Customer Edits Saved Search Setup

Описание: NetSuite Customer Cleanup Saved Search | Missing Emails & Sales Reps

In this lesson, we build a customer saved search to identify records that are missing required fields and prepare them for bulk updates using a CSV upload.

This is a common real-world scenario. A controller asks for customer records to be cleaned up by populating missing email addresses and sales reps, while excluding intercompany customers. We walk through exactly how to build the saved search that supports that request.

Contents

0:00 Controller request and use case overview
0:13 Defining the cleanup requirements
0:28 Navigating to Customer saved searches
0:47 Finding customers with missing email addresses
0:55 Identifying customers with no sales rep
1:23 Excluding intercompany customers
2:02 Why this should be a saved search
2:28 Saving and running the search
2:35 Identifying edge cases (email vs sales rep)
2:48 Using Expressions for OR logic
3:02 Adding parentheses to control logic
3:24 Validating expanded results
3:55 Adding Sales Rep internal ID
4:09 Using related Employee fields
4:30 Preparing results for CSV upload
4:52 What’s next

What You’ll Learn in This Lesson

In this video, you will learn how to:

• Build a customer saved search for data cleanup
• Identify customers missing email addresses
• Identify customers missing sales rep assignments
• Exclude intercompany customers from results
• Use Expressions to handle OR logic correctly
• Add internal IDs required for CSV updates
• Design saved searches that validate cleanup success

This saved search becomes both the worklist and the validation tool for your update.

Why This Matters for Accounting and Operations

Customer master data issues often block billing, reporting, and sales operations. Manually fixing records one by one is slow and error-prone.

By using saved searches with expressions and internal IDs, you can:

Clean up customer data at scale

Reduce manual clicks

Validate results instantly

Reuse the search for ongoing monitoring

This pattern applies to many other master data cleanup scenarios in NetSuite.