NetSuite Admin Tip: Customizing Saved Searches

Challenge: You've taught your users how to run their own searches, yet they are still coming back to you with problems. Learning how to customize Saved Search results is key to overcoming this hurdle.

Tip: As a NetSuite Administrator, you should create a baseline of Saved Searches for each team in your organization that uses NetSuite. This provides templates to expand upon and grow from. The templates should contain the criteria the team typically needs, and the columns or fields in the results that they commonly want.

This approach saves your users time when running their own Saved Searches from the templates you created and reduces the amount of time you spend building out Saved Searches. For example, you might have a "Sales - My Customers - Template" that your sales group uses as a template for any variation of "My Customers" in the results.