Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Saved Search for Partner Center
I am trying to create a saved search which will display a simple client list for some of my partners. Each partner should see only his own clients. I would like the partner center (which we have not used previously) to basically do nothing but display this list. In fact, if the partners could just login and view the list without anything else, that would be perfect.
I have created a saved search for each partner which displays the information about his clients. I have set the audience to only that partner. I have ticked "run unrestricted" and assigned that partner a role which gives them no access to view any lists, transactions, reports or searches. I published the search using "publish saved search" with an audience of only that partner. That published saved search is a subcategory of a web site tab I created, which again only has an audience of the appropriate partner.