In our fast-paced world, finding ways to accelerate our work is always a top priority. By employing a series of swift and seamless clicks, you can effortlessly navigate through NetSuite dashboards, reports, and searches, experiencing an unprecedented level of efficiency and speed.
Introducing a plethora of straightforward NetSuite shortcuts that will revolutionise your team's productivity on a daily basis.
Global Search Shortcuts
Discover the power of Global Search, the ultimate tool for finding data in NetSuite. Located conveniently at the center of the Oracle NetSuite header, the Global Search box is always within reach, staying anchored at the top of every NetSuite page.
Say goodbye to endless scrolling and effortlessly navigate to the Global Search field with a simple keystroke - Alt+G.
By leveraging record type prefixes as search keywords, you can easily refine and streamline your search results, enhancing teamwork productivity and achieving unparalleled efficiency and speed with just a few clicks.
- Case
- Contact (CON)
- Customer (CUS)
- Estimate (EST)
- Item (ITE)
- Job
- Opportunity (OPP)
- Sales Order (SAL)
To optimise your search results, remember to include a colon to separate the record from the shortcut search term. Additionally, make sure to add at least three alphabetical or numerical characters in the search term to narrow down your results. For example, if you're looking for a customer with the name ABC, you can use the search term CUS: ABC.
Tip: If you rename the record type, the search prefix will change as well.
Advanced Global Search Shortcuts
Global Search provides precise matches for numeric keywords to prevent an overwhelming number of search results. Enhance your search outcomes by utilising pattern matching functionality.
Keyboard and Dashboard Shortcuts
Date Shortcuts
When editing or completing forms, there are several shortcuts to quickly change dates in any Date field in NetSuite:
- Press t to enter today’s date.
- Press y to enter yesterday’s date.
- Press T (uppercase t) to enter tomorrow’s date.
- Press m to enter the last day of the month.
- Press p to enter the end of the current period (if you use accounting periods).
- Press l (lowercase L) to enter the end of the previous period (if you use accounting periods).
- Press the plus sign (+) to increase one day.
- Press the minus sign (-) to decrease one day.
Subtab Shortcuts
When utilising tabbed pages, keyboard shortcuts provide a convenient way to swiftly navigate between subtabs. Each subtab is marked with an underlined letter in its title. Simply press Alt (or option on Mac keyboards) along with the corresponding letter to switch to the desired subtab. For example, pressing Alt+S will take you to the Shipping subtab. Once there, the cursor will automatically appear in the first field of that specific subtab.
Recent Records
If you need to quickly find your way back to recently accessed information, the Recent Records feature will display the last 12 records you viewed. Simply hover over the recent records icon in the header bar to see a complete list of your recent records. Clicking on "All Recent Records" will show you the full list, including the record type and the date it was last accessed.
Alternatively, you can access this information through the Recent Records Portlet, which provides a list of records you've recently created or modified, along with convenient links for quick access.
Navigation and Shortcut Portlets
Custom portlets are an invaluable tool for personalising your dashboard to enhance navigation. To add custom portlets, simply click on the "Personalise" option located in the upper right corner of your dashboard or use the "Personalizs Dashboard" feature in the Settings portlet. On the Standard Content tab of the Personalise Dashboard palette, you can click on the Custom Portlet icon or drag it onto your dashboard.
Navigation Portlet
If you want to create groups and categories for shortcuts or links that you frequently use in NetSuite, you can download the Navigation Portlet SuiteApp. This portlet will display any customized groups and categories directly on your dashboard, making it easy for you to access them whenever needed.
Shortcuts Portlet and Menu
In addition, the Shortcuts portlet provides convenient links for quick access to your most frequently used records, transactions, lists, and reports. These same links are also available as options on the Shortcuts Menu, which can be accessed through the star icon on the navigation menu.
You can add, remove, and change the order of shortcut links in the Shortcuts portlet and Shortcuts menu. You can also set up shortcuts to open linked pages in new windows. Any changes you make are applied to both the Shortcuts Portlet and the Shortcuts Menu options.
Adding Shortcuts
There are two methods to add shortcut links to the shortcut portlet:
1. Add a shortcut from the page you want the shortcut to go to:
- Mouse over the star icon on the navigation menu and select Add to Shortcuts.
- Edit the name for the shortcut link.
- Check the Open New Window box if you want the link to open in a new window.
2. Add a shortcut from the Shortcuts Portlet:
- Click New Shortcut on the portlet menu.
- Enter a name for the shortcut link.
- Enter the URL for the page.
Customising the Shortcut Portlet
To customise the Shortcut Portlet, simply rearrange the shortcut links that have been added. To access the customisation screen, click on the "Set Up" option in the Shortcuts portlet menu or select the "Set Up Shortcuts" option on the shortcuts menu. This will open a separate popup window where you can easily reorder the shortcuts by dragging the shortcut row to your desired position or using the "Move to Top" or "Move to Bottom" buttons. Don't forget to click "Save" to save your changes. Additionally, you can rename a shortcut link within this window by editing the Label field.
Removing Shortcuts
To remove any shortcut within the portlet, simply open the Set Up Shortcuts popup window and uncheck the Enable box next to each shortcut you wish to remove. It's important to note that shortcuts that were created when a dashboard was published for you will appear with asterisks. In some cases, the publisher may have restricted these shortcuts, preventing you from removing them.
Customising Email Preferences
To simplify emails sent within NetSuite, you can set up an email profile to determine the following:
- Name that appears in the From field
- The From Email Address
- Custom Signature
Name and From Email Address
To customise or update the name and email address for NetSuite emails, go to the Home tab and click on "Set Preferences." From there, you can customise the name that will appear in the From field by editing the Nickname field. In the From Email Address field, enter the email address that you would like to display in the From field of the emails you send. Finally, click on Save to save your changes.
Custom Signature
In the Signature field located in Set Preferences, you can enter an email signature using HTML markup. If you are not familiar with working with HTML, the simplest way of
creating an email signature containing rich-formatted text, images, and links is to use NetSuite’s email editor. You can access the editor either by clicking the Communications
subtab > Messages > Email or from the Email Templates record. The editor is the same in all cases.
Once in the NetSuite Email Editor, create an email signature by navigating to Documents > Templates > Email Templates > New. Enter your signature information directly into the editor.
To add an image to a signature, first make sure the image has been uploaded to NetSuite’s File Cabinet. Open a new browser tab/window and go to Documents > Files > File Cabinet. Locate the required image file and click Edit. Copy the URL, which begins https://system.netsuite.com/.
Return to the email editor and click the image icon. Paste the File Cabinet image URL into the URL field. Input sizing and alignment options as required. Click OK. Switch to the editor’s markup view by clicking the DIV icon. Copy all lines of the markup code. Once copied, go to Home > Set Preferences. Clear any existing content from the Signature field and paste in the copied HTML. Check the Add Signature to Messages box and click Save.
Supporting you
In conclusion, NetSuite shortcuts are a game-changer when it comes to boosting productivity and efficiency in your daily work. From the power of Global Search to the convenience of keyboard and dashboard shortcuts, these features allow you to navigate through NetSuite with ease. The Recent Records and Navigation and Shortcut Portlets further enhance your experience by providing quick access to frequently used records and links. And don't forget to customise your email preferences to streamline your communication within NetSuite. By utilising these shortcuts and tools, you can revolutionise your team's productivity and make the most of your time. So why wait? Start exploring these shortcuts today and unlock a new level of efficiency in your work with NetSuite.
