Saw this piece of customisation (Lifetime View) which I think is part of one of NetSuite's NFP bundles. Any idea how this has been created? I can imagine a saved search is summing the yearly values, but how is the customer sourced dynamically upon viewing the customer record, and how does it display so nicely like that? Thanks

Custom Inline HTML field, user event script sets the value of that field in before load with html to build the table. I just tried it and copied the HTML from the Summary box on an invoice and hard-coded that value into the inline html field so it's using the same CSS classes as the native summary box...which means it will follow the users's selected theme.

Thank you so much for this detailed response