Viewing a Record in NetSuite for Mobile

To view a record:

1. To access the list of available record types:

   • For iOS, on the Tab bar, tap Records.

   • For Android, tap the Navigation Menu icon , and then tap Records.

2. (Optional) To access a list of recently opened records, tap Recents.

3. From the list, tap the record type you want to access.

4. (Optional) You can apply filters and set view options for the list.

   • For iOS, see the following instructions.

   1. From the record list, tap View at the top of the list.

   2. Configure the view options and set filters you want to use.

   3. To apply your changes, tap Done.

   • For Android, see the following instructions.

   1. Tap the More icon , and then tap Customize List.

   2. On the Customize List screen, you can set custom settings and filters for your list.

      Note:

      The available options depend on the record type and your other customizations.

   3. To save your customizations, tap the Back icon . Your customizations apply automatically.

5. From the list, tap the record you want to view.

6. The record opens in summary view.

7. A predefined selection of Record sublists are displayed below the summary view. Tap the Record Menu icon to reveal additional sublists. See NetSuite for Mobile Sublist Management.

Additional Information

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