NetSuite users often seek customization options to streamline their workspace. This article addresses a common requirement where users want to hide the Enhanced Customer Form and Enhanced Lead Form from the list of available forms.
Enhanced Customer Form and Enhanced Lead Form, while not appearing in the Entry Forms list, may still be visible in the Custom Form field. Users desire to remove these forms from the list of available forms to enhance clarity and simplify the selection process.
To address this challenge, NetSuite provides a solution through the SuiteBundler tool, allowing users to manage and customize components. Users can effectively hide these forms from the list of available options by inactivating the Custom Forms associated with Enhanced Customer and Lead Forms.
Step-by-Step Resolution:
- Navigate to Customization > SuiteBundler > Search and Install Bundles > List.
- Click on ‘Enhanced Sales Center.’
- Click on ‘Components’ within the Enhanced Sales Center.
- Choose ‘Show Components’ to reveal the components associated with the Enhanced Sales Center.
- Inactivate the Custom Forms associated with the Enhanced Customer Form and Enhanced Lead Form.
- Navigate to Customization > Forms > Entry Forms.
- Enter a checkmark in the ‘Show Inactives’ field.
- Locate ‘Enhanced Customer Form’ and enter a checkmark in the ‘Inactive’ field.
- Similarly, find the ‘Enhanced Lead Form’ and enter a checkmark in the ‘Inactive’ field.
- Click ‘Submit’ to confirm the changes.
By following these steps, users can effectively hide the Enhanced Customer Form and Enhanced Lead Form from the list of available forms, streamlining their NetSuite experience.