Скачать или смотреть NetSuite Home Dashboard Customization?

In this video, we take a deep dive into NetSuite navigation to help you become confident and efficient in using the platform. Whether you’re new to NetSuite or brushing up your skills, this tutorial covers everything you need to know about getting around the system.

✨ What you’ll learn in this session:
🔹 Login & Home Dashboard – Understanding portlets like reminders, calendar, KPIs, and shortcuts
🔹 Main Navigation Menu – Accessing transactions, lists, reports, setup, and customization
🔹 Global Search – Tips and tricks to find records faster with prefixes (cu:, tr:)
🔹 Portlets Overview – Customizing reminders, calendar, KPIs, and shortcuts
🔹 Record View – Tabs like summary, related records, and communication explained
🔹 Customizing the Dashboard – Adding, rearranging portlets, setting up KPIs, and creating shortcuts
🔹 Basic Navigation Tips – Favorites, recent records, help center, and keyboard shortcuts

👉 By the end of this video, you’ll know how to personalize NetSuite to fit your role and navigate like a pro.

💡 This is Chapter 3 of our NetSuite Training Series, so make sure to check out the earlier chapters for a complete learning experience!

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