Working with Record Types

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.