September 2018

Ask IBT – Can I have my logo on NetSuite forms

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: Can I have my logo on NetSuite forms? We have a couple of options when it comes to logos in NetSuite. Let’s have a look into them Set up the default Company Logo:Navigate to Setup-> Company -> Company Information Company Logo (Forms) = Select the logo that will be used by default to all entry and transaction forms […]

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Ask IBT – Can I store my files in NetSuite?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: Can I store my files in NetSuite? The File Cabinet is a feature in NetSuite which allows you to store and organize your business documents in much the same way as you store any files in your computer.  You can create folders and subfolders, which can be restricted either by the folder owner

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Ask IBT – What is my NetSuite ID?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: What is my NetSuite ID? You might often come across a scenario where you NetSuite account number will be required for setting up services such as NetSuite for Outlook or integrating additional third party products or even while contacting the NetSuite support team. There are a couple of ways. Let’s have a look 1)

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Ask IBT – Does NetSuite have custom colours?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: Does NetSuite have custom colours? Question from some NetSuite users: Do I have to stick with this default color scheme all my life? To be honest, it’s just not my style. Well, no you don’t have to. NetSuite gives you the option to change the default color scheme and its pretty straightforward.

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Ask IBT – Can I review the activity with our customers?

[cmsmasters_row][cmsmasters_column data_width=”1/1″][cmsmasters_text] Q: Can I review the activity with our customers? Oh, how I hate this, “Hey can you give me an idea of all the interactions we have had with this client?”. Why do I hate it? Just thinking of the painful task of going through the files manually or checking my outbox the

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