Kolleno Solutions
Kolleno Payments
🚨 Do you need to set up dashboard reminders for subscriptions pending activation in NetSuite? 🚨
This tutorial will guide you through adding a reminder for subscriptions pending activation to your NetSuite dashboard, keeping you on top of upcoming renewals.
Step-by-Step Guide 📋
1. Navigate to the Dashboard 🖥️
- Go to your Dashboard and locate the Reminders Portlet.
2. Open Reminder Setup ⚙️
- Click on the Menu in the Reminders Portlet.
- Select Setup to access the reminder configuration options.
3. Select the Saved Search 📋
- In the setup window, search for Subscriptions Pending Activation.
- This is a custom saved search provided by the SuiteApp.
4. Save the Reminder 💾
- Once you’ve selected the saved search, click Save to apply the reminder.
5. Review on Dashboard 📊
- Return to your dashboard, and you will now see the Subscriptions Pending Activation reminder.
- The reminder will display information from the saved search, such as upcoming renewals and related details.
6. Key Notes 📝
- Helps you stay updated on subscription renewals and pending activations.
- Ensures important subscription events and deadlines are not missed.
Congratulations! 🎊 You’ve successfully set up a dashboard reminder for subscriptions pending activation in NetSuite. 🌟🎉
If you found this tutorial helpful, please subscribe to this channel for more tips and tutorials. Visit www.KOLLENO.com for more tools to enhance your accounting processes! 🎥
