fbpx
Select Page

NetSuite ERP centralises CRM, accounting, financials, inventory, eCommerce and more. To navigate through this powerful software, the tabs structure is handy but knowing the system structure by memory is not an easy task. To solve this problem NetSuite has incorporated a robust global search which gives instant access to everything users need.

To make the search more precise NetSuite has included a whole set of shortcuts users can type as prefixes to narrow down the results that come back from a global search, Michael Dean, Business System Consultant writes the following tip to master NetSuite’s Super Search.

NetSuite Global Search Hacks for NetSuite Users

If you type a customers surname in the global search field, it is likely to bring back all records that are associated to that customer, and any other customer that happens to have the same last name.

To make it easier simply type CUST: ahead of the customer’s name you are trying to search. 

Becomes:

    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, without fail.

    More NetSuite Shortcuts to Consider

    Other tips associated with Global Search Shortcuts

    1. Capitalising the first letter of the search prefix (so Cust:John instead of cust:john) will open the record selected from the list in edit mode. This simple tip saves me at least 20 minutes a day by not having to open the record view mode, then hit edit get to able to update the transaction.
    2. The keywords you are searching need to be at least 3 letters long, but no more than 32. So if you are looking for a document for example, that has more than 32 characters in the title, make sure you only capture the first 10 characters or so to search, otherwise the search will show no results.
    3. Changing the language or record naming conventions will impact the shortcuts that can be used. If you have changed for example “Customers” to “Clients” due to internal language preferences, you will need to adjust the prefix associated to your record type. E.g Cli: for clients.
    4. Default settings prevent inactive records from being shown in the search, however, you can change this setting to allow for searching of inactive records if it makes sense to your business.
    5. The WILDCARDThe percentage symbol % (Shift+5 on a PC and Cmd+5 on a Mac) is incredibly useful to target your searches even more. The standard global search will bring back any results that contain what has been searched, which can get a little cluttered. By adding the % to the start of your search, so “%howard” will bring back any record that has Howard in the title, AND any records that contain Howard within the record itself, for example, Customers who have contacts named Howard, or a Contact whose name isn’t Howard, but Howard is contained within their email address. 
    6. Quotation Marks (“John”) can be used to bring back an exact match. So… searching “john” would only bring back records that say “John” alone rather than “Johnsons”.

    That’s all for now. Feel free to connect to keep up with more NetSuite Tips:

    Need a NetSuite Health Check?

    We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

    Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

    More tips on our LikedIn

    Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-of-Class ERP software for the cloud. Keep posted with all things NetSuite.

    Michael Dean

    Michael Dean

    Business Systems Consultant

    Read here Michael’s original post and follow him for more tips and tricks on leveraging the power of NetSuite.

    Need a specialist’s free advice?

    Feel free to call an expert in NetSuite today.
    Find out how cloud-based technology can support your business growth.

    5 Keys to Face Disruption in Maintenance for Construction Industry

    New challenges and opportunities arise for companies providing Maintenance for Construction, technology can help them improve their own productivity.

    Maximising Safety and Minimising Contact. How FSM Software Is Empowering Field Based Service Businesses?

    Field Service Business by nature are high-contact. ERP has helped them to eliminate paperwork, leverage video calls and implement safety check-lists.

    How are Australian Service Companies Thriving Overseas?

    Despite all the difficulties of taking services abroad, a number of Australian Companies are not just thriving locally, they are attaining global success.

    The Smoke is Dissipating, How can Technology Providers Help Australian Agroindustry?

    Every day more Australian farmers adopt the idea of using technology to combat their problems, lower costs and improve efficiency.

    Sunny Days for Agribusiness Solar Distributors

    It is time for solar providers to prepare for a shift in agribusinesses from diesel to solar technology and with the right tools expand to the farm sector.

    Latest scandals in Retail Payroll, how likely are they to happen to you?

    Amidst an epidemic of payroll underpayment across Australia retailers, they should focus on technology that can keep up with legislation changes.

    Share This