Saturday, June 22, 2019

Display the URL for the Customer Record on a Customer Saved Search

In order to display the URL for the Customer Record on a Customer Saved Search you can create a formula that uses the standard URL for customer records and filter in the Internal ID of the Customer.

Create a Customer Saved Search:
1. Navigate to Reports> Saved Searches> All Saved Searches> New
2. Select Customer
3. In the Criteria tab: Filter which customers you would like to see
4. In the Results tab:
Add the Field:
Formula (Text) :  'https://system.na1.netsuite.com/app/common/entity/custjob.nl?id=' || {internalid}
5. Save and Run

*Ensure that the URL is copied from your customer record and the Internal ID is removed from the ending. The one above is just an example and your company URL could be different.

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