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NetSuite's Global Search

NetSuite's Global Search allows users to search across all areas of the NetSuite system from a single search bar, functioning similar to Google. The search is very powerful but can be optimized by understanding search prefixes and wildcards. Key prefixes include "cust" to search customers, "con" for contacts, and "invo" for invoices. Wildcards like % and _ allow for partial matches. Understanding these tools makes navigating NetSuite faster and easier.

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125 views

NetSuite's Global Search

NetSuite's Global Search allows users to search across all areas of the NetSuite system from a single search bar, functioning similar to Google. The search is very powerful but can be optimized by understanding search prefixes and wildcards. Key prefixes include "cust" to search customers, "con" for contacts, and "invo" for invoices. Wildcards like % and _ allow for partial matches. Understanding these tools makes navigating NetSuite faster and easier.

Uploaded by

digital d
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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NetSuite’s Global Search

NetSuite’s Global Search is one of the most powerful tools in the business platform.
It is one of the first fields you see when logging onto your NetSuite portal and acts
like a Google search engine for your ERP. The global search feature is one of the first
things you will learn when becoming a NetSuite user, but using this powerful feature
can be a headache or become disorganized if you do not know the proper tips and
tricks to search within the various aspects of NetSuite. That’s why we’re here!

The global search bar provides quick access to every search, page, report, record,
list and transaction inside your NetSuite system. With a few tricks and shortcuts,
global search makes navigating NetSuite a quick and effortless process.

How to get started using NetSuite global search

Choose your designated role and click in the center top of your NetSuite dashboard
in the search field.

Note: press Alt + G to move your cursor there directly.

To begin your search, enter any keyword consisting of numbers, dashes, letters,
underscores or wildcards. We will explain the common shortcuts below. Global
search will auto-populate suggested matches and results based on what you type.
This is where knowing the right terms and prefixes come in handy to find what you
are looking for fast.

NetSuite Search Prefixes

NetSuite ERP contains a lot of information and you may have many customers
records in the system as well. To narrow your search results, simply add a
shorthand search prefix of the first few characters of a record type, followed by a
colon or caret to separate it from your search terms. Not only does this speed up the
search process, but it also cleans up the results of irrelevant records. By learning a
few of this shortcuts in the search bar, you can pinpoint the information, record or
page you are looking for every time, with ease.

For example, to locate a customer contact record enter the contact prefix con: or
con^ followed by the first few letters of their name and it will filter only customer
records beginning with that keyword.
Here are a few search prefixes to stick in your back pocket for fast
searching:

PREFIX RECORD TYPE


cam Campaign
cash Cash Sale
con Contact
cust Customer
emp Employee
est Estimate
ev Event
exp Expense Report
fi File
invo Invoice
iss Issue
it Item
opp Opportunity
par Partner
ph Phone Call
sales Sales Order

What is a wildcard?

Wildcards allow a little wiggle room in your search if you are not exactly sure what
you are looking for by adding it to the beginning and end of a string.

% Sign:

The most helpful to the average NetSuite user is perhaps the % wildcard. For
example, if inv:101 is entered, Global Search will return all invoices with 110 as the
invoice number. The % wildcard can be used before or after to indicate ends with or
starts with text to filter search records.

_Underscore:

Use an _ underscore (search cust:a_b) to produce customer records containing the


specific letters you are looking for.

+ Inactive Records:

Insert a + at the end of your keyword to search inactive and active records in your
search results.

OR:
Search multiple strings of text at once by using an uppercase OR to separate
keywords

“Exact Matches”:

Surround the keyword search string in quotes (“ ”) to receive records only


containing those specific words.

In summary, who doesn’t like shortcuts to show off your search skills! We hope the
knowledge of search prefixes and shorthand keys allow you to get the most out of
your NetSuite system and find what you need quickly.

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