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How to Create & Customize a Reminder in NetSuite

Written by: Gam Tran

Every day, you have a lot on your plate, and it's easy to overlook important tasks amidst the daily hustle. But fear not! In this blog post, I will guide you through the process of creating and customizing a reminder in NetSuite, a powerful solution that will help you stay on top of your to-do list and ensure nothing falls through the cracks.




Step 1: Accessing the Reminder Feature

To begin, log in to your NetSuite account and navigate to the Home screen. Look for the "Reminders" section under the Personable tab. Click on the three dots in the top right corner of the Reminder section and select "Set Up."

Step 2: Selecting the Desired Reminders

On the Set Up page, you will find a list of available reminders based on


your role and the features enabled in your NetSuite instance. Take some time to review the options, which are listed alphabetically. You can also sort the list by reminder type or use the search box to find specific reminder


s. Once you have identified the tasks that you want to be reminded of, simply select them.




Step 3: Customizing Reminder Settings

NetSuite allows you to customize your reminder settings according to your preferences.


Step 4: Saving Your Reminder Settings

Once you have finished selecting and customizing your reminders, click on the "Save" button to save your changes. NetSuite will now remind you of these tasks based on the settings you have specified.

By utilizing the reminder feature in NetSuite, you can ensure that important tasks and deadlines are never overlooked. This powerful tool acts as your personal assistant, keeping you organized and on track with your responsibilities.

Remember, NetSuite is designed to streamline your business operations and enhance productivity. By taking advantage of its features, such as reminders, you can maximize your efficiency and focus on driving your business forward. Conclusion

Creating and customizing reminders in NetSuite is a simple yet effective way to stay organized and prioritize your tasks. By leveraging this feature, you can be confident that you won't miss any critical deadlines or forget essential responsibilities.

So why wait? Log in to your NetSuite account today and start customizing your reminders to experience the benefits of enhanced productivity and peace of mind.

If you have any questions or need further assistance, feel free to reach out to our dedicated team of NetSuite experts at Etter & Ramli. We are here to help you achieve success with NetSuite.

Etter+Ramli as the Trusted, Independent Managed Services Provider for NetSuite

Using NetSuite Managed Services could be your growing company's best strategic move. NetSuite Managed Services offers a comprehensive solution, granting companies access to a team of experienced NetSuite administrators and consultants to manage their NetSuite ERP. Typically, this service is more affordable than hiring in-house staff. When you use managed services, your systems are always up-to-date. In the world of IT, systems are consistently upgraded and patched and come with a slew of security protocols. It is a lot to handle, but your teams can handle this when implementing managed services.

The goal is to ensure your NetSuite instance supports your business’ growth.

For over 20 years, Etter+Ramli has helped several companies optimize their NetSuite software solution. With a 95% customer satisfaction rate, Etter+Ramli can provide your company with world-class support, Certified NetSuite experts, and a value-based pricing structure.

Etter+Ramli As Your Extended NetSuite Team

Etter+Ramli is an Independent Managed Success Provider for NetSuite clients. We are NOT partnered with Oracle NetSuite and do not take commissions. We bring our knowledge, expertise, and passion for success to our clients. We help clients Buy, Deploy, Grow, and Abandon NetSuite. We engage as a client-side managed service to ensure our priorities align with our clients.

To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton or visit our website for a free consultation today.

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