NetSuite Global Search Tips and Tricks

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A common request we get here at Barefoot is how to better utilize the Global Search tool in NetSuite. The NetSuite global search feature enables you to find records anywhere in your NetSuite account by simply typing in keywords in the Search bar at the top center of the page. The keywords should match all or part of a record name or ID.

 

To better understand Global Search, think of your NetSuite instance as the planet Earth and your modules as the continents (CRM, Adv. Order Mgmt, Inventory  Mgmt, etc.), all engaged in global commerce inside your account. The Global Search is a satellite that allows you to quickly look across all of your continents for certain images (or “records”). Just as you can’t instantly rebuild and launch a satellite, “customizing” your Global Search is somewhat difficult. Typically, the Global Search is a pretty limited yet powerful tool, but, there are some tips and tricks we have picked up along the way.

 

One of the best ways to focus your satellite is by using Global Search prefixes. Global Search Prefixes are two to five letter combinations followed by a colon that restrict the Global Search to a specific record type. For example, the user can type “invo:” into the Global Search bar, followed by your search string, to search for only invoice numbers containing those characters. A list of our favorite prefixes to use is included below.

 

Netsuite also allows the user to further specify the search criteria using some basic operators from your college SQL classes that most of us napped through. The most helpful to the average NetSuite user is perhaps the “%” wildcard. For examples, if “invo:115” is entered, Global Search will return all invoices with “115” as the invoice number. But, if the user searched for “invo:115%” all invoices beginning with “115” will be returned.

 

The % wildcard can be use before before or after a string to indicate “ends with” or “begins with” respectively or surrounding text to search records “containing” a given string. Also use quotations surrounding a search string to search for exact matches only (e.g. invo:”987″).

 

In summary, use your Global Search Prefixes to search for specific record types, use your wildcards (%) to search for strings of data, and use quotations for exact matches. There is also the ability to actually customize Global Search results (if all results are the same record type) and add filters and sorting, or export to CSV, but that is another lengthy topic in itself. For now, we hope this helps you with your Global Searching!

 

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

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