Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
NSC | Custom Form: Set Customer Pop Up Form As Preferred
In NetSuite, a customer form controls how customer records are displayed and interacted with — including layout, fields shown, field order, tabs, and behavior. A pop-up form refers to a streamlined version of this form that can be triggered in a smaller window, often used for quick edits or viewing.
By customizing this form and setting it as the preferred form, users can tailor the user experience to match their specific workflow or business needs.
1.Navigate to Customization > Forms > Entry Forms
2. Standard Pop-up Customer Form: Click Customize
3. Form Is Preferred: Enter Checkmark
4. Use For Pop-Ups: Enter Checkmark
5. Popup Only: Enter Checkmark
Alex Joves | Ask An Expert Live
Ask An Expert Live (AAEL) – An interactive program where Top Contributors share NetSuite expertise, answer your questions, and connect directly with the community. Designed to be informative and engaging, AAEL strengthens collaboration within the NetSuite Support Community. Click here to know more.