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Saved Search My Account Extension
A SuiteCommerce Extension by the Developers at Anchor Group
This is a configurable extension that allows for saved searches to be added to My Account. It's a great way to surface different ERP data to your customers with minimal effort!
The saved search SuiteCommerce extension is a configurable extension that allows for saved searches to be added to My Account.
It's a great way to surface different ERP data to your customers with limited effort. You can configure many saved searches and instantly add them to another tab in SuiteCommerce.
Bundle Features
- Links to saved searches from within My Account
- Adds a navigation tab with a fully customizable label to the side menu in My Account
- Display data in columns based on parameters established for the Saved Search results
- Option to set up a summary column for your saved search, with links that open up a Detail view
- "Return to Summary" link in the Detailed view allows for easy navigation between saved search views
- Search function within the tool
Business Use Cases
- Surface a saved search with a customer-specific product catalog and allow the customer to download a CSV file of their specific items and pricing.
- Healthcare supply: Enable physicians to view data from their orders, like a field on the sales order designating what patient a specific sales order is for.
- Not restricted to order information! Surface any ERP data that you want to share with customers: Criteria is set to "Customer = Logged In" so you can build any saved search you want and ensure it is properly filtered down to the customer who is logged in.
Surface ERP Data in a Customer's My Account View
Surface a logged-in customer's ERP data in a table view in SuiteCommerce My Account using a saved search.
This SuiteCommerce app allows your customers to sort the search data that appears in their account by any column. If they need to export the information, there is a download button provided that allows them to export the saved search report as a CSV file!
Search Bar For Results Filtering
This extension can include a search function that further filters the NetSuite saved search results so you only get NetSuite saved search results relevant to the search term.
Custom tabs in My Account Menu
This solution involves editing my account to include custom tabs, even dropdown tab options, to the menu in my account!
Only need custom tabs in my account? If you don't have a use case for saved search reporting in SuiteCommerce My Account and only need custom tabs in the menu, check out the Edit SuiteCommerce My Account Menu solution!
Display All Key Data for an Admin Dashboard Experience
You can add multiple Saved Searches to My Account and link to them from a custom tab in the navigation menu to give your customer an admin experience in My Account.
Each search is filtered by the currently logged-in customer, so they only see the information that pertains to them.
Layout Options
A navigation tab with a fully customizable label is added to the side menu in My Account, linking to your saved search.
The columns displayed in My Account will be the columns you establish for the Saved Search.
You can set up one summary column for each saved search. Clicking on a link in the summary column opens up a Detail view.
From the Detail view, you can return to the summary view at any time by clicking on the "Return to Summary" link at the top right of the table.
Extension Configuration
Use the Drill-Down Field ID if you want a Summary and a Details view.
Use the URL Field ID if a search column contains a URL you want to display as a hyperlink.
Product Details
Contact UsOnline Price
Contcat UsType
SuiteCommerce Extension
Bundled?
No
Category
My Account
Free Trial
No
