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[Customer Dashboard] Adding Custom Reports/Links
Hi, We have created a Custom Report which details Sales by Customer, by Brand - detailed on a month-by-month basis. I am looking for the best way to incorporate this report onto our standard Customer Dashboard. At minimum, I am looking to include a link - on the Customer dashboard - to the report which auto-filters it by…
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[Custom Dashboard Snapshots] Auto-Expanding/ Date Dropdown
Hi, Have created a custom snapshot, for our customer dashboards, which shows Sales by Brand, by Month. The first problem I have is that the snapshot defaults to the expanded view. I have set the source report up such that the fields are automatically collapsed, which works on the report itself, but not on the snapshot. Is…
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Customer Sales KPIs and Dashboard
My customer needs a rigorous dashboard for their customers and all related sales information. Does NetSuite have a customer dashboard preconfigured that can be purchased? Versus creating a dashboard and all related saved searches. I'm looking for something such as customer, current month sales, previous month sales, YTD…
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Do Workflow work in Customer Dashboard?
Hi Everyone, We have a workflow that hides a field. This field shows an alert which depends to the value of another field (let's call it field A). It's perfectly working in normal Customer form but not in Dashboard form. When I tried to change the value of field A to hide the alert, it's still showing in Customer Dashboard…
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How to limit balance information of customers/vendors on Portal dashboard?
hi Gurus! I'm trying to limit the information shown in the dashboard of the customer and vendor. Even by limiting the view of the role to own subsidiary and the user registered under one subsidiary, the user is able to see the total balance (owed or to pay ) of all subsidiaries. Is there any workaround to be able to block…
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Add a customized saved search or shortcut in customer dashboard
Dear Experts, Is there any way to add a customized saved search or it link for shortcut in customer dashboard ? Or is there any way to edit the default customer dashboard link to include this saved search ? Any suggestion would be appreciated !! Thanks & Best Regards, Bee Yook