rename records/transactions Archives - FMT

One of the most important features in a CRM or ERP software service is to be able to make customizations with ease. In this article, we will go over renaming records in NetSuite, to change the names of your records and transactions from NetSuite's default names to names that fit the terminology of your company. The ability to customize fields, centers, tabs, and records in NetSuite allows any company to make their NetSuite environment custom-tailored to meet their business needs.  Specifically speaking, one of the first action items a company steps through during their NetSuite implementation is reviewing the default terminology used in NetSuite (Setup > Company > Rename Records/Transactions) For example, service companies may consider their “customers” as “clients.”  By simply adjusting the record name on this setup page, NetSuite will adjust all non-customized records, transactions, and page names accordingly.  Using your company’s terminology in NetSuite can facilitate the […]