Useful Shortcuts to Navigate NetSuite

“I’ve been doing it all wrong.”

“I didn’t know that I had to field IDs properly. Thank you for telling me about that.”

That’s one of our client’s feedback when we shared with him about this best practice.

In case you’re wondering, we shared some tips on how to name your field IDs so that you can avoid experiencing a possible data loss.

You can check the article here: Naming NetSuite Field IDs

This time, let’s talk about a way to increase your productivity as a NetSuite user.

Ever felt that having to go through several navigational paths was a little too much? 

Remember a time when you were looking for a specific page but you don’t know what’s the shortcut?

How about when you were trying to look for a report that you wanted to run again today?

As you already know, NetSuite has TONS of menu options.

Where is it again? Lists > Search > Saved Searches.. *scroll* *scroll*

How should I go to that report again?

How do I approve a journal entry?

Just like in your browsers, you can bookmark these pages as well.

It’s called a NetSuite shortcut.

The shortcut is that “star” button beside the home page that you always ignore, but can be very useful.

Here’s a quick demo of how it works!

shortcut

Now, here’s a more advanced tip:

Instead of having a single shortcut, you can put them into a group.

That’s through the “Navigation Portlet” solution.

In Navigation Portlet, you can create Shortcut groups according to a role and put some icons to add some style.

To install Navigation Portlet, follow these steps as an Administrator:

  1. Navigate to Customization > SuiteBundler > Search & Install Bundles
  2. Use the following details to look for the “Navigation Portlet” SuiteApp.
    1. Bundle Name: Navigation Portlet
    2. Bundle ID: 186103
  3. Click Navigation Portlet to display its Bundle Details page.
  4. Click Install.

See a preview of how it looks like:

No alt text provided for this image

We hope you learned something valuable with this NetSuite shortcut.

Let us know in the comments below what else you want to learn in terms of creating custom solutions in NetSuite. 

See you in our next article.

P.S. You might want to check out our previous article on How You Should Start Doing About the Scripts in your NetSuite Account

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