Sunday, September 16, 2018

Create a Custom Customer Report that Displays the Webstore Name

The web store name is not available as one of the filters for custom searches when Multi-Site is enabled in a Netsuite Account.

These steps will allow the capture of the webstore name and display it in a custom customer search:

1. Create an entity field

a. Navigate to Customization > Lists, Records, & Fields > Entity > New.
b. Set Type to Free-form text.
c. Set Store value to True.
d. Check Customer, Contact and Website at the Applies to tab.
e. Click Save.
f. Take not of the custom entity ID generated.


2. Add a script that captures the webstore name to the custom entity field.

a. Navigate to Setup > Site Builder > Themes.
b Edit the custom Theme applied to the web store.
c.On the Content Area template field, enter the sample code below where custentityx is the ID of the custom entity field created in step 1.

<script type="text/javascript">
newcust.custentityx.value = "<%=getCurrentAttribute('site','name')%>";
custentityx_fs_lbl.style.display = "none";
custentityx_fs.style.display = "none";
</script> 

d. Click Save.


3. Create a Customer Search

a. Navigate to Reports > New Search.
b. Select Customer.
c. Click the Create Saved Search button.
c. Add Web Lead is True at the Criteria tab.
d. Add the following at the Results tab:

    • Name
    • Email
    • Date Created 
    • Custom Entity Field name created in step 1

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