NetSuite Tip of the Month: Setting up NetSuite reminders

NetSuite Reminders enable users to personalize alerts for important data, deadlines, and tasks, helping them stay proactive and organized. These reminders are fully customizable and appear directly on each user’s dashboard, offering an at-a-glance view of critical items that require attention. Even better, each reminder is interactive, clicking on it takes users straight to the relevant NetSuite page, making it quick and seamless to review details, drill into reports, or take immediate action. This simple yet powerful feature turns your NetSuite dashboard into a dynamic command center tailored to each user’s daily workflow. In this tip of the month we break down how to set up NetSuite reminders and why you should use them to optimize your task management in NetSuite.

Steps:

1. Login to NetSuite and navigate to your Dashboard.
2. Select ‘Personalize’ to add new portlets to your Dashboard.
3. Locate and select the Reminders portlet.

4. Proceed with setting up your Reminders portlet by hovering your mouse over the vertical three dots in the upper corner of the portlet.
5. Select Set Up to configure the portlet.

6. Click Reminders and select the reminders you wish to add from the list on the left hand side.
7. Check the ‘Show Reminders with Zero Results’ to display reminders in your portlet even if there are zero active reminders.
8. Save your selections.

9. Your selected Reminders now appear in the portlet.
10. Select the pencil icon to customize the recently added Reminders.

11. Adding Rules allows you to color code the reminder based on the Reminder’s results.

NOTE: You can turn Saved Searches into reminders by selecting the ‘Available for Reminders’ checkbox when customizing a saved search.

Some benefits of using NetSuite’s Reminders include:

• Automated tracking and notifications for critical events and tasks
• Enhanced collaboration
• Centralize scheduling and other NetSuite functions
• Helps prevent late and/or forgotten tasks

Setting up reminders in NetSuite isn’t just about checking boxes off a to-do list, it’s about transforming how users engage with the system. Well-crafted reminders help teams stay focused on high-priority tasks, reduce manual tracking, and ensure nothing falls through the cracks. Ultimately, this leads to greater productivity, timely follow-ups, and more strategic decision-making across your organization. By investing a few minutes to set up effective reminders, you create a smarter, more responsive workspace that keeps your team aligned and your business moving forward.

For more tips to boost your NetSuite utilization check back next month for our next NetSuite tip of the month. Or contact our team today to schedule a support assessment, our NetSuite experts can help your team maximize your software investment to get the most out of your NetSuite application.