Using the Help Center Window

Watch the following video to learn how to use the help center.

The help center has many features to help you find what you need to know about NetSuite. For information about how to access the help center, see Accessing the Help Center.

Help Center

1

Search – To search for help topics for the pages and features of NetSuite, type a keyword or phrase in the Search field of the Help window, and press Enter. For more information, see Searching for Help.

2

Language Preference – If your account has the multi-language feature enabled, you can choose your preferred language displayed in the NetSuite Help Center from the dropdown list at the top right corner of the page. This language preference is independent of the language preference you specify for the NetSuite user interface. You can switch between languages in the Help Center, if needed. The next time you open the Help Center, it opens in the language you last chose.

You can choose from these languages: Chinese Simplified icon(Chinese Simplified), Deutsch (German), English, Japanese icon (Japanese), Español (Spanish).

Note:

You can also set the language of the Help Center using the Set Preferences link. See Setting Personal Preferences, specifically, the entry for Language of the Help Center in the User Profile section.

3

Home – Click the home icon Home icon on the toolbar to go back to the Help Center home page. A home icon also appears at the top of each help topic.

4

SuiteAnswers – Click SuiteAnswers to go to the SuiteAnswers site. This page opens in a new tab. SuiteAnswers is a searchable repository of support solutions, best practices, training videos, and help topics.

5

Developers – Click Developers to view a list of resources for SuiteCloud and Commerce developers.

6

Videos – Click Videos to view a list of help videos that demonstrate how to perform specific tasks in NetSuite. When you click a link, you're redirected to the Oracle Learning Library to view the video.

7

Training – Click Training to go to the SuiteTraining site. This page opens in a new tab. Here you'll find complete information about the courses and certification programs that NetSuite offers.

8

SuiteApps – Click SuiteApps to open a list of current SuiteApps. You'll also find a link to SuiteApp.com where you can find information about SuiteApps developed by SDN Partners and other third parties.

9

User Guides – Click User Guides to open a list of available PDF guides. These User Guides offer conceptual details and setup information for specific areas of NetSuite. Click the PDF icon beside a User Guide to open the PDF in a new window.

10

New Release – Click New Release to open a page with links to Sneak Peeks, Release Notes, and other important information for the newest release of NetSuite.

11

Table of Contents – Click the arrows Show and Hide icons at the top of the divider to hide or show the Table of Contents.

Click the Show in Table of Contents icon Show in Table of Content icon. in the page header to find the current topic in the Table of Contents. Seeing a topic within the organization of the Table of Contents can help you find related topics or understand where you're in a process or a feature.

12

Print Icon – Click Print icon Print icon in the page header to print the current help topic. Or, right-click and use the browser’s Print function.

Submit Feedback for Help and Search

When you view or search for help topics, you can submit feedback about the helpfulness of the topic content or search results.

Feedback field on a help topic.

Help Topic Navigation

Help topics often provide navigation steps to help you find pages in your NetSuite account. In most cases, this navigation is tailored to your role, showing you the relevant tabs, headings, and links.

Consequently, you may see different navigation for the same help topic if you use more than one role.

For example, Krista Barton is a sales rep who is assigned the standard Sales Rep role. When Krista reads a help topic about creating a customer record, she's directed to Customers > Relationships > Customers. If Krista was logged in with the Marketing Assistant role, the help topic would direct her to Leads > Relationships > Customers.

Sometimes, help topics might mention pages or features you can't access or that aren't enabled in your account. In these cases, the navigation steps are shown as if you were logged in as an account administrator.

For example, Krista is logged in with her Sales Rep role and wants to read about how marketing campaigns work in NetSuite. When reading a help topic on the creation of marketing campaigns, the navigation directs her to Lists > Marketing > Campaigns. This is the navigation she'd see if she was logged in as an account administrator.

If you want access to a page in NetSuite you don't have permission to view, speak to your account administrator about assigning you a new role, customizing your existing role, or enabling features in your company's NetSuite account.

Related Topics

General Notices