Enable General Company Data Management Features

Enable the following features on the Company subtab of the Enable Features page at Setup > Company > Enable Features.

Feature	Description
Inline Editing	Edit records directly from their corresponding lists and from search results. Note: When this feature is enabled, inline editing is available by default for all search results in dashboard portlets. However, each Custom Search portlet has an Allow Inline Editing setup option that you can use to enable or disable inline editing for specific portlets. For more information, see Displaying Saved Search Results in Dashboard Portlets.
File Cabinet	Enable the ability to upload or link to documents and images, and then associate them with records your customers, vendors, and employees can view.
Enhanced File Security	Check this box to have expense file attachments automatically submit to a dedicated employee expenses folder, predefined by the system. If you're an Administrator, you can see the folders contents, but employees can't access them from the File Cabinet. Employees access their attachments from the expense report record instead.
Duplicate Detection & Merge	With this feature, NetSuite compares customer and contact records and notifies you of possible duplicates.
Related SuiteApps Box Document Management	Click this link to install the Box.NET SuiteApp. This SuiteApp enables you to upload documents to your Box.NET account and associate those documents with your NetSuite account. To install the SuiteApp, you must first have a Box.NET account. Note: This SuiteApp is maintained and supported directly by Box.

Feature

Description

Inline Editing

Edit records directly from their corresponding lists and from search results.

Note:

When this feature is enabled, inline editing is available by default for all search results in dashboard portlets. However, each Custom Search portlet has an Allow Inline Editing setup option that you can use to enable or disable inline editing for specific portlets. For more information, see Displaying Saved Search Results in Dashboard Portlets.

File Cabinet

Enable the ability to upload or link to documents and images, and then associate them with records your customers, vendors, and employees can view.

Enhanced File Security

Check this box to have expense file attachments automatically submit to a dedicated employee expenses folder, predefined by the system.

If you're an Administrator, you can see the folders contents, but employees can't access them from the File Cabinet. Employees access their attachments from the expense report record instead.

Duplicate Detection & Merge

With this feature, NetSuite compares customer and contact records and notifies you of possible duplicates.

Related SuiteApps

Box Document Management

Click this link to install the Box.NET SuiteApp. This SuiteApp enables you to upload documents to your Box.NET account and associate those documents with your NetSuite account. To install the SuiteApp, you must first have a Box.NET account.

Note:

This SuiteApp is maintained and supported directly by Box.

Related Topics