How do I create a saved search for customers on cr...
# ask-stanley-ai
a
How do I create a saved search for customers on credit hold and when they went on credit hold?
c
AI generated answer (using internal Slack threads):
To create a saved search for customers on credit hold and when they went on credit hold, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Customer from the list. 3. In the Criteria subtab, add a new criterion: - Field: On Credit Hold - Operator: is - Value: True 4. In the Results subtab, add the fields you want to display in your search results. For example, you might want to include: - Field: Company Name - Field: Credit Limit - Field: Balance - Field: Date Created (This might give you an idea of when they went on credit hold, but it's not exact. NetSuite doesn't natively track the exact date a customer went on credit hold.) Remember, the 'On Credit Hold' field returns whether or not the customer is on a credit hold either by exceeding their credit limit, or by changing the Hold Field to On/Off. ****** 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: 0.875572085
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.856616557
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844703496
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