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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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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]
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