Enhanced Saved Search Forms and Search Results List Views

The Enhanced Sales Center includes saved searches. You can use these searches as default search forms and results list view when you search for these record types:

The standard Sales Center, by default, uses a search form with a system-defined set of fields that you can use as search filters.

Screenshot of the Opportunity Search page in the standard Sales Center.

The Enhanced Sales Center saved search forms include only search filters that are commonly used by sales persons when the search for sales records.

Screenshot of the Opportunity Search page in the Enhanced Sales Center.

Global and quick search results for the above records use the saved search list view included in the SuiteApp.

For more information on setting the default search forms and results list view, see Setting Search Defaults for a Role.

For general information about views, see Working with List Views, Sublist Views, and Dashboard Views.

Related Topics

General Notices