Shortcut Button
Working efficiently is all about learning shortcuts and so today I have a simple one–how to open a record from a NetSuite field. While NetSuite does pretty well with adding little shortcuts throughout, the trick is just to know what they do and start using them regularly. Today we will focus the little square button with an arrow (highlighted below) that you may have noticed on NetSuite records before.
How It Works
If you’re like me, you’ll sometimes select a customer, vendor, item, or any number of other “things” on an entry form (like a Sales Order). After that, you’ll need to get some information about that, so you’ll copy the name and put it in the Global Search bar. However, there’s actually a simpler way: just use the open button to the right of most select lists to go directly to the record you’ve selected. And you don’t need to worry about the right-click, open in new tab trick. Conveniently, the record you need will opens in a new tab for you automatically.
Conclusion
It takes time to learn NetSuite and get good at it, so I hope that this microblog will help you navigate NetSuite a little faster next time you work with records!
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