Identify the different navigation options within NetSuite. Flashcards

1
Q

Where can you access shortcuts?

A
  1. Hover over star icon
  2. shortcut portlet on home dashboard
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2
Q

Subtab keyboard shortcut?

A

Alt and the underlined letter in the title of the tab

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3
Q

Where can you find a list of recent records you’ve been working with?

A

Recent records icon to the left of the Shortcuts star icon

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4
Q

What are centers in NetSuite

A

Centers in NetSuite are a specific configuration of top tabs that are unique to each role. Because users in each role need to access specific records, having the right tabs already designated for each role ensures that users can easily access what they need. In addition to the standard roles and centers, administrators can also create new centers which can be assigned to custom roles.

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5
Q

Navigation Tools

A

1.Shortcuts
2.Recent Records
3. Centers
4. Portlets
5. Global Search
6. Quick Search

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6
Q

What is Quick Search?

A

Quick search is just a portlet that can be added to your dashboard. After adding this portlet to your dashboard, you can customize it so that it can be used to search for either general records or specific transactions. Simply choose General or Transaction in the Quick Search Setup popup box. Then you can choose the default search type.

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7
Q

What is a Netsuite Center?

A

each role is tied to a center, meaning a set of tabbed pages that display as the NetSuite user interface. . . . A role’s center determines the pages that users see when they log into NetSuite.” In other words, different roles have different centers—different tabs that appear when a user logs in as that role.

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8
Q

Types of Centers

A
  1. Classic
  2. Accounting
  3. Sales
  4. Employee
  5. Support
  6. Vendor
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9
Q

Can you customize centers?

A

As with the roles, you can also create your own custom centers. In fact, you can use custom centers only for custom roles. To create a new center, navigate to Customization > Centers and Tabs > Centers > New. On this page, you will provide a label for your custom center and an optional ID. To actually select which tabs will appear on your new center, you need to create new tabs and directly apply those tabs to the new center. To create new tabs, navigate to Customization > Centers and Tabs > Center Tabs > New.

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