The Recent Records portlet in NetSuite displays a list of records that you have recently created, modified, or viewed. It provides quick access to these records. Here’s how you can add it to your dashboard:
1.Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.
2.On the Standard Content tab of the Personalize Dashboard palette, click the Recent Records icon or drag it onto the dashboard.
3.Quick Access to Recent Records:
The portlet displays a list of records that you have recently created, modified, or viewed. It provides convenient links for quick access to these records. Whether you’ve just updated a customer’s information, worked on a project task, or viewed an order, the Recent Records Portlet ensures that you can easily revisit those records when needed.
4.Efficient Navigation:
Recent records are also listed in the recent records menu on the left side of the navigation menu. This menu allows you to quickly jump to any of your recently accessed records. It’s especially helpful when you’re working on multiple tasks and need to switch between different records without searching through menus or lists.
5.No Setup Required:
Unlike some other portlets, the Recent Records Portlet does not have a “Set Up” link. Therefore, you cannot modify its contents. However, this simplicity ensures that you always have access to your most recent records without any additional configuration1.
6.Record Details at Your Fingertips:
Each record listed in the portlet includes a link to view the full record. If you have edit permission for a specific record, an “Edit” link appears as well.