ProCare Lunch & Learn – Mastering NetSuite Saved Searches

ProCare Lunch & Learn – Mastering NetSuite Saved Searches

ProCare Lunch & Learn – Mastering NetSuite Saved Searches

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.
Explore the options and tabs for creating searches.
Review permissions needed to create and manage saved searches.

Configuring Your Output

Set up criteria and available filters for targeted search results.
Learn about transaction searches, table joining, and using summaries for better insights.

Maximizing Saved Search Functionality

Enhance usability with views, portlets, and reminders.
Automate processes using scheduled emails and workflows.
Utilize summaries in custom fields for advanced reporting.

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.

    Please fill out the form below to watch our ProCare Lunch & Learn.
     

    Name (required):
    Email (required):