Advanced/Specialized
Dynamic filters for customer portals and statements, plus ERP-specific filtering like NetSuite boolean filters.
Understanding "Empty" vs "F" in NetSuite Boolean FiltersUse "is not T" for checkbox fields to match both F and empty — they behave differently in NetSuite.
Dynamic Filters for Customer Portal and StatementsGuide to setting up and saving dynamic filters to control which invoices, credit notes, and payments customers see in the Customer Portal and Statements