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.
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.
Creating a Benefits Carrier Saved Search
Did you know that you can create a saved search that returns results of the name of benefit carriers, address, contact email, contact phone and website?
Complete the following steps to create this saved search: [LIST=1]
[*]Navigate to Reports > Saved Searches > All Saved Searches > New.
[*]Click the “Benefits - Benefit Carrier” link.
[*]Enter a title for this saved search on the “Search Title” box.
[*]Under “Criteria” tab > Standard > Filter you will need to add the following:
[LIST]
[*]Name…is not empty
[/LIST]
[*]Click Add[ATTACH=JSON]{"data-align":"none","data-size":"full","title":"SS_Benefits Tracking01.png","data-attachmentid":432041}[/ATTACH]
0