Check out Oracle NetSuite upcoming events and conferences here
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 February 29, 2024, 2 PM ET to comment your answers and earn rewards! Click here for more details.
Discover NetSuite's potential! Join our webinars, learn from experts, and optimize your operations. Whether you're experienced or new, secure your spot today and stay ahead in NetSuite!
Share with colleagues and friends who could benefit from our webinars too!
Don't miss out on our Question of the week! You only have until tomorrow, February 29, 2024, 2PM ET to comment your answers and earn rewards! Click here for more details.

View user notes by default

edited Nov 22, 2019 10:33AM in CRM 5 comments

This seems like a rather elementary question compared to most issues here, so I'm hoping it has an easy solution.

I know there are certain lists that always show by default when you open a customer record, such as the sales list under the transactions tab. Is there a way to determine which lists are always open? For example, I'd like for the User Notes list and the Messages list on the General tab to always be open by default on customer records. I'd also like the Opportunities list to always open by default on the Sales tab.

Thanks for any advice on this question...

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


Community Whiz

Quarter 1 (Jan-Mar 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders