Disseminating Reference Information in NetSuite for Internal Users

 

Companies are always looking for ways to disseminate information through the company. In large measure that is what NetSuite is all about, ‘information’, such as transactions and customers information. But what about general reference information like company procedures, sales tools and HR information? Where can it be placed it in your NetSuite account where users can easily find and reference it. Adding a custom tab to your NetSuite account is a great way to put together information for internal users. In the following example we will add a custom tab with a few different types of content. After showing how to add a few different types of information we will give examples of what else can be placed into these tabs.

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To create your custom tab:

  1. Navigate to Lists > Website > Tabs > New
  2. Give your tab a label and un-check the display in website box on the right hand side of the form. There are other options for customization but the default will be best unless you have more specific needs
  3. Specify the audience to determine who is able to see your custom tab, in our case we will choose “All Employees”. This will not be visible on the ecommerce store.
  4. Save

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Your new tab will now display along the top level navigation bar in NetSuite. We can now start adding information to this tab. In our example we will add the Employee Directory, a page with text for reference information, and a downloadable document.

To add the employee directory to your custom tab:

  1. Navigate to Lists > Website > Employee Directory
  2. Click edit on the employee directory you wish to add
  3. Edit the “Subcategory of” field to reference your custom tab
  4. Save

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In next example we are going to add a down loadable document containing the companies holiday schedule. To add a downloadable document to the custom tab:

  1. Navigate to Lists > Website > Information Items > New
  2. Choose the item type you want, in our case formatted text
  3. Give the item a name to be displayed in your tab, and un-check the display in website box.
  4. Add appropriate html with a link to a document contained in the file cabinet (accessed by Documents > Files > File Cabinet) URL string to link to the document will look like: <a href=”URL”>document title</a>
    a. Where URL is the url found on the file record in file cabinet and document title is the link name or title you want to display instead of the long cryptic URL.
  5. At the bottom of the page select site category, which is the name of your custom tab
  6. Save

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The next example we are going to create an emergency contact list. To add a simple page of information to your custom tab:

  1. Navigate to Lists > Website > Information Items > New
  2. Choose the item type you want, in our case formatted text
  3. Give the item a name to be displayed on your tab, and un-check the display in website box
  4. Give the item any text that you wish to include in the description boxes below
  5. At the bottom of the page select site category, which is the name of your custom tab
  6. Save

These are very simple examples that most NetSuite users can create without much effort. Customers who have lots of information can get much more complex. Users have the option of creating a drill down list of categories and sub categories to make it easier to information.

In addition to the examples above the following types of content can be added relatively easily: