Are you able to make a default view so that one so...
# ask-stanley-ai
c
Are you able to make a default view so that one someone goes into a specific record that it's the view they always see. For example when i go to customers I don't want to filter the drop down to a specific view.
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that you cannot directly change the default view of a specific record in NetSuite. However, there are a few workarounds you can consider: 1. Customize View: You can create a new view and set it as the default for specific roles. However, this doesn't seem to work for the native default views. 2. Saved Searches: You can create a saved search and make it available as a list view. This can be set as public so others can use it. However, this doesn't seem to change the default view. 3. Customer Dashboard: You can set the customer's dashboard as the default screen on the record. This is a set preference and each user needs to do it. Once it's done, it's good to go. You can set this globally on each role. Navigate to: Setup > Users/Roles > Manage Roles. Click edit next to the role and navigate to: Preferences subtab. You need to set "Set Customer Dashboard As Default View On Customer Record" as checked. 4. Custom Action: You can create a new custom action on your customer form, and then hide the existing "view all transactions" action. However, this would require some scripting. Remember, these are workarounds and may not fully meet your requirements. ****** 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: 0.835266
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829345763
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826904297
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