This Lunch & Learn session on Mastering NetSuite Saved Searches, will dive into the powerful features of NetSuite Saved Searches. Whether you’re new to saved searches or looking to refine your skills, this event will offer valuable insights to help you maximize this NetSuite feature and it’s capabilities. Creating a Saved Search Understand NetSuite data, when to use searches, and their limitations. Configuring Your Output Set up criteria and available filters for targeted search results. Maximizing Saved Search Functionality Enhance usability with views, portlets, and reminders. These sessions are just one of the many ways we add value and empower your team to make the most out of your NetSuite Investment. If you’d like to learn more about Keystone ProCare Managed Services and how we can support your NetSuite instance, we’d be delighted to connect with you.ProCare Lunch & Learn – Mastering NetSuite Saved Searches
Explore the options and tabs for creating searches.
Review permissions needed to create and manage saved searches.
Learn about transaction searches, table joining, and using summaries for better insights.
Automate processes using scheduled emails and workflows.
Utilize summaries in custom fields for advanced reporting.
ProCare Lunch & Learn – Mastering NetSuite Saved Searches
Posted in On Demand Webinars, Webinars