NetSuite System Training: Navigation & Usability 

Duration: 2 hours

  • NetSuite Navigation
    • Header and Menus
    • Dashboards
    • Global Search
    • QuickViews
    • Keyboard Shortcuts
    • Popup & Dropdown Lists
    • Using Buttons in NetSuite
  • Setting Personal Preferences
    • Setting General Preferences
    • Mapping Addresses on Records and Transactions
    • Setting Preferences for Appearance
    • Setting Preferences for Transactions
    • Setting Analytics Preferences
    • Configure Report by Period
    • Setting Preferences for Activities
    • Setting Preferences for Alerts
    • Setting Preferences for Restricting Views
    • Resetting Your Login Email or Password
    • Updating Security Questions
  • Working with Records and List
    • Working with Records
    • Duplicate Record Detection
    • Working with Groups & Lists
  • Working with Calendar and Activities
  • Working with Email
  • Working with the File Cabinet
    • Creating File Cabinet Folders
    • Restricting Access to File Cabinet Folders
    • Uploading/Downloading Files from the File Cabinet
    • Editing/Deleting Files in the File Cabinet
    • Moving/Copying Files from the File Cabinet
  • Personalizing the Dashboard
    • Adding portlets to your Home Dashboard
    • Setting up key performance indicators (KPIs)
    • Setting up Dashboard Reminders
    • Creating shortcuts on your Home Dashboard
  • Exporting Reports, Searches and Lists
  • Getting Help
    • NetSuite Documentation Overview
    • Using the Help Center Window
    • SuiteAnswers Support and Learning Center
    • NetSuite Support
    • Checking NetSuite System Status

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