Tuesday, July 9, 2019

Opportunity Search: Display Originating Lead's Address

To ensure that Address Fields of the originating Lead are returned by the search result:
1. Log in to NetSuite.
2. Navigate to Reports > Searches > All Saved searches > New.
3. Click on Opportunity.
4. Set desired filters under Criteria tab.
5. Set desired fields under Results tab and include:
  • Contact (Primary) Fields: Address


6. Click Save & Run.




 

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