Category: Ask IBT

Ask IBT – Activities

Ask IBT – Activities

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 countless emails...

Ask IBT – Reminders

Ask IBT – Reminders

Q: Does NetSuite have reminders? Wouldn’t it be great to have the system remind you of your daily tasks and avoid the calendar reminders, sticky notes or even grumpy faces from your manager? Well, NetSuite can do that for you. You can set up reminders for important data or tasks in NetSuite. Reminders appear in...

Ask IBT – Batch Printing

Ask IBT – Batch Printing

Q: Can I print invoices in bulk? Do you get freaked out when you get that email or call from your customer or manager, asking you to send all the past or historical or unpaid invoices for that customer? The thought of going through your files or folders or emails searching and tracking the invoices...

Ask IBT – Navigation

Ask IBT – Navigation

Q: What’s the easiest way to navigate NetSuite? One of the most common grievances that I hear from users is “So many buttons to click in order to reach that page”  and  “Where did that record go, I just opened it. Oh, I need to redo the whole thing again”. Well, NetSuite has 3 options that...

Ask IBT – Speeds

Ask IBT – Speeds

Q: NetSuite is in the cloud, is it ever slow? Sometimes I get the question, why is NetSuite slow today? What are the transactions taking ages to save? Well, don’t panic.  While we in IBT are always here to help you with your NetSuite related performance issues, there could be some steps that could help...

Ask IBT – Keyboard Shortcuts

Ask IBT – Keyboard Shortcuts

Q: Does NetSuite have any keyboard shortcuts? Boy, I hate using the mouse while entering data and completing forms. NetSuite has several useful keyboard shortcuts. You can press Alt+G to move the cursor directly to the Global Search field. Ctrl+F5 refreshes the current page. This is particularly useful on the dashboards. Type Ctrl+F5 and all the...