Posts

Showing posts with the label #notetype

How to use note type to tag notes on Netsuite Record?

Image
Hi All, In this post we are going discuss about Note Type CRM List. Under communication, we usually see a Tab User Notes which contains Note record. This note record is used to attach a note to particular record.  To differentiate between different type of notes Netsuite uses Note Type. There are multiple CRM list , Note Type is one of them. Please refer image below: This type defines a list of values that are used by the note record to set the type of note. To create/access CRM List, go to Setup > Sales > Setup Tasks > CRM Lists > New > Note Type. The internal ID for this record is notetype . Screenshot of Sales Order's Communication Tab: User Notes Tab on Sales Order When click on New Note , New Note record will be open Note Record  If you want to see detail about Type, click on label and you will see description: Note Type Description The note type record is fully scriptable, which means that it can be created, updated...