Tuesday, October 23, 2018

Create a Link to View the Customer Dashboard from a Case Record.

1. Navigate to Customization > Lists, Records, & fields > CRM Fields > New
2. Enter the Label: View Customer Dashboard
3. Select the Type as Hyperlink
4. Uncheck the Store Value checkbox
5. Under the Applies to tab, select Case
6. Under the Display tab, set Subtab to Main
7. Set the following under the Validation and Defaulting tab:
Default Value = concat('https://system.netsuite.com/app/center/card.nl?sc=-69&entityid=',{company.id})
Formula checkbox = checked
8. Click Save.
9. Popup window will appear, just click OK.
10. Click Save.

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