The StickyNotes SuiteApp lets you create and track notes on record pages. This feature fosters improved collaboration in team environments by enabling shared notes and responses. Notes can be made public to anyone with access to the record page, can be shared with only specific people or can be private for personal use. When dealing with multiple notes at a time, you can manage them on a board where you can sort, filter, archive, delete, reply or search while alternating between grid and sort views. Some common use cases for StickyNotes include:
To use StickyNotes, an administrator must first install the SuiteApp and configure it in your NetSuite account.
The StickyNotes toolbar appears at the top of a record page when it has been enabled on that record. From the toolbar you can add a note, set preferences and open the StickyNotes Board. If there are existing notes on a record, you can also filter them based on priority by clicking on the priority colors on the toolbar.
Adding a New Note
The StickyNotes Board
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The StickyNotes Board is a central location where you can view and manage all of your notes. The Board can be accessed from the StickyNotes toolbar on a record page. Alternatively, you can type “StickyNotes Board” into global search. Some highlights of the StickyNotes Board include the ability to:
For more information about StickyNotes, visit SuiteAnswers in your NetSuite account and search “Using StickyNotes.”