With the new NetSuite 2017.1 release, there are many new improvements made to make your workday easier! One great update they made is adding a default setting and timeline portlet to the Customer Dashboard.
Default View Preference
Users will now be able to set the Customer Dashboard as their default when viewing customer records in NetSuite. This new user-level preference can be set at Home > Set Preferences > Appearance by checking the box called Set Customer Dashboard as Default View on Customer Record.
With this preference set, when a user navigates to a customer record via global search, this Dashboard will be shown first.
If you are viewing a customer via their dashboard and would like to return to the classic transaction form view, there is a quick link to Switch to Form View.
Timeline Portlet
Customers who wish to have a chronological view of transactions or activities can now add a Timeline Portlet to their Customer Dashboard. To edit the dashboard portlet, click on Personalize at the top right of the dashboard, and then select a Timeline Portlet box to add to the page.
Three instances of the portlet can be displayed on the customer dashboard, providing perspectives on specific aspects of customer activity. Links on each description allow the user to quickly drill down to more detail. The following are a few examples.
Timeline Portlet of CRM Activity Transactions
Timeline Portlet of Sales Activity Transactions
The Customer Dashboard enhancement is just one of the many additions NetSuite has made with the 2017.1 release, so be sure to check out our blog for more! If you would like more information about the Customer Dashboard enhancement, please contact us! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
