Helpful Search Tips for NetSuite
Looking for a particular saved search can be done by navigating to Reports> Saved Searches> All Saved Searches.
Once you click on “All Saved Searches” you can view a list of saved searches that are available to you.
If your list is large use the filter on the top left corner to minimize your search.
Additionally, the Global Search function from NetSuite is a very powerful tool, which can bring up just anything on the system, including transactions and individual customer information. However, you can enhance the efficiency of the results by simply knowing the exact strings to use.
For example, instead of following the steps above use, Global Search type “S” (Saved Search) then a keyword like “Budget” which will populate any Saved Searches that have the word Budget in the title.
If you add any underscore within the search, it will bring results for any available character in that area. Additionally, by replacing your underscore with a percent (%) symbol, it will expand the matches to a wide string of characters. You can also search for record IDs, phone numbers and also setup custom settings, which influence how your results are displayed.
Revisit Your History
Over the course of using NetSuite, you are likely to find that there is a point you need to toggle between the pages you previously visited. For instance, you may have navigated through NetSuite’s menu system to access a sales order, but with NetSuite’s Recent Records feature, you can easily access around twelve records previously visited, modified, or created. This feature will allow you to bring recent pages up again.
It is as simple as clicking on the the Clock icon located left on the tab bar.
A drop down page will appear and you will be able to view/edit any recent record.
Customize Your Dashboard
All NetSuite users are provided with a set of dashboards usually relevant to their specific roles and these are accessed through the tabs available at the top. They also give you an overview of information and insights relevant to your requirements. For example, marketing employees will have access to the dashboards right on their home-tab, or simply related to reports, leads, activities, and campaigns. The process of customizing your dashboard is quite easy and simple; just click on the “Personalize Dashboard’’ to get started.
On the top right corner, hover over your name to see roles you have access to then select the role you wish to create the dashboard for.
Once you have selected the role, click, personalize to customize the dashboard select the icon you wish to add whether, it is a calendar, custom portlet, KPI meter or even a custom search.
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