Install Pre-Built Board
Install Pre-Built Board
Embedded Files
You need to be logged in as Administrator if you want to install PreBuilt Boards from SuiteCorner
In your dashboard you add a the custom portlet: SC Import Export Manager (see above image)
Please note that there are different PreRequisites for each Pre Built Bord. Please visit
https://crmboards.suitecorner.se/pre-built-boards and check out necessary settings for each board you plan to install.
When you are ready for installation: Mark one or several boards and click Install
Your NetSuite Solution Provider might provide you with a reference key if they have other Pre Built Board configurations that they provide. If you enter a valid reference key the system will search for other Pre Built Board configurations that they provide.
To make these new Boards available in your account you need to set Audience in each installed Board.
Open the board you just installed in edit mode
Go to tab Audience and set the roles that you would like to be able to use the board
Now when the board is installed and you have added audience you can add the board on your dashboard to test it
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