Adding Custom Categories & Links to Standard NetSuite Tabs
NetSuite’s “tab” browsing provides an intuitive organization of data for users. Customers, Transactions, CRM Records, and configuration options are all intuitively grouped within an appropriately named tab, with different groupings for different Roles and Centers.
With the release of NetSuite’s version 2010.2, users can now add their own Categories and Links directly into the standard NetSuite tabs, allowing for a seamless integration of base functionality and custom elements within the same intuitive interface. For example, I may want to give my Sales Team access to a series tools such as links to external resources, saved searches, or other valuable resources. Rather than configuring dashboards, these links can be added directly to the Customers tab in the Sales Center.
Here is what the Customers tab in the Sales Center looks like by default:
Lets create a custom Category called “Sales Resources” on the Customers tab of the Sales Center, just between Customer Service and Other.
First, we need to create the Links that will be provided to the Sales users. For these purposes, we will link to the Hoovers.com Company Search page.
Next, we create the Category within which our links will appear.
Now, when a user logs into a Sales Center role and mouses over the Customers tab, they will see a new Category has been added called Sales Resources. Hovering over the Sales Resources category, the user will have access to the three Links that were configured for this category.