Adam Weaver
10/11/2024, 5:35 PMCeligo AI
10/11/2024, 5:36 PMAI generated answer (using internal Slack threads):To add all customers to a saved search in NetSuite, you would need to create a new Customer Saved Search. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer from the list of record types. 3. In the Criteria subtab, you don't need to add any specific criteria if you want to include all customers. If you want to filter the customers, you can add the necessary criteria here. 4. In the Results subtab, select the fields you want to display in the search results. For example, you might want to include fields like Customer Name, Email, Phone Number, etc. 5. Click Save & Run to save the search and view the results. Remember, you can always go back and edit the search criteria or results fields later if you need to adjust what data is being pulled in the search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/11/2024, 5:36 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822882295
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820238948
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818361
Celigo AI
10/11/2024, 5:36 PM