers online Help, accessible directly from within the account, on virtually all features. In addition, NetSuite provides technical support to address critical issues, problems or concerns.

Help

NetSuite Help is context-sensitive. That means that when you visit the Help page, it will load information specific to the page. As an example, go to:

Reports > Financial > Income Statement

Click the Help button in the upper-right corner, to the left of your name and login information
A page describing the Income Statement report loads. This page provides detail about the report, customization options and additional information.
At the end of each Help article is Related information

To the left of the Results article is a Table of Contents, which provides categorized information that you can access for Help on virtually any feature in NetSuite.

Important: Occasionally a warning may appear indicating that a feature is either not available or not enabled in the account. If the feature is not available, contact your NetSuite Account Manager for more information. If the feature is not enabled, it may be located in Setup > Company > Enable Features.

At the top of the Help page is a list of menus that provide additional helpful resources. These include:

SuiteAnswers: A NetSuite-hosted site that provides additional information, articles and updates related to features. To access SuiteAnswers, click the SuiteAnswers link on the NetSuite Help Center toolbar. You can also access SuiteAnswers from within NetSuite. Go to the Support tab, and click the button in the SuiteAnswers portlet.

Training: A link to the training options offered by NetSuite
SuiteApps: Links to a list of additional features, available at additional cost
User Guides: Guides in PDF format that cover various elements of the system
New Release: Information about past and upcoming updates

Support

Support cases can be submitted to NetSuite via the Support Center. In order to access the Support Center, a NetSuite Support Center Role must be added to the account of the User requesting assistance.

Important: Each account can have two approved Users who may create cases with NetSuite.

To access email support you will need to setup your authorized contacts.

Authorized Contacts (NetSuite)

(Taken from SuiteAnswers ID 38154) In order to improve response times and develop a scalable Customer Support, NetSuite has adapted the Authorized Contacts process in line with our Terms of Support Service. To set up your company's authorized contacts, see "Manage Authorized Contacts" (SuiteAnswers ID 37605) via NetSuite Account Center.

Who are the Authorized Contacts?

These are the named Grantee Staff (or Customer employees) who have sufficient technical knowledge, training, or experience with the Service who will be responsible for all communications with NetSuite Support. This includes case submission and incident reports. These Authorized Contacts are authorized to request and receive Support Services on behalf of their organization.

How many Authorized Contacts can our company have?

Generally, for NetSuite.org grantees, up to two (2) Authorized Contacts may be assigned by your organization's Administrator. This will be based on the Support Type as explained in the Supplemental Support Terms and Support Offering Comparison Chart.

Are there defined criteria on who can be an authorized contact or can it be anyone from the company?

It can be anyone, but we encourage those that have already taken NetSuite Essentials training or are the most experienced NetSuite users within the company.

Are all Administrators authorized contacts?

Not automatically. Authorized Contacts are people specified by their organization. They can have any role including the Administrator role.

Do we have a standard way of approving which contacts can be authorized?

The authorized contacts should be specified by a decision maker on the grantee's side – Administrator or Primary Contact.

What do we do if I don't know who our Primary Contact / Administrator is?

Please refer to your immediate supervisor to determine internally who your Primary Contact or Administrator is.

I'm an Administrator, how do I set myself or another person to be an Authorized Contact for our organization?

NetSuite > Administrator role > Lists > Employees > Employees > Edit {user’s name} > Access > Roles: Add ‘NetSuite Support Center’ role > Save

What if a case was submitted by an authorized user on behalf of non-authorized contact?

The NetSuite Support Team will continue to work with authorized contacts only.

Other references:

Manage Authorized Contacts via NetSuite Account Center (SuiteAnswers 37605)

Accessing the NetSuite Account Center (SuiteAnswers 10038)

Support Role

To add the required NetSuite Support Center Role, go to:

Lists > Employees

Click Edit next to the Employee name
Click the Access tab
From the first empty Roles dropdown, choose NetSuite Support Center
Click Add
Save

To access the Support Center and submit a Case, go to:

Support (from the main menu)

- - Click NetSuite Account Center
  - Click Contact Support
  - Complete the form and Submit

Homework:

Search a topic in Netsuite's Help
Search a topic on SuiteAnswers

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