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Dynamic Saved Search for all messages

edited Jan 3, 2020 1:21AM in Search / Reporting 2 comments

Hi,

We're new to NetSuite, and are looking for a way to return all messages associated with a contact, customer or opportunity.  I'm guessing a Saved Search is what we're looking for.  For example, we'd like to select CustomerA from a list, and then have all messages associated with CustomerA, CustomerA's Contacts, and CustomerA's Opportunities returned in the results.

Is this possible with a Saved Search?  All suggestions are welcome, or even if you could point me in the right direction of some good documentation for Saved Searches, it'd be greatly appreciated.

Thanks!

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