Hi Paul, Unfortunately, this can only be achieved thru the Center Tab as the Custom Center Links and Categories could not contain portlets. - Is there another way to build a custom page with Portlets that isn't a Center Tab? Yes, I think this can be achieved via Suitelets but, you need scripting background for it Hope this…

Hi Drewmich, Based on our documentation, it is possible to add the Mobile Device Access permission directly to your employee record. Please see steps below: 1. Enable the Global Permissions feature under Setup > Company > Enable Features > Employees tab 2. Edit your Employee record 3. Under Access tab > Global Permissions…

Hi Paul, Sorry I did quite understand the question: "Center Tabs still appear in the main top menu, as well as in the new drop down menu. How do I prevent this?" What do wish to remove at the top menu? How do you wish to show the Finance Dashboard? - Based on your setup, the result is expected Finance Dashboard tab and its…

Hi Paul, Greetings! Please see below to Create Center Tabs and Center Links: I. To create a center tab: a. Go to Customization > Centers and Tabs > Center Tabs > New. b. A Custom Center Tab page appears. In the Label field, enter a name for the tab. c. In the Center field, choose the Center for your Finance and Management…

Hi Greg, I also checked on my test account, and yes, the LSA field is not available on Dashboard view, it can only be displayed on the Form view. It appears that this custom field is hardcoded on the backend. But you can create a Customer saved search to show the LSA Link Name for each of your customers. This can still…

Hi Greg, To confirm, the LSA field is not showing on the Dashboard Customer Form, but is it showing on the other customer form when you click the Switch to Form view option? If not on both forms, were you able to install the SuiteApp as discussed on this article? https://netsuite.custhelp.com/app/answers/detail/a_id/18939…

Hello This suggestion is a different approach. Have you tried to add it on the Results tab instead, like: Formula (Text) CASE WHEN {field} LIKE 'Apple%' OR {field} LIKE 'Banana%' THEN 'Found' ELSE 'Not Found' END This will show either the text: Found or Not Found. If you want to use it on Criteria, you can try: Formula…

Hi Greg, You can utilize these features to better plan your Sales activities: 1. Sales Rules and Sales Territories - These features can help to determine how NetSuite distributes your customers to your sales reps, sales groups, and sales teams. Once the customers on your account are properly assigned to your Sales Reps,…