NetSuite: Customer List With Phone Call Link

If you want to create a Saved Search containing a list of customers, and a quick link to create a phone call, next to each name, you can do the following:

  1. Navigate to Lists > Search > Saved Searches > New
  2. Search Title: Enter a title
  3. Click Results
  4. Field: Select Formula (Text)
  5. Formula: Enter '<a href="https://tstdrv2113864.app.netsuite.com/app/crm/calendar/call.nl?l=T&invitee='||{internalid}||'&company='||{internalid}||'">New Phone Call</a>'
  6. Click Save & Run

Note: Replace tstdrv2113864 with your account ID.

Results tab:

Sample results:



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