We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey


Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now!
We’re ringing the bell so you know what that means… LAST CALL! This is your last week to register for #SuiteWorld at our early bird special rate and save $300. Join us for our biggest event of the year and learn more about how your business can get the most out of our system. https://lnkd.in/enaAr8p8
Release 2022.2 is Coming! – Get Ready with your Release Preview Account
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.

last transaction on dashboard

edited Feb 25, 2020 1:54PM in Ask A Guru 1 comment

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.


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?


Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


This Week's Leaders

This Month's Leaders

All Time Leaders