Monday, September 17, 2018

Allow use of Company Saved Search instead of the Entity Search in the Company field of a Case Form

NetSuite uses Entity Search when Help Desk feature is enabled. Follow the steps enumerated to allow usage of Company search form instead of Entity search form in the Company field of Case Form:

1. Navigate to Setup > Company > Enable Features.

2. Click the CRM tab.

3. In the Support section, uncheck the Help Desk checkbox.

Note: This feature allows users to use case records for internal employee support as well as customer support.

4. Click Save.

5. Create a Company Search.

a. Navigate to Lists > Search > Saved Searches > New.
b. Select Company.
c. Set the required filters in the Criteria tab > Standard subtab,
d. Set the required fields in the Available Filters tab,

For Example:

Filter (e.g. Contact : Category)
Show in Filter Region is checked

e. Check the My Preferred Search Form checkbox.
f. Click Save.



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