Push Notifications in NetSuite for iOS

Push notifications work like instant messages sent to your device, reminding you of important information from your NetSuite account. When enabled, you do not need to have the app running, or even be logged into your NetSuite account from the app. They can be easily customized and numerous record types are supported.

For a video guide on how to set up of push notification in NetSuite for iOS, see How to Set Up Push Notifications on NetSuite for iOS.

Prerequisites for using Push Notifications with iOS

Administrators:

• Enable the Mobile Push Notification feature in NetSuite. See Setup > Company > Enable Features > Mobile > Mobile Push Notification

• notifications based on a saved search type (as indicated with a magnifying glass icon) need to have a corresponding saved search in NetSuite.

Enabling Push Notifications in NetSuite for iOS

Follow this procedure to enable push notifications in your app.

To enable push notifications:

1. Tap the Account Menu icon .

2. Tap Push Notifications.

3. Slide the Allow Push Notifications slider to on.

4. The first time you log in a pop-up window prompting you to confirm the action displays.

   Tap OK to confirm.

5. Tap OK again to approve the iOS-generated dialog.

The Badge Count switch controls whether to display the number of unread notifications (all roles), next to the app icon on the iOS home screen. By default the badge count is switched on when push notifications are enabled.

Setting a push notification for an event in NetSuite

Follow this example to set a notification for an event. You can set similar notifications for other activities and records.

To set a notification for an event

1. Create a new event in your NetSuite desktop account by going to Activities > Scheduling > Events > New.

2. On the Attendees subtab, check the Notify Attendees by Email box.

3. Click Save.

Attendees who have push notifications enabled receive a push notification for the event invite.

Default notification set for iOS push notifications

The following set of notifications are switched on by default when you enable push notifications on your app.

Activities	Calendar Event	Canceled, Updated, Invited
	Phone Call*	Created, Updated
	Task*	Created, Updated
Approvals	Expense Report	Approval required
	Purchase Order	Approval required
Support	Support Case*	Created, Updated
* These notification types are based on saved searches (depicted by a magnifying glass icon in the app). Some setup might be required.

To switch individual push notifications on and off :

1. Tap the Account Menu icon .

2. Tap Push Notifications.

3. Tap the push notification you want to manage, for example Phone Call Updated.

4. Slide the Push Notification slider to off.

   

The NetSuite for iOS Notification Center

The Notification Center is like your inbox for all NetSuite-generated notifications. Unlike push notifications which provide a one-off announcement, the Notification Center stores your NetSuite notifications so that you can easily refer back to them at a later date. Tapping on any notification will bring up the Actions menu. The badge count displays the number of unread notifications.

The iOS Notification Center Options Screen

The Notification Center has an options screen where you can set viewing preferences for displayed items. Tap the slider icon in the top left of the Notification Center screen to access it:

What do the Options do?
Date	Orders notifications from newest to oldest
Type	Orders notification type alphabetically (A-Z)
Show done*	Displays items which have been marked done as well as items requiring action
Show unsupported*	Displays all notification types from NetSuite including those which are not currently available as a push notification.
Mark All as Read	Bulk select option — marks all notifications in the center as read.
Mark All as Done	Bulk select option — marks all notifications in the center as done.
* These options are session-based. They will revert to off when you log out of the app.

Related Topics:

Configuring NetSuite for Mobile

System Requirements

Mobile Security

Mobile Device Access Permission

Setting Date and Number Formatting in NetSuite for Mobile

Setting the Time Zone in NetSuite for iOS

Setting the Language in NetSuite for Mobile

Configuring Maximum Entries in Dropdown Lists in NetSuite for Mobile

Configuring Phone Call Logging in NetSuite for iOS

Configuring the Tab Bar in NetSuite for iOS

Changing App Settings

General Notices