Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until March 11, 2025, 4:00 PM ET to comment your answers and earn rewards! Click here for more details.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
NetSuite Release 2025.1 Release Notes are available for download here!
Custom center/tabs for different groups of employees
The Task:
- Create a way for different groups of employees (I'm avoiding the term "Sales Team" cause it has a specific meaning in NS which I haven't been able to make work for this) to have customized NS experience, with customer, project and opportunity lists and various sales/pipeline reports that relate just to their group.
- Must be flexible - group membership can be fluid, people can be in more than one group.
- Low admin overhead for creation of searches and reports.
- All members of each group should have at least view access to everything the team is allowed - meaning, a "subordinate" should be able to see customer/project records of "supervisor" as well as the other way around.
0