Embedded Files
You can use StickyNotes to add short messages to NetSuite records for you or others to see. They can also be used to quickly send an email to someone else about a NetSuite record, including a link to the record for easy access.
Sticky Notes can be found on most individual NetSuite records - so contacts, clients, opportunities, etc. but not on reports or saved searches.
The Sticky Notes icons are always at the top right of the record - to the right of the action buttons.
Creating a StickyNote
Creating a StickyNote
Click on the red, yellow, or green note to create a StickyNote. The different colors are for High, Medium, and Low priority. It's up to you how you want to use the priority levels.
On the StickyNote:
To field: If you enter someone's name, they will receive an email with your note. They will also be able to see your note even if you have it set to private.
Public checkbox: If you check this box, everyone will be able to see the note if they go to the record. If you leave it blank, only you and the people you've addressed the note to will be able to see it.
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