How to create saved search to pull the same custom...
# ask-stanley-ai
n
How to create saved search to pull the same customer IDs?
c
AI generated answer (using internal Slack threads):
To create a saved search to pull the same customer IDs, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type for which you want to create the saved search. In this case, select 'Customer'. 3. In the Criteria subtab, you can set the conditions for the search. If you want to pull the same customer IDs, you can add a filter for 'Internal ID' and set the condition to 'is'. You can add multiple IDs by clicking on the '+' button. 4. In the Results subtab, you can define what information you want to display in the search results. To display the customer IDs, add 'Internal ID' to the list. 5. Click Save & Run to save and execute the search. In the context of the provided conversations, it seems like you are trying to create a saved search that pulls data from multiple records or fields. In such cases, you might need to use joins or summary types (like 'Group') to get the desired results. For example, if you want to pull data from a custom record related to the customer, you can add a join to the custom record in the Results subtab. If there are multiple lines of the same data for each customer, you can use the 'Group' summary type to collapse these lines into one result. If you want to process each customer separately in a script, you can loop through the saved search results and add a condition to skip to the next customer when the current customer's ID changes. Remember, the exact steps and criteria might vary depending on your specific requirements and the structure of your data in NetSuite. ****** 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: 0.839849412
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830036581
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829699099
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