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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
last transaction on dashboard
I am trying to find a way to put the last 5 transactions (estimates and invoices) to show up on the customer dashboard showing a specific field. I am assuming it would be a saved search that I can to but I can't make it work.
Specifics:
our tech goes to a customer house and types in a custom field, "Recommendations" or "Memo" in either the estimate or invoice. This will show what the tech recommended for the customer to do to repair. I want the tech to be able to go to the customer dashboard and it will show the last 5 transactions with recommendations notes. Any idea how can I make this happen?
Tagged:
1