NetSuite’s Global Search is one of the most powerful tools in the system. This single field, which displays on all pages in NetSuite, provides quick access to almost every record, page, report, and search in the system. There are several tricks that are helpful to know about the NetSuite Global Search that can make everyday use of NetSuite much easier.
Navigate to a Page:
In many accounts, users are assigned a role that is specific to their job functions, like an Accountant Role or Warehouse Manager Role. One difficulty that can arise, however, is that each role and center have slightly different navigation paths. While Opportunities are listed under their own Tab in the Sales roles, the link for creating new opportunities through the Administrator role is under the Transactions tab > Sales section. Remembering the navigation path for each role can be confusing, especially when switching frequently between roles. Instead, you can use the Global Search to find the page you are looking for. Type Opportunities into the Global Search, and you will see several options for Opportunity-related pages. Rather than memorize the navigation path to the New Opportunities page, you can link directly to the page from the Global Search.
Users will often create several reports that all have similar names. It can be difficult to remember the specific report name that was used, whether it was a report or search, or how specifically to find the list of reports or searches from within your role. Typing a keyword from the Report title into the Global search will quickly help you track it down. In this example, a saved search called “Estimated Billable Orders This Month” can be located in the Global Search, along with standard Estimated Commission reports.
Open a record in Edit Mode:
Many of the NetSuite process flow improvements we see revolve around reducing the number of clicks a user needs to perform to complete a task. For example: a Customer calls and wishes to change their email address. A user could reduce their number of clicks by Global Searching for that customer and opening the record in Edit mode automatically. This can be done using a capital letter in the search prefix.
Example: our NetSuite user wants to edit the “Prototype Development” customer record to update their email address. Typing Cust: “Prototype” into the Global Search, and hit enter. The record automatically opens, and is already in edit mode.
Open a record in a new browser tab or window:
Users will frequently open multiple records across multiple tabs or windows while logged into NetSuite. This allows a user to easily switch between records for comparison purposes. With the Global Search, you can automatically open a record in a new Tab or Browser window (depending on your browser settings). First, type in the prefix of the record you are searching for. For example, type “Cust” if you are searching for a customer. Instead of a single colon, use two colons to separate the record prefix from the search term. For example, type Cust:: Prototype to search for the customer called Prototype Development. When you hit Enter on your keyboard, the record will automatically open in a new browser tab or window.