Tuesday, May 21, 2019

Saved Search to Display the User Who Created Each Contact Record

Saved Searches for most records in NetSuite display a Created By field which shows the name of the user who created the record. This field, however, is not available for Contact saved searches.

To determine the user who created each contact record, System Notes can be joined with the Contact Saved Search as follows:

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Contact.
3. Provide a Search Title.
4. Under Criteria tab, add filters as needed.
5. Under Results tab > Columns subtab, locate and click System Notes Fields...On the pop-up screen, select Set by.
6. Set Summary Type to Minimum and click OK.
7. Under Results tab > Columns subtab > Add Name.
8. Set Summary Type to Group.
9. Sort by: Name. 
10. Click Save & Run.

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