Tuesday, May 21, 2019

Message Saved Search > Display Link to the Customer Record

Below are the steps to provide a link that can open a Customer record where the message is attached.

1. Navigate to Reports > Saved searches > All saved searches > New.
2. Click Message.
3. Go to Criteria tab > add all desired conditions.
4. Go to Results tab > add the following fields:
- Customer: Name
- Formula (Text)

Note: Use https://system.na1.netsuite.com/ if the account is in that data center

- Author
- Date
- Subject
- Message
- * add other fields that you need * 

5. Click Save & Run.

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