Watch this video or follow the steps below.


Step 1:  Click ‘SEARCH NETSUITE’

Step 2:  Choose the record type you want to configure, I will choose Customer. Type the company name/customer name or email and hit enter. 

Step 3:  Click on the record to view it. 

Step 5: Choose which fields you want displayed for customer records.  Once you are all set with configuration hit the back button.  

Step 6: Going forward whenever you view a customer record those fields you configured will display.  You can always go back and add/remove fields anytime.

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