In this lesson we take a look at the Global Search and Quick Search capabilities in NetSuite, and how they can help you find what you are looking for quickly and efficiently. We take a look at using some advanced capabilities while searching such as record type prefixes and the percent and underscore wildcards. We cover some edge cases where using search can be used to find a customer by telephone number and how you can find pages and specific functionality within the system.

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.

In this video we take a look at the home dashboard and how it can be customized to help you more quickly accomplish your goals. We cover adding, removing and organizing portlets, which are the framework the dashboard is built upon, and where the content displayed on the dashboard resides. Specifically, we cover the Reminders, Calendar, KPI Meter, Key Performance Indicator, Shortcuts and RSS Feed portlets. Finally, we cover changing the layout of the dashboard.

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.

In this lesson we talk about how to navigate to NetSuite and login, and how to create a browser and desktop shortcut to make getting back into the system a bit easier. We also cover setting your initial password within the given password criteria, and setting your security questions to assist with password recovery should the need arise. We briefly mention the use of two factor authentication, and cover securely signing out of the system. Finally we talk about common login problems that can occur and how to handle them.