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Is there a global setting to indicate that emails should include a PDF attachment as the default for including transactions, or is it only in the User Preferences?

That's what I thought, just making sure I wasn't missing something absentmindedly. Thanks!

Also just found this <https://netsuite.custhelp.com/app/answers/detail/a_id/69986/>

So basically can be set at User, Customer, or Transaction level only.

I normally default a few preferences on all the roles

in the past i've definitely just done this as part of an onboarding process w/ new users - i suggested that to the client and that's what they're going to do, i think

other stuff in prefs they should be looking at and considering anyway, and just good training to know what can be changed in there

when creating the role you can define the default preferences.

User can still override it - but at least you don't have to tell every user to go set them.

man - i forgot about this but also never really considered setting it here - this is good stuff, thanks <@UER9Q3SGM>

Drop down search uses key words, this setting... there's also another I normally set...

but there's another that I almost always set for them that I just *can't* remember.

maybe show internal IDs, number of Rows in list segments / maximum entries in dropdowns

i also tend to prefer show list when only one result

Show list is a personal preference - internal IDs is a personal preference.

Rows in list segments/maximum entries in drop downs I use the general preferences page to default and then let users override if they want.

I prefer users untick “Show list when one result”

i'm not really sure why but i've just never liked it