- The Navigation Portlet SuiteApp can provide a major assist to admins, as it allows them to create a role-specific home dashboard portlet with categorized quick links to commonly accessed reports, records and other information for different users.
- Sales and operations employees can quickly get the information they need with customer or vendor dashboards. First pull up a list of customers or vendors. Hover over the record and a Customer/Vendor Dashboard button should appear to the right of the Edit button. You can also access this when in a customer or vendor record by clicking View Dashboard in the upper-right hand corner.
- For more information on the latest NetSuite release, hit Personalize in the upper-right corner of your home screen. Click the icon labeled “New Release” to add the New Release Portlet to your dashboard. From the portlet you can review release notes and access your Release Preview account.
- Change how reports are categorized to what makes the most sense for you by navigating to Customization > Centers and Tabs > Center Categories > New.