Setting Customer and User Experience Preferences

Users with the Administrator role can set up customer and user experience preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
Customer Center Welcome Message	Enter the message to display to Customer Center users. When a customer logs in, this message is followed by their name. If no one is logged in, it uses 'Guest'.
Assign Tasks to Partners	Check this box to let you assign tasks to partners. Note: Before a task can be assigned to a partner, make sure the Assign Tasks box on the partner record is checked.
Show Product Recommendations	Users can see suggestions for NetSuite features directly in the product, at the top of the page. Product messages are enabled by default. Users can disable the messages by checking the Don't show again box in the message.
Do not Display Customer Satisfaction Surveys	Check this box to opt your organization out of in-page satisfaction surveys.
Enable NetSuite Guided Learning	Check this box to enable the NetSuite Guided Learning tool for everyone who uses the account. The NetSuite Guided Learning tool provides people with interactive step-by-step instructions to help them complete tasks within NetSuite.
Set NetSuite Guided Learning Application ID	Do not change this field. It is for Oracle use only and specifies the instance of the NetSuite Guided Learning that appears in your account. If you change this field, NetSuite Guided Learning may stop working correctly.
Set NetSuite Guided Learning Environment	Do not change this field because. It is for Oracle use only and specifies the environment where NetSuite Guided Learning is running. If you change this field, NetSuite Guided Learning may stop working correctly.

Landing Page	Select a tab created by a custom Suitelet deployment to be the first page users see when they log in. This overrides any user-defined landing page preference for a standard or custom center tab on the Set Preferences page. If neither this preference nor the user landing page preference are set, users see their Home page first. The list of available landing pages includes all deployed Suitelets by their deployment IDs. Suitelets without at least one deployment aren't listed. This preference is for when you want to show an account setup assistant at first login for account setup and configuration.

Preference

Description

Customer Center Welcome Message

Enter the message to display to Customer Center users.

When a customer logs in, this message is followed by their name. If no one is logged in, it uses 'Guest'.

Assign Tasks to Partners

Check this box to let you assign tasks to partners.

Note:

Before a task can be assigned to a partner, make sure the Assign Tasks box on the partner record is checked.

Show Product Recommendations

Users can see suggestions for NetSuite features directly in the product, at the top of the page.

Product messages are enabled by default. Users can disable the messages by checking the Don't show again box in the message.

Do not Display Customer Satisfaction Surveys

Check this box to opt your organization out of in-page satisfaction surveys.

Enable NetSuite Guided Learning

Check this box to enable the NetSuite Guided Learning tool for everyone who uses the account. The NetSuite Guided Learning tool provides people with interactive step-by-step instructions to help them complete tasks within NetSuite.

Set NetSuite Guided Learning Application ID

Do not change this field. It is for Oracle use only and specifies the instance of the NetSuite Guided Learning that appears in your account. If you change this field, NetSuite Guided Learning may stop working correctly.

Set NetSuite Guided Learning Environment

Do not change this field because. It is for Oracle use only and specifies the environment where NetSuite Guided Learning is running. If you change this field, NetSuite Guided Learning may stop working correctly.

Landing Page

Select a tab created by a custom Suitelet deployment to be the first page users see when they log in. This overrides any user-defined landing page preference for a standard or custom center tab on the Set Preferences page. If neither this preference nor the user landing page preference are set, users see their Home page first.

The list of available landing pages includes all deployed Suitelets by their deployment IDs. Suitelets without at least one deployment aren't listed.

This preference is for when you want to show an account setup assistant at first login for account setup and configuration.

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