Who doesn’t love shortcuts? Did you know that there are a bunch of hidden shortcuts in NetSuite that can save you a few extra clicks? Our NetSuite experts have come up with a few tips and tricks for all the NetSuite users out there.

  1. Use record type prefixes followed by colon (:) or carat (^) in global search keywords to narrow search results
    • Examples: Cu: or Cus: or C^ to bring up Customer records
    • Some prefixes will prove better filters than others (for example, inv: could bring up inventory items or inventory adjustments where as ite: more clearly indicates a search for an item)
    • Language preferences / record-renaming (for example, if Vendors are called Suppliers) will impact global search prefixes
  2. Capitalizing the first letter of the search prefix will open the record in ‘Edit’ mode – entering the prefix in lower case will open the record in ‘View’ mode
    • Cu: → edit mode vs cu: → view
  3. Keywords should be at least three characters long and no longer than 32 characters for optimal results
  4. By default, global search DOES NOT include inactive records
    • Under Set Preferences, can choose to always include inactive records
    • Append ‘+’ to search keywords to include inactive records in a search
  5. Use ‘%’ as a wildcard when using numeric keywords where global search will only return results that are an exact match to the keyword
    • For example, if you are searching for Invoice 200100 by using keyword inv:200, you would return the record of Invoice 200 unless you changed your keyword to inv:200%
  6. Use quotation marks (“”) to search for exact text matches
    • Example: “FMT Consultants” would not return FMT Contractors
  7. Custom fields with the Store Values preference enabled can be included in Global Search by marking the ‘Global Search’ checkbox on the custom field record. The following custom field types can be included:
    • Currency
    • Decimal Number
    • Email Address
    • Free-Form Text
    • Help
    • Hyperlink
    • Inline HTML
    • Integer Number
    • Percent
    • Phone Number
    • Text Area
  8. If the search only returns one result, the default functionality will open that record in view mode. Users can enable a preference that will instead present the result in the same manner as though there had been multiple search results.
    • Set Preferences → Analytics → Show List When Only One Result

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Hopefully with these tips you are able to be even more efficient when working in NetSuite, and not to mention look and feel like a NetSuite expert. If you want to learn more tips and tricks in NetSuite or have any questions, please let us know by submitting the form below.