how to show results of specific customer on custo...
# ask-stanley-ai
t
how to show results of specific customer on customer dashboard custom search when the saved search consists of transactions based on custom record (custom transaction)
c
AI generated answer (using internal Slack threads):
To show results of a specific customer on a customer dashboard custom search when the saved search consists of transactions based on a custom record (custom transaction), you can follow these steps: 1. Create a saved search from your custom record. This search should include all the necessary fields that you want to display on the customer dashboard. 2. Add an available filter to your saved search that allows you to select the customer. This filter will ensure that only transactions related to the selected customer are displayed. 3. If your account has the necessary features, you might want to add a filter named "Main Line Name". This filter will further refine the search results to only include main line transactions. 4. Display the saved search on a custom subtab on the customer record. Any transactions related to that customer will then appear on this subtab. Please note that the ability to export the results of this custom sublist to Excel or PDF is not a standard feature of NetSuite. However, the results can be exported using other methods such as SuiteScript, SuiteFlow, or SuiteTalk API. ****** 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: 0.838263571
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835990727
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829829752
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