NetSuite: Adding Saved Search To Your Dashboard
Modified on: Mon, 28 Oct 2024 12:31 AM- Click personalize on the top right of your home screen.
- Click custom search to add a new customer search portlet to your homescreen dashboard.
- Hover over the upper right corner of the new portlet that was added to your dashboard. You will see 3 dots and then click set up.
- A new screen will pop up to set up the custom search portlet on your dashboard. Enter the full name of the search that you want to add. If you want the name of the search to display as a name other than the name of the search enter something in the Custom Portlet Title field.
- Click Save
