ANS-1934 · ROLES, PERMISSIONS & SECURITY
How to Display Dashboard Information on NetSuite Customer Search Results?
Customize NetSuite customer search results to include dashboard-related links or data.
Short answer
To display dashboard-related information on a customer list, customize the customer search view. While a standard 'Dashboard' column is not directly available, a relevant column can be configured in the search results. Access typically requires only standard customer list permissions.
Scenario
Users need to view dashboard-related information directly from the customer list in NetSuite. The goal is to enhance the customer search results by including a column that provides quick access or relevant data pertaining to customer-specific dashboards.
Solution
To display dashboard-related information on a customer list, the customer search view must be customized.
Navigate to the desired customer search or create a new one.
On the 'Results' subtab, add a column that provides the desired dashboard access or information. It is important to note that a standard column explicitly named 'Dashboard' is not directly available for simple addition; achieving this functionality may require configuring custom fields or leveraging existing fields that link to relevant data.
Save the customized search.Access to this information typically requires only the standard permissions associated with viewing customer lists.
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