Not logged into NetSuite yet want to know what’s happening around?
Too busy with work, yet want to know what’s happening with your company?
Don’t worry, NetSuite has a solution for that too.
NetSuite Email Alerts help you to stay informed throughout the day by emailing the contents of the portlets on your home dashboard. Yes, that’s exactly what I said. Email your dashboard contents to you.
Here, let me show you how it’s done.
These alerts are configured by the end-user in the preferences section of the Homepage Dashboard.
Alerts can be emailed up to 3 times daily.
NetSuite Email Alerts will contain the latest information and are based off of the following Homepage Dashboard portlets:
- Key Performance Indicators
- Standard Report Snapshots
1)All the portlets described here are based on the role and permissions assigned to the end-user.
2) The portlets should be visible and not minimized.
Configuring the Email Alert is simple and easy!
- Check the Include Links in HTML Alerts box to include links to key performance indicators and reminders. Set the following preference in Set Preferences -> Transactions -> Transaction Email Attachment Format Email and select HTML.
Here, let me show you an email sample
Something interesting for you:
If you check ‘SEND AN ON-DEMAND ALERT FROM THIS ROLE, you can send e-mail to firstname.lastname@example.org or reply to an alert e-mail and NetSuite e-mails the contents of your dashboard to your login e-mail address.
Give it a try and let me know if you have any doubts in that.