ANS-0597 · CUSTOM FIELDS, RECORDS & FORMS
How to Rename Transactions and Manage Links in NetSuite Customer Center?
Learn how NetSuite administrators can modify transaction display names and manage link visibility within the Customer Center.
Short answer
NetSuite administrators can rename transactions globally using the 'Rename Records/Transactions' feature. While adding custom links via Suitelets for customer users in the Customer Center is not viable, existing links can be managed by adjusting user permissions.
Scenario
Organizations utilizing the NetSuite Customer Center may require the ability to customize transaction display names or integrate custom links. Understanding the specific capabilities and limitations of the Customer Center is crucial for implementing these modifications effectively.
Solution
Administrators can address the customization of transaction names and link management within the NetSuite Customer Center by following these guidelines:
Renaming Transactions:
NetSuite offers a dedicated 'Rename Records/Transactions' feature for global modifications. This allows administrators to change the display names of various records and transactions across the system, including those visible in the Customer Center. This feature is located under Setup > Company > Rename Records/Transactions.
Adding Custom Links:
The NetSuite Customer Center has significant limitations regarding custom content. Deploying custom Suitelets to introduce new links directly for customer users within the Customer Center is not a supported or viable solution. Customization options for customer-facing portals are generally restricted.
Removing Existing Links:
To control the visibility of existing links within the Customer Center, administrators can adjust the permissions associated with Customer Center roles. Removing specific permissions will prevent users from seeing the corresponding links.
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