NetSuite's Global Search allows users to fine-tune their search experience. These settings, found under the Set Preferences menu, provide control over how searches are conducted and how results are displayed. Here's a closer look at these options and how they can optimize your workflow.
Key Global Search Settings
- Show List When Only One Result
- What It Does: Determines whether the system automatically navigates to a record when a search yields only one result or shows the result as a list.
- Best Practice: Enable this if you frequently need to review the record details immediately after searching.
- Quick Search Uses Keywords
- What It Does: Allows Quick Search to match records based on keywords rather than exact matches.
- Best Practice: Keep this on to find relevant records even with partial or vague queries.
- Popup Search Uses Keywords
- What It Does: Enables keyword matching for searches conducted via popup windows.
- Best Practice: Activate this to maintain consistency with the main search functionality.
- Include Inactives in Global & Quick Search
- What It Does: Includes inactive records in search results.
- Best Practice: Use this setting when working with historical data or reactivating old records. Otherwise, disable it to declutter results.
- Popup Auto Suggest
- What It Does: Offers predictive suggestions in popup search fields as you type.
- Best Practice: Enable this for a smoother search experience in fields like transaction line items or custom record lookups.
- Global Search Auto Suggest
- What It Does: Provides suggested terms as you type in the global search bar.
- Best Practice: Keep this setting active for quicker navigation and fewer typos in searches.
- Page Search
- What It Does: Allows users to search for NetSuite pages and features, enhancing navigation within the platform.
- Best Practice: Enable this to find tools or features without navigating through menus.
Advanced Global Search Options
- Global Search Sort by Name/ID
- What It Does: Sorts search results by the Name or ID field of the records.
- Best Practice: Use this to create a predictable order for search results, especially helpful in large datasets.
- Global Search Customer Prefix Includes Leads and Prospects
- What It Does: Expands the customer search prefix (cust:) to include leads and prospects.
- Best Practice: Activate this for a unified view of customers, leads, and prospects in a single search.
- Global Search Includes Transaction Numbers
- What It Does: Allows search queries to include transaction numbers for direct access to specific transactions.
- Best Practice: Keep this enabled for quick retrieval of invoices, sales orders, and other numbered documents.
- Do Not Show In-App Advertisements
- What It Does: Hides promotional content within the NetSuite interface.
- Best Practice: Enable this to maintain a cleaner workspace, free of distractions.
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