Working with Records
NetSuite tracks all the information in your account using records.
You create a new customer record to track address, phone and email information. Link customer records with contact records to keep track of the individuals you do business with. You also create records for each of your financial accounts, any items you may sell, marketing campaigns, customer support cases, phone calls, events — any information that you use to successfully conduct business is tracked in NetSuite on a record.
After you create records in NetSuite, you can look at account registers, track customer activity, and receive reminders for upcoming events and phone calls.
NetSuite Record Pages
Each NetSuite record is represented as a page in the user interface, with basic data displayed in fields at the top of the page, and more detailed data (including data from related records) displayed in lists and fields on subtabs at the bottom of the page.
Attaching Files to Records
You can attach documents in the file cabinet to records and transactions using the Communication subtab. This can be useful, for example, if you want to keep a copy of a contract or license on a customer record.
To attach a file to a record or transaction:
Click the Communication subtab on the record.
Click the Files subtab. Here, you have several options for attaching a file:
Click Attach to attach a file that already exists in the file cabinet.
Click New File to attach a file from your computer or the Web.
Click . A popup window displays with more options:
Click List to select the file you want to attach from a list of files in the file cabinet.
Click New to display a window where you can browse the files on your computer, or enter a URL from the Web. Here, you can also choose to make the file available for SuiteBundles.
Click Open | Edit, when you have already selected a file, to preview it in a new browser.
Click Add.
Important: A file in the Attachments to Send folder or Attachments Received folder cannot be attached to records or transactions. You must move the file to another folder. For more information, see Moving and Copying File Cabinet Files.
Roles and Permissions
The types of records you can view and edit vary according to the roles and permissions assigned to you. You can select which records members of your organization can view, and regulate the operations they can perform on records. For example, you may want to grant only edit permissions to a certain record type, so that an employee may be able to update the record, but unable to delete it or create a new one.
Groups
You can create groups of records to communicate with a set of individuals within your organization, or other companies you do business with. For example, you can invite a group of employees to a meeting, or send a marketing email blast to a group of customers. With NetSuite, you can create a dynamic group that changes based on record search results, or you can create a static group using a set of records that you select.
What type of permission does a role need to have to attach a file. I've created a role, but cannot find anywhere where it allows access to attach a file. I can of course do it as admin.
ReplyDeleteAfyon
ReplyDeleteBalıkesir
Kırklareli
Amasya
Bilecik
REN
çorum
ReplyDeletekaraman
niğde
osmaniye
kuşadası
W7İ
görüntülü show
ReplyDeleteücretlishow
XL6BJ
siirt evden eve nakliyat
ReplyDeleteadıyaman evden eve nakliyat
kastamonu evden eve nakliyat
artvin evden eve nakliyat
malatya evden eve nakliyat
ESP
6DE71
ReplyDeleteYalova Lojistik
Karabük Evden Eve Nakliyat
Batıkent Boya Ustası
Batıkent Fayans Ustası
Sivas Lojistik
İstanbul Evden Eve Nakliyat
Manisa Şehir İçi Nakliyat
Bitcoin Nasıl Alınır
Bartın Parça Eşya Taşıma
9509D
ReplyDeleteBitcoin Kazma Siteleri
Bitcoin Kazanma Siteleri
Pinterest Takipçi Hilesi
Binance Neden Tercih Edilir
Binance Borsası Güvenilir mi
Binance Referans Kodu
Sohbet
Sui Coin Hangi Borsada
Kripto Para Çıkarma
34C01
ReplyDeletechainlist
poocoin
dexscreener
looksrare
arculus
aave
safepal
trezor suite
defillama
23A681D6AB
ReplyDeletetakipci satin al