Table of Contents

NetSuite shortcuts

Updated

NetSuite allows you to create shortcuts from your dashboard to anywhere in NetSuite.

Shortcuts can be accessed using the star icon in the top-left corner of the window or from your dashboard:

Create a shortcut

  1. Navigate to the page you want to create a shortcut to
  2. Hover over the More button in the top-right section of the window
  3. Click Add To Shortcuts

Display shortcuts on the dashboard

  1. Navigate to your dashboard
  2. Click on Personalize in the top-right section of the window
  3. Scroll to the right in the Standard Content section and click and drag the Shortcuts icon to where you want it on your dashboard

You will see any shortcuts that you have already setup

Create an external shortcut

You can create a shortcut to an external webpage (e.g. the wiki).

  1. Hover over the menu icon (three vertical dots) next to the shortcuts section of your dashboard
  2. Click Set Up
  3. Enter the shortcut name
  4. Enter the shortcut URL (webpage address). E.g. https://wiki.bigelow.org/netsuite
  5. For external links, check the "OPEN IN NEW WINDOW" box
  6. Click save

Rearrange and edit shortcuts

  1. Hover over the menu icon (three vertical dots) next to the shortcuts section of your dashboard
  2. Click Set Up
  3. You can reorder the links by clicking on the shortcut and then dragging it to a new position
  4. You can edit the shortcuts using the text boxes in the table view
  5. Click save

Still need help? Submit a ticket.

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