How do you enable reminders for a Saved search deployment?

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To enable reminders for a saved search deployment, the key action is to check the "available for reminders" checkbox. This specific setting is designed to indicate that the saved search results can trigger reminders based on the criteria set within the search. When this option is selected, it allows NetSuite to utilize the search results for automated reminders, enhancing user engagement and ensuring important follow-ups occur in a timely manner.

The other options, while useful for different purposes, do not directly relate to enabling reminders for a saved search. Making the search visible in the menu is about accessibility but does not ensure that reminders will be generated from it. Adding the search to a dashboard allows for easy access to the data but does not impact the reminder functionality. Similarly, setting a date filter is helpful in refining the search results but does not pertain to the capability of generating reminders associated with those results. Thus, checking the "available for reminders" checkbox is the fundamental step in enabling this specific feature for saved searches.

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