This installment of our NetSuite Tutorial will teach you how to use shortcuts in NetSuite.
Welcome to NetSuite. In this video we will cover how to add shortcuts to the shortcuts portlet on the home dashboard.
The shortcuts portlet contains a list of shortcuts set up by default for your role. New shortcuts can be added by hovering over the shortcuts portlet header, then hovering over the menu icon, and then clicking the new shortcut link. This will allow the user to add a shortcut to any link chosen.
We will add a link to a company record. To do this we will need to get the url from that record. first exit the add shortcut window by pressing cancel. Navigate to the customer list and click view on the record you want to add to the portlet. This can be any type of record. Copy the url as it appears in the web browser's address bar. Navigate back to the home page by pressing the home icon in the upper left. Hover over the shortcuts header and select the new shortcut link. In the name field type the name as you want it to appear in your shortcuts portlet. In the url field paste the link.
If you want the shortcuts portlet link to open in a new window check the box titled open in new window; press save. You will now notice that the link is at the end of the list of shortcuts. To change the order of the shortcuts portlet hover over the header and press setup. This shows a list of all shortcuts currently in the portlet. Scroll to the bottom of the list to find your new link click the shortcut you want to move. This will change the cursor and allow you to drag and drop the highlighted portlet. Once the shortcut is where you want it, press the save button. The shortcuts have now been reordered.
This concludes our video thanks for watching.