Set Preferences - Individual Flashcards
Name Subtabs (9)
General Appearance Transactions Analytics Activities Alerts Telephony Restrict View Custom Preferences
General features
User Profile:
Nickname
From Email Address
Signature
Localisation: Language Search Sorting Spelling Language of Help Accounting Context Time Zone Calendar First Day of Week
Formatting: Date Format Long Date Format Time Format Number Format Negative Number Format Phone Number Format Autoplace decimal CSV Column Delimiter CSV Decimal Delimiter
Defaults: Use Multicurrency Expense Reports Download PDF forms Address Mapping Type Show Internal IDs Only Show Last SubAccount Only Show Last SubEntity Only Show Last SubItem
Messages: Submit Warnings Limit CC fields to Contacts and Employees Default Issue Email Notification Notify me upon Issue Assignment
Optimising NetSuite: Delay Loading Sublists Number of Rows in List Segments Maximum Entries in Dropdowns (max 500) Type-Ahead on list fields Require exact match on Type-Ahead Items Show Quick Add Row on lists Display Bounce Warning on Campaigns Prefer Native Select Fields (IE only)
Appearance
Colours:
Styles:
Chart Themes:
Centres & Dashboards:
Set Customer Dashboard as Default View
Landing Page
Entry Forms:
Two columns
Expand Tabs on Entry Forms
Enable Rich Text Editing
Accessibility:
Display Theme with Optimal Contrast
Transactions
Basic:
Auto Fill
Alphabetise Items
Warnings: Duplicate warning Custom Credit warning Inventory Level warning Vendor Credit Warning
Printing: HTML Print GL impact per sub Attachments to email HTML or PDF Print Offsets
Analytics
Reporting: By Period (all, financial, none) Grid Fonts Print Logo Report Title Report Description Default Bank Account Calculate Forecasts as weighted (probability %)
Search: one result show list quick search - keywords popup search - keywords include inactive in global search autosuggests global search sort by name/ID global search include prospects and leads global search include trans ID
PDF:
orientation
font size
Export:
Character type
KPI Snapshot:
KPI with period specific consol rates
Activities
Calendar
Tasks & Phone Calls
Alerts
Set up alert frequencies 3 times a day
include links in html
“Allow Users to Subscribe” if this is enabled on a search then it is possible for user to subscribe
Telephony
Telephony Application Program Interface
Restrict View
Sub
Dep
Loc
Class
all with option to include sub records
Custom Preferences
Sticky Notes
