Add a Saved Search
Saved searches are flexible and give valuable insights into your business. Consider the benefit they provide–instant visibility into specific, relevant details in records. But while the information in a saved search may be immensely useful to you, if you can’t easily access and view that information, you may well lose some important details. Have you ever wished you could quickly view just the right records on your dashboard? Well, if you need help with the “just the right records” part of that question, take a look at our Customize List Views blog. But how do you add a Saved Search to a Dashboard? Is there a simple way to accomplish this? Absolultely! Check out the process in the video below.
Conclusion
We hope you enjoyed seeing the process of how to add a saved search to the dashboard! If you’re interested in learning more about saved searches, feel free to peruse the related posts linked below or to check out the NetSuite help docs on this topic here. And don’t forget to subscribe to our mailing list so you don’t miss out on any of our new NetSuite tips!