Setting Up Account Warmer

There is no further setup required to use the Account Warmer SuiteApp.

If you would like to view details of the most-used record types in your account, you can install the optional Account Warmer Portlet. To do this, complete the following steps:

Install Account Warmer Portlet

  1. From your NetSuite Home page, click Personalize.

  2. Select the SuiteApps tab.

  3. Click Account Warmer.

    Note:

    If you have a previous version of the Account Warmer Portlet, remove the existing portlet first to refresh the list, then try steps 1-3 again.

General Notices