Viewing a Record in NetSuite for Mobile

Follow this procedure to view a record in NetSuite for Mobile.

To view a record:

  1. To access the list of available record types:

    • For iOS, on the Tab bar, tap Records.

    • For Android, tap the Navigation Menu icon Screenshot of the NetSuite for Navigation Menu icon, and then tap Records.

  2. (Optional) To access a list of recently opened records, tap Recents.

  3. From the list, tap the record type you want to access.

  4. (Optional) You can apply filters and set view options for the list.

    • For iOS, see the following instructions.

    1. From the record list, tap View at the top of the list.

    2. Configure the view options and set filters you want to use.

    3. To apply your changes, tap Done.

    • For Android, see the following instructions.

    1. Tap the More icon Screenshot of the NetSuite for Android More icon, and then tap Customize List.

    2. On the Customize List screen, you can set custom settings and filters for your list.

      Note:

      The available options depend on the record type and your other customizations.

    3. To save your customizations, tap the Back icon Screenshot of the NetSuite for Android Back icon. Your customizations apply automatically.

  5. From the list, tap the record you want to view.

  6. The record opens in summary view.

  7. A predefined selection of Record sublists are displayed below the summary view. Tap the Record Menu icon Screenshot of the NetSuite for Mobile Record Menu icon to reveal additional sublists. See NetSuite for Mobile Sublist Management.

Additional Information

NetSuite for Mobile Sublist Management

Related Topics:

NetSuite for Mobile Record Management
Creating a Record in NetSuite for Mobile
Editing a Record in NetSuite for Mobile
Customizing a List in NetSuite for Android
Adding a Record List to Favorites in NetSuite for Android
Taking Quick Actions on Records in NetSuite for Android
Attaching Files To a Record in NetSuite for Mobile

General Notices