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NetSuite Admin Tip | Quickly Access the Global Search Field in NetSuite with Shortcut Keys
As a NetSuite administrator, efficiency is everything, especially when you’re navigating through countless records, transactions, and reports every day. One of the most powerful tools at your disposal is the Global Search field, which lets you find just about anything in your NetSuite account in seconds. But did you know…
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Moving Shortcuts between roles of different types
Hello, We have a user who is currently using Admin and will be moving to a custom version of the CFO role. They are on different centre types Admin = classic and CFO = Accounting Centre. They have a lot of shortcuts. What is the best way to move them?
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Publish dashboard / reminders / shortcuts for ALL (Employee Center) users?
Hi, We've been struggling a bit to adapt the home page/dashboard for our Employee Center role users. The main result we would like to achieve here is to publish 2 saved searches "by default" on the user accounts. Today they all have to set these upp manually themselves when they onboard (through Personalize -> Custom…
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Cannot Remove Shortcut
I added a shortcut to a custom record, using the Shortcuts toolbar icon (the star), and then I couldn't edit it. It didn't even appear in my Shortcuts. To remove the shortcut, try: Navigating to setup shortcuts (hover over the three vertical dots in the upper right-hand corner of the Shortcuts Portlet and select Set Up)…
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How to add a Shortcut to a Specific Customer?
We are encountering some strange behavior when attempting to create a shortcut to a customer record. When the user navigates to the customer and clicks 'add to shortcuts' the shortcut that is added is to the 'create new customer', not to the customer record the shortcut was created on. I can recreate this behavior under…
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New to NetSuite | Dashboard Shortcuts > Bank Imports and Reconciliation
Navigating repeatedly to Transactions > Bank when accessing your bank imports and reconciliation can still be a little tricky for others especially to those who are still new to NetSuite. So why don't we simplify the access to these pages by creating shortcuts on the dashboard? Here's how! Click on the Home button on the…
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Transfer Shortcuts to New Role
Is there any way to transfer shortcuts from an old role to a new role granted to a user? The new role doesn't have any of their shortcuts, preferences, etc.