Setting Default Forms for Roles

To set a default form for roles:

Go to Setup > Users/Roles > Manage Roles.

Click Customize next to the role you want to set a form for.

Enter a name for your custom role.

Click the Forms subtab.

Click the section you want to set default forms for.

Transaction – Set default forms for transactions such as cash refunds, cash sales, invoices, and sales orders.

Entity – Set default forms for the records you keep for people and companies in NetSuite, such as employees and customers.

CRM – Set default forms for CRM-related activities and records such as campaigns, cases, events, and tasks

Time – Set default forms for time entries.

Item – Set default forms for item records.

Other Record – Set default forms for other types of records, such as competitor records.

In the Enabled column, clear any boxes for forms this role should not have access to. (not available for Customer Center roles)

If you disable all forms for a record or transaction type, users with this role will use the standard form.

Check the box in the Preferred column next to any form that should be the default for this role.

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