This installment of our NetSuite Tutorial will teach you how to use the recent records portlet in NetSuite.
Welcome to NetSuite. In this video, we will be covering the recent records portlet.
This is a standard portlet found on the home dashboard. The recent records portlet shows records in NetSuite that have been recently accessed. This portlet may be in another location depending on how your dashboard has been configured.
There are 12 records shown in sequence with the most recently accessed on the top. The icons on the left designate the type of record for each entry. To navigate to a recently viewed record, click the title of one of the records in the portlet here.
To demonstrate how the recent records portlet works we will navigate to a customer record. The name of this customer is, "Academy Avenue Liquor Store." We will now navigate back to the home dashboard using the home button in the upper left.
At the top of the recent records portlet is the name of the customer we have just viewed. In addition to this, recent records can be accessed from any page by hovering over the recent records icon in the upper left. This shows up to 12 recent records. To view, a complete list click ALL RECENT RECORDS. This brings you to a full list of all recent records.
This concludes our video on the recent records portlet. Thanks for watching.