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5 Steps for Using Drag and Drop Capabilities in NetSuite
There are many instances where having the ability to simply drag and drop a file onto a record or transaction can be of great benefit. For example, let’s say there is a business that requires a signed customer agreement for every new customer. Every time they receive a signed agreement, the company will have to save a file on their server, browse to locate the corresponding customer file, and re-save the file within that customer file. In a case such as this, it would be a huge time saver if they had the ability to simply drag and drop that file onto the customer record. In this blog, we’ll show you how you can set up drag and drop capabilities for your NetSuite records. Step 1: Install the Bundle File Drag and Drop is available as a SuiteApp and can be located by following these steps: Navigate to Customization > […]
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