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Portlet Type: List Portlet
List portlets let users display records for a specific record type directly on your dashboard. Supported record types include standard NetSuite records such as employees, activities, and transactions, as well as custom record types created within the account.
In addition to displaying records, List Portlets can also:
- Display results from Saved Searches
- Provide quick access to create new records for the selected record type
- Serve as lightweight operational dashboards for day-to-day tasks
Common Business Use Cases
Department | Example Use Case | Benefit |
|---|---|---|
Sales | Display recent Opportunities or Estimates | Faster follow-up and pipeline visibility |
Finance | Monitor open Vendor Bills or Journal Entries |
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