What does "Attach saved search to a record" allow you to do?

Attaching a saved search to a record allows you to display data in a sublist view directly within the record. This feature enhances the functionality of NetSuite by enabling users to see relevant related data at a glance without navigating away from the record itself. For instance, if you attach a saved search to a customer record, it can show all associated transactions or activities that match the criteria defined in the search, thereby providing contextual information instantly.

By organizing data in a sublist format, users can efficiently analyze relationships between different data sets and make informed decisions directly within the context of the record. This integration of saved searches into record views is particularly valuable for quick access to important information related to that record, fostering a more streamlined workflow.

Other options pertain to functionalities that saved searches can facilitate but do not specifically relate to the act of attaching saved searches to a record. For example, running reports is a broader function that can utilize saved searches but does not specifically involve displaying them as sublists on records. Similarly, linking external data sources and performing bulk updates are distinct actions that do not directly correlate with the feature in question.