Open customer record and select the financial tab ...
# ask-stanley-ai
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Open customer record and select the financial tab by default via url
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AI generated answer (using internal Slack threads):
To open a customer record and select the financial tab by default via URL, you can't do it directly. NetSuite does not provide a way to specify a default subtab in the URL. However, you can customize the form used to display the customer record and rearrange the subtabs so that the Financial tab is the first one. This way, when you open a customer record, the Financial tab will be selected by default. Here are the steps to customize the form: 1. Open a customer record in edit mode. 2. Hover over the 'Customize' button in the top right corner and click 'Customize Form'. 3. In the 'Subtabs' section, rearrange the subtabs so that the 'Financial' tab is the first one. 4. Save the form. Please note that you need to have the necessary permissions to customize forms. If you don't see the 'Customize' button, make sure you are in an admin role or a role that has the necessary permissions. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818725586
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818237305
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805175662
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