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:
- Navigate to Lists > Search > Saved Searches > New
- Search Title: Enter a title
- Click Results
- Field: Select Formula (Text)
- Formula: Enter '<a href="https://tstdrv2113864.app.netsuite.com/app/crm/calendar/call.nl?l=T&invitee='||{internalid}||'&company='||{internalid}||'">New Phone Call</a>'
- Click Save & Run
Note: Replace tstdrv2113864 with your account ID.
Results tab:
Sample results:
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