Point-and-Click Customization
Customize the NetSuite UI and business logic through point-and-click options in the UI.
Customization
Customization lets you adapt NetSuite to meet your company's business process with a point-and-click interface. For information about Customization, see Customization Overview.
You can create the following:
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Custom fields and forms to enter information in NetSuite. See Custom Fields and Custom Forms.
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Custom record types to create records specific to the needs of your business. See Custom Records.
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Custom transaction types for your business needs. See Custom Transactions.
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Custom segments, which are custom classification fields similar to class and department. See Custom Segments.
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Advanced PDF/HTML templates to customize printed and emailed transactions. See Advanced PDF/HTML Templates.
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Scriptable templates to create personalized email marketing campaigns and system email. See Scriptable Templates.
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Dashboards and custom centers to provide each user the pages and links they need to do their jobs. See Dashboards Overview and Custom Centers.
SuiteFlow
Workflows automate custom business processes for NetSuite records, for example, transaction approval, lead nurturing, and record management.
You define workflows for a record type and its stages, or states, as it moves through the business process. In each state, actions specified in the workflow definition are performed before the workflow finishes or transitions to another state. A workflow can move between states, or transition, depending on your business needs. Actions and transitions can have conditions that must be met before they run.
Triggers are events that occur when records are viewed, created, or updated, and they decide when the workflow should do certain tasks. Server and client triggers specify when a workflow should start, when actions should run, or when a record should move to another state. You can also run workflows on a schedule.
For more information, see the following topics:
Copy to Account
Copy to Account is an administrator tool that can copy a custom record (custom object) between your accounts. In NetSuite, you can select a target account, choose dependencies, select record instances, then preview and deploy the custom record. The tool copies one custom object (with dependencies and instances) at a time to any account where you have administrator access.
Copy to Account runs on SuiteCloud Development Framework (SDF) and is available to production, development, and sandbox account types. You can use Copy to Account if the object is supported by SDF and isn't locked, hidden, or part of another SuiteApp. For a list of supported object types, see Customizations Supported by SuiteCloud Development Framework.
For more information, see Copy to Account.
Copy to Account lets administrators distribute a customization between accounts they own. If you want to use code to customize objects and deploy them to an account, or bundle and distribute custom objects to multiple accounts, you can use the following development tools: