View the Advanced Sign Up Saved Search
After setting up the extension, you can view the saved search associated with Advanced Sign Up. The following saved search is created automatically when you install the extension:
-
Advanced Sign Up Pending Approval Customers — You can check which customers have signed up on your site using the Advanced Sign Up form and are currently pending approval.
This saved search tells you which customer or lead records require action from you and helps ensure that you do not miss a user’s signup request.
To view a saved search:
-
In NetSuite, go to Lists > Search > Saved Searches.
-
Click View next to the saved search you want to see.
For more information about how to view or use a saved search, see Accessing a Saved Search.
You can also add the saved search results to a dashboard portlet for quick viewing. For more information, see Displaying Saved Search Results on Your Dashboard.