First step is to create the customer search. Second steps is to use a Formula (Text) field to create the link.
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, add required filters.
5. In the Results tab > Columns subtab, add required columns . Use example below:
Field | Summary Type | Formula | Summary Label |
Name | Group |
|
|
Date Created | Maximum |
| Date Created |
Formula (Text) | Group | to_char('<a href=https://' || 'system.netsuite.com/app/common/entity/custjob.nl?id=' ||{internalid}|| '&e=T>Edit</a>')||' | '||to_char('<a href=https://' || 'system.netsuite.com/app/common/entity/custjob.nl?id=' ||{internalid}|| '>View</a>') | Edit | View |
6. Click Save and Run.
Note: Applicable to other type of search (e.g. case search). Modify the formula and change the URL to the URL of the record. For example, for a case search, view an existing case (Lists> Support> Cases), then copy the URL of the case record. Do not include the ID. Formula:
to_char('<a href=https://' || 'system.netsuite.com/app/crm/support/supportcase.nl?id=' ||{internalid}|| '&e=T>Edit</a>')||' | '||to_char('<a href=https://' || 'system.netsuite.com/app/crm/support/supportcase.nl?id=' ||{internalid}|| '>View</a>')
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