ANS-0590 · CUSTOM FIELDS, RECORDS & FORMS
How to Customize or Disable NetSuite QuickView Pop-ups
Manage the content displayed in NetSuite QuickView pop-ups and learn how to disable them for individual users or specific record types.
Short answer
NetSuite QuickView pop-ups can be customized via Setup > Customization > Transaction Forms > QuickView (tab). To disable them, individual users can adjust 'Personal settings > Display options'. Administrators can manage account-level settings for specific record types under 'Administration > Global Settings > Account > Optional Features'.
Scenario
Users often encounter QuickView pop-ups when hovering over record links within NetSuite transaction forms. While these pop-ups provide quick access to record details, some users or administrators may wish to modify their content or disable them entirely to streamline their workflow and reduce visual clutter.
Solution
To customize the content of QuickView pop-ups on transaction forms:Navigate to Setup > Customization > Transaction Forms.Select the desired transaction form to edit.Go to the QuickView tab. Here, administrators can configure which fields appear in the pop-up when users hover over a record link associated with this form.
To disable QuickView pop-ups for an individual user:Users can access their personal settings by clicking on the User Menu (typically their name or icon in the top right corner).Select Personal settings.Go to Display options.Locate the QuickView setting and uncheck or disable it as desired.
To enable or disable QuickView pop-ups for specific record types at an account level (Administrator role required):Navigate to Administration > Global Settings > Account > Optional Features.Review the list of optional features to find settings related to QuickViews or similar hover functionalities for various record types.Adjust the settings as needed to enable or disable QuickViews for specific record types across the account.
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