Transaction System Information and Communication Subtabs

The following subtabs can be used to track tasks and information or send messages associated with transactions you enter in NetSuite:

• System Information subtab

  Note:

  The following information applies to System Notes only. For information about System Notes v2, see System Notes v2 Overview.

  On the System Information subtab, you can find system notes which track the date and time of each update to the transaction. System notes also track each user who made changes to the transaction. For more information, see Viewing Transaction System Notes.

  If you use the SuiteFlow feature, you can also see the Active Workflows and Workflow History subtabs. For more information, see Viewing Workflow Activity.

  You can access the System Information subtab only for a transaction type you have access to.

• Communication subtab

  Use the Communication subtab to create and send messages to your customer. You can add the message as an HTML or PDF attachment or embed the transaction within the body of the message.

  The Communication subtab tracks all related email and faxes sent and received.

  When creating some transactions, you can create and add tasks, events and phone calls associated with the transaction from the Communication subtab. After you save the transaction, this information is combined on an Activities subtab. This enables you to track meetings and conference calls you schedule in the process of finalizing a sale.

To use transaction subtabs, go to the Transactions tab and click the type of transaction you want to use. On the transaction form, click the System Information or Communication subtab. Not all transaction records have a System Information or Communication subtab.

Notes:

• The System Information subtab is available on most transaction records. However, some records available from the Transactions menu are not classified by the system as transactions and do not provide the System Information subtab, including Amortization Schedules, Budgets, Commissions, Partner Commissions, Paychecks, and Quotas.

• The Communication subtab is not included on all transaction records.

Related Topics

• Reviewing Transaction History
• Granting User Access to Transaction History
• Viewing Transaction System Notes
• Using the Transaction Audit Trail
• Tracking Financial Account Changes
• Line-Level Audit Trail for Transactions
• Transaction Line-Level History Window

General Notices