Below is a step-by-step guide to creating a Saved Search with hyperlinks in the results to direct you to a Customer Record:
1. Navigate to Lists > Search > Saved Searches > New
2. Select Customer for Search Type
3. Enter Search Title
4. Under Criteria tab > Enter any Filters if required
5. Under Results tab > add:
– Field: Formula (Text)
– Formula: ‘<a href=https://<accountID>.app.netsuite.com/app/common/entity/custjob.nl?id=’||{internalid}||’&company=’||{internalid}||’ target=”_blank”>Customer Record</a>’*In the browser’s Address Bar, copy the Address in between https:// and app, then paste this to replace what is in the formula above.
Note: Replace <accountID> with the actual account ID of the account that is being worked on.
6. Under Audience tab > Select which Employees to share this Saved Search with (or click the checkbox for Select All to share with all Employees)
7. Save & Run