Enhanced Dashboards and Portlets

The links portlets are streamlined to include only links that sales users are most likely to access.

The following new saved searches are the default dashboard views on their corresponding center tabs:

For general information about views, see Working with List Views, Sublist Views, and Dashboard Views.

The Setup tab contains a links portlet. It has for Sales & Marketing Automation, Customization, User/Roles, Import/Export in place of the standard NetSuite Setup Manager.

The More tab contains a links portlet with links to least used sales information.

Related Topics

Setting Search Defaults for a Role
Setting up the Enhanced Sales Center
Customizing the Enhanced Sales Center

General Notices