Setting Up Reminders
You can set up reminders for important data or tasks in NetSuite. Reminders appear in the Reminders portlet on dashboards. When you click a reminder in the portlet, you go to a page with more details where you can take action as necessary.
For example, Wolfe Electronics has set up a reminder to receive orders. When there are orders to be received, a reminder appears in the Reminders portlet. A user clicks the reminder and goes to the Receive Orders page.
To add a Reminders portlet:
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If you do not see any Reminders portlet on your dashboard, click Personalize in the upper right corner of your dashboard. You can also use Personalize Dashboard in the Settings portlet.
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On the Standard Content tab of the Personalize Dashboard palette, click the Reminders icon or drag it onto the dashboard.
To set up the Reminders portlet:
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In the Reminders portlet’s menu, click Set Up.
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Click a reminder in the left list or drag it to the Current Selections list on the right.
The reminders are arranged alphabetically. Custom reminders are marked with
.The available system-defined reminders depend on your role and the features enabled in your account. For a list of the reminders NetSuite offers, see System-Defined Reminders Table . Custom reminders are available when saved searches to which you have access are marked as available for reminders. For information, see Creating Custom Reminders.
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You can change the order in which reminders appear in the Reminders portlet by dragging them up or down in the list.
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If you want a reminder to be used as a headline reminder, drag it under the Headline.
Headline reminders are displayed in the upper part of the portlet and use a more prominent layout.
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If you want the reminders to be shown even when there are no results to display, select Show reminders with zero results.
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When ready, click Save.
A count and a link is displayed for each reminder that has matching results. Click Reminder to display the related task or search results.
Note:To see continually updated results for reminders, refresh the portlet periodically.
You can apply highlighting rules to any of your reminders. Each highlighting rule adds a color indicator to the reminder whenever the specified threshold is reached.
To set up highlighting rules:
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In the Reminders portlet, point to a reminder you want to edit and click the edit icon
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To add a highlighting rule, click Add Rule, choose the color to use, and specify the threshold.
You can specify as many rules as you need.
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Click Save to apply the highlighting rules.
Reminder alerts
The Reminders portlet indicates if a specific Saved Search (both Standard or Custom Reminders) is interrupted for any reason by a yellow triangle icon.
All other saved searches that finish successfully show a reminder count as expected. If you point to the icon, it shows a hint according to your role, permissions, and saved search ownership.
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For Administrators, the message for errors for standard reminders appears as Unable to load. Please contact Support.
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For non-Administrators, a message of Unable to load. Please contact your Administrator will appear.
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For Administrators who are also owners, the message of Unable to load. Please modify your search will appear.
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For Administrators who are not owners, the message of Unable to load. Please contact the owner or create a new reminder will appear.
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For non-Administrators who are owners, the message of Unable to load. Please modify your search will appear.
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For non-Administrators who are owners and can perform search, the message View: Unable to load. Please change to a role with sufficient permissions and modify your search will appear.
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For non-Administrators who are not owners but can perform Search, the message Full: Unable to load. Please contact the owner or create a new reminder will appear.
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For non-Administrators who are not owners and cannot perform search, the message View: Unable to load. Please contact your Administrator will appear.