Summary
In this chapter, I hope I’ve taught you more about customizing your clients’ NetSuite accounts using forms, records, fields, and more. Forms hold the set of fields, lists, subtabs, and sublists together, in the arrangement that works best for the users. Custom record types are added to the list of records NetSuite ships with, allowing us to store new types of data specific to the business using each account. Fields give us a place to store additional data on the native and custom records in the system, in a wide range of formats. Your job is to add these things to each client’s account in just the right measure to allow them to run their business effectively and efficiently.
Always keep in mind that your goal is to make NetSuite as simple to use for the users as you possibly can, while still meeting all their data and business requirements. We use the form design tools and Centers and Dashboards features to streamline the day-to-day operations of all...
