Scenario User would like to export all of the User Notes in their account. Solution Navigate to Lists > Search > Saved Searches > New Select User Note Click Preview Click the Export (Excel) Icon
Tag: User notes
How to use the standard ‘User Notes’ feature in a custom record and generate email notifcation
We can use the standard ‘User Notes’ feature in a custom record by enabling the ‘Show Notes’ checkbox in the custom record.Once the check box is enabled, notes can be created through UI similar to all the standard NetSuite records. Since the user notes are a different record, notes can be even added when the… Continue reading How to use the standard ‘User Notes’ feature in a custom record and generate email notifcation
Adding note records or user notes to a record
Adding note records through UI We can add user notes or note records to NetSuite records such as employees, customers etc. This can be done through NetSuite UI by going to ‘Communication’ subtab and then ‘User Notes’ under the subtab. We can add a new subtab with a title and memo(description) values.Once a note record… Continue reading Adding note records or user notes to a record