Setting General List and System Notes Preferences

Users with the Administrator role can set up general list and system notes preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
Delay Loading of Sublists	Check this box to delay loading subtab information until the user clicks them. Setting this preference can make pages load faster.
Screen Font	By default, the font is Open Sans. Select the default font for text displayed on online pages.
Landing Page	Select a tab created by a custom Suitelet deployment to be the first page users see when they log in. This overrides any user-defined landing page preference for a standard or custom center tab on the Set Preferences page. If neither this preference nor the user landing page preference are set, users see their Home page first. The list of available landing pages includes all deployed Suitelets by their deployment IDs. Suitelets without at least one deployment aren't listed. This preference is for when you want to show an account setup assistant at first login for account setup and configuration.
Number of Rows in List Segments	When users view a long list in NetSuite, it's split into segments. Enter the maximum number of records per segment. For example, if you have 200 customers and you want to show 25 per page, then set the segment size to 25. Users can click Next or Previous to move through the list.
Maximum Entries in Dropdowns	Enter the maximum number of records to show in lists. If a list reaches this limit, it will open in a popup list. The highest number you can enter is 500. If you want to see lists in popup lists every time, set the maximum to zero. If you want them to stay as lists, set it to 500. Note: The Case/Task/Event field for time transactions is a list only if the total number of company-wide case, task, and event records is under 5000 and under your set limit. Roles that can enter time transactions for other employees always see a popup list.
Log System Notes on Update Only	This preference stops NetSuite from logging system notes when records are created. When this preference is set, system notes are generated only when records are updated. Creation notes aren't needed because data is available in the new record. Note: When this preference is set, only essential data about how the record was created is logged in system notes. This preference was added in 2012.2. By default, it's enabled in all accounts from that release or later, and disabled in older accounts. You should enable this option in all accounts to save storage and improve performance. Before you enable this option, review any saved searches that use system notes fields because they may use data from record creation system notes. You can either update the searches or leave this option disabled. For custom transaction body fields, if the Log System Notes on Update Only isn't set and you have View access to a field, the default value of your custom transaction body field shows in system notes fields when you create a transaction search. For more information, see Searching System Notes.
Include System Notes for Non-Field Actions in Analytics Data Source	With this preference, you can include actions that aren't linked to any field into your system notes query results in the analytics data source. When this preference isn't set, actions such as duplicate resolution, emailing reports, acknowledging administrator messages, and account provisioning are excluded from system notes. For more information about system notes in the analytics data source, see Viewing System Notes.
Show Quick Add Row on Lists	Check this box to allow quick add on direct editable lists with only basic information. Users can turn this preference off on individual lists.
Show List When Only One Result	Check this box to show search results as a list even if there's only one record. By default, NetSuite opens the record. Note: When this preference is set, NetSuite doesn't select a single result from the suggestion list automatically.
Default Customer Type	Choose whether new customers are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Default Lead Type	Choose whether new Leads are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Default Vendor Type	Choose whether new vendors are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Default Partner Type	Choose whether new partners are set as individuals or companies by default. For companies, company names are used. For individuals, first and last names are used.
Auto Inactivate Contacts with Customers	When a customer is made inactivate, automatically inactive their contacts.
Show Individuals as Contacts	Check this box to create a contact record for every individual-type customer record.
Hide Attachment Folders	Check this box if you want the default attachment folders to show in the File Cabinet only for administrators. All roles can still access files attached to records. The following folders are affected: Attachments Received Attachments Sent Mail Merge For more information, read Hiding Attachment Folders.
Hide File Cabinet Hierarchical Info	Check this box to turn off the calculation and display of folder sizes in the File Cabinet. Checking this box can improve performance.

Preference

Description

Delay Loading of Sublists

Check this box to delay loading subtab information until the user clicks them. Setting this preference can make pages load faster.

Screen Font

By default, the font is Open Sans. Select the default font for text displayed on online pages.

Landing Page

Select a tab created by a custom Suitelet deployment to be the first page users see when they log in. This overrides any user-defined landing page preference for a standard or custom center tab on the Set Preferences page. If neither this preference nor the user landing page preference are set, users see their Home page first.

The list of available landing pages includes all deployed Suitelets by their deployment IDs. Suitelets without at least one deployment aren't listed.

This preference is for when you want to show an account setup assistant at first login for account setup and configuration.

Number of Rows in List Segments

When users view a long list in NetSuite, it's split into segments. Enter the maximum number of records per segment.

For example, if you have 200 customers and you want to show 25 per page, then set the segment size to 25. Users can click Next or Previous to move through the list.

Maximum Entries in Dropdowns

Enter the maximum number of records to show in lists. If a list reaches this limit, it will open in a popup list. The highest number you can enter is 500.

If you want to see lists in popup lists every time, set the maximum to zero. If you want them to stay as lists, set it to 500.

Note:

The Case/Task/Event field for time transactions is a list only if the total number of company-wide case, task, and event records is under 5000 and under your set limit. Roles that can enter time transactions for other employees always see a popup list.

Log System Notes on Update Only

This preference stops NetSuite from logging system notes when records are created. When this preference is set, system notes are generated only when records are updated. Creation notes aren't needed because data is available in the new record.

Note:

When this preference is set, only essential data about how the record was created is logged in system notes.

This preference was added in 2012.2. By default, it's enabled in all accounts from that release or later, and disabled in older accounts.

You should enable this option in all accounts to save storage and improve performance.

Before you enable this option, review any saved searches that use system notes fields because they may use data from record creation system notes. You can either update the searches or leave this option disabled.

For custom transaction body fields, if the Log System Notes on Update Only isn't set and you have View access to a field, the default value of your custom transaction body field shows in system notes fields when you create a transaction search. For more information, see Searching System Notes.

Include System Notes for Non-Field Actions in Analytics Data Source

With this preference, you can include actions that aren't linked to any field into your system notes query results in the analytics data source.

When this preference isn't set, actions such as duplicate resolution, emailing reports, acknowledging administrator messages, and account provisioning are excluded from system notes.

For more information about system notes in the analytics data source, see Viewing System Notes.

Show Quick Add Row on Lists

Check this box to allow quick add on direct editable lists with only basic information. Users can turn this preference off on individual lists.

Show List When Only One Result

Check this box to show search results as a list even if there's only one record. By default, NetSuite opens the record.

Note:

When this preference is set, NetSuite doesn't select a single result from the suggestion list automatically.

Default Customer Type

Choose whether new customers are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Default Lead Type

Choose whether new Leads are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Default Vendor Type

Choose whether new vendors are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Default Partner Type

Choose whether new partners are set as individuals or companies by default.

For companies, company names are used. For individuals, first and last names are used.

Auto Inactivate Contacts with Customers

When a customer is made inactivate, automatically inactive their contacts.

Show Individuals as Contacts

Check this box to create a contact record for every individual-type customer record.

Hide Attachment Folders

Check this box if you want the default attachment folders to show in the File Cabinet only for administrators. All roles can still access files attached to records.

The following folders are affected:

Attachments Received
Attachments Sent
Mail Merge

For more information, read Hiding Attachment Folders.

Hide File Cabinet Hierarchical Info

Check this box to turn off the calculation and display of folder sizes in the File Cabinet. Checking this box can improve performance.

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