workflow, on create - then set those field values, thats my guess

also be nice to move things out of that menu - some of my users find it hard to see those options, even after being shown, they just forget and get stuck.

An African or a European swallow?

Yang - really thanks for posting this. However I am new to setting up these links, I just tried for a while to get this sample to work but no luck. First I saved the sample text as a .js then I uploaded that as portlettest.js from there I could not figure how to link that file to the links part of the page? Hints? Thanks!

Not sure if you are still after examples but today I did one for "Variances" In our business sometimes at point of sale during the end of day cash up, for whatever reason there may be some difference between what the till says and whats actually been counted, for us this is a variance So the custom record was "Variance"…

OK here are a couple; This shows some of the links on our "staff" tab HR love using it (except of course they cannot even use tasks in NetSuite, but thats another story.) This shows the setup of our "Training" records, they are used to give a general "after the event" review of what happened, for training planning we use a…

Is there an Enhancement request for ad-hoc reports on custom records? - if so please post the number Thanks!

I will do some screenshots, give me a couple of days.

Yes - we are doing this & also several other things like disiplinary actions for our company policy violations and the great thing about the custom records is the permissions you can use on them. Can we build reports around these custom records?

Yes it will - I am working to do that now, just wondering if that was the best way. Thanks for your help

Is the tranformation of Lead to Employee on that list? we would love to have our job applicants come through as leads and then convert to Employee - thanks

Good Tip! thanks

delete them?

It's for Vendors, stuck on finding which field will display the line item location, as we transact bills with vendors across many of our locations and the same bill. Thanks for your help!

Well, my accountant does ;) . Yes that is what I was after, showing the location... If this seems to nuts then no worries I can see there maybe other better ways for my accountant to get the info.

Yes, the transaction sublist on financial tab. Our Bill form is setup so we enter locations on the line items (expenses). Then for rec accounts would like to see that on the tab. Maybe we should change the bill form? It is easy for us to do many locations on one bill though. Thanks for assistance.

Useful info - Thank you. It would be good if supplier/vendor advances was covered in the help, I tried finding it there 1st but no luck.... Go the UG!

- try the help - "Setting Up IP Address Rules" you should be able to do what you want.

What a nuisance to need to switch roles! Just makes using the system harder. Real world Fail / edit : WIN/ as below ;)

there is a bundle you can install that is a role including all permissions, that might be what you're after.

Can someone from NetSuite throw us a bone? This is very simple, when we create a custom centre, we want to be able to create a custom centre, currently this is not possible due to the Support Tab, how can we get rid of it?

What is needed is an "Employee Administrator" Role?, then you could lock that Employee Centre landing page down. It's covered (If I am reading it correctly;) maybe it should read; for all Centres?) in the Enhancement (17 votes & counting!!:) join in please.) ; 75108 save dashboards: user would like for the Admins be able…

Thanks for the reply, B would be more what I want - I will remove permissions. Basically I was hoping to get custom records to appear there under their own names, rather than a list appearing under the words "custom records". Or maybe I could just create a custom centre and make my own landing "Home" page for my employee…

My workaround has been a custom "support" tab where I have removed all the NS bits and added my own...

Great - ! very useful ! I see the help now; "Setting Up RSS/Atom Portlets" :)

OK here is another ER (same thing) Enhancement:89326 -Published Dashboards > Ability to Publish a Dashboard to the Employee Center Role

We used Salesforce for several years and always used Cases not only as a way of dealing with external issues but also for internal HR issues, with a critical feature being the ability to limit access to Cases of type (for example) "Critical HR Case" being limited to people in a senior HR role, through sharing on the…

Please, can you allow RSS on Employee Centre? - they are the people who need the most help! (apart from me!!) The help seems to imply it's possible; "If you check this box, all users will have access to this feed." But then on an EMP login the RSS does not appear as a check box to display...

Sean, No, honestly I love it, I'm just a demanding customer :D If it was not available, we would not be using Netsuite at all. However it seems illogical to limit it so much & then leave the door open on activities.... To use Netsuite as a management platform (hopefully this is Netsuite's idea of things) that door should…

So if an employee needed to lookup (through a saved search) the phone numbers from approved suppliers of an expense they were getting an approval for, they could not do that?? if that makes sense? So what I want is a saved search of company (suppliers of expense items) details, so Employees can reference that when making…