Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Customer Search by Area Code or Partial Zip
I have Sales Reps asking me to create a report that lists their customers by area code and/or by the first three digits of Zip Code. They want to use this for referrals of existing customers when talking to Prospects.
In the past I have done this by exporting the Customer List to Excel and manipulating the data, then subtotalling by the area code or trimmed Zip.
Is there a way to build a Saved Customer Search of only part of a data field string? I'm still a little green when it comes to Search capabilities.
0