With the vast number of features and tools included in the NetSuite platform, finding a particular page or record can prove to be daunting. Don’t waste time browsing through the menu drop-downs or looking through long lists. The easiest way to navigate quickly through NetSuite is by utilizing the Global Search bar. This post will walk through nine tips using NetSuite global search.
Below are 9 tips to help you use the NetSuite global search bar to find records faster:
1. Use Prefixes. Narrow your search to records of one type by adding a prefix to the search string. This will speed up the search and eliminate the return of irrelevant records. A search prefix is made up of all or some of the letters of a record type plus a colon. Below are some examples:
2. Use a percentage sign (%) before and after a word to find anything that contains that word
- Example: looking for an invoice that starts with Inv: 115%
3. Add a plus sign (+) after to include inactive records
- Example: Bob was terminated, to find his inactive employee record type Emp: bob+
4. An underscore (_) replaces any letter
- Example: You can’t remember is a customer’s name is Ron or Rob. Cus: Ro_
5. Quotation marks (“”) for exact text matches.
- Example: Looking for orders where you typed “This is Urgent” in a custom field that is marked as available in global search. See Including Custom Fields in Global Search.
6. Use OR to search on multiple criteria.
- Example: Enter Rob OR Robert OR Bob to search for records containing any of these three strings in one search.
7. Use double colon (::) to open the search result in a new window.
- Example: open fulfillment 21 by typing ful::21
8. Capitalize the first letter of the search prefix to return a single result in edit mode. By default, a single record returned by a global search opens in view mode. You can override this default by capitalizing the first letter of a search prefix. (This prefix has no effect when the Show List When Only One Result preference is enabled.)
- Example: to edit the fulfilment from the last example enter Ful:21
9. Go directly to a customer dashboard. Use the dash: prefix with a customer name to open that customer’s dashboard.
- Example: Enter dash: Amazon in the Search field, then press Enter or click Go to open that company’s customer dashboard.
Want to learn more about navigating through NetSuite faster? Continue the series in Part 2.
By: Rob Ericson