TIPS & TRICKS

GLOBAL SEARCH SHORTCUTS & OTHER SHORTCUTS

JANUARY 24, 2024

Presented by : Margie Komninos

RMNSUG Board Member
PlantScan Corporation (manufacturer/distributor)
Set Preferences > Analytics Tab
Page Search checkbox
When you enter keywords in the global search
field, search results include all hierarchy levels
(bread crumbs) within the navigation menus so
you can find exactly where it came from

The additional results appear under a Current

Page Results heading.

Alt+Shift+G only
displays the Current
Page Results
 Global Search
Appears
on every
page

Operator Description
prefix: (prefix followed by colon) Find specific record type, saved searches,
(see next slide) reports, pages, …
% (percent sign) , _ (underscore) Wildcards
OR (in capital letters) Multiple text strings – inclusive OR
Blank between text strings Multiple text strings – implied AND

+ (plus sign) Include inactive records

Uses SQL “Contains” versus “StartsWith”

Example: if enter RMA1214 NetSuite would return cases like CA2855 RMA1214…
 Global Search – Prefixes
A search prefix is made up of the first few
characters of a record type plus a colon (:) or a caret
(^).
Prefix Record Type

Examples: bil Vendor Bill

• C: returns cases, contacts, and customers cam Campaign

• CU: returns customers * cash

con
Cash Sale
Contact
• I: returns any item, invoice, image cu Customer
• Inv: returns invoice, inventory item emp Employee

• Invo: invoice est Estimate

• A: assembly items, assembly build ev Event

exp Expense Report
• Serv: Service items fi File
• Se: Saved searches invo Invoice
• HELP: finds topics in the NS Help Center iss Issue
it Item
opp Opportunity
Note: if only 1 record to be returned and you want par Partner
it to be in edit mode, capitalize first letter of prefix. ph Phone Call
sales Sales Order
ven Vendor

* Note: for cu prefix to include leads and prospects, go to

Home > Set Preferences > Analytics subtab + more
 Set Preferences > Analytics Tab
Include Inactives checkbox

To find inactive records

use ‘+’ suffix in search bar

Example without + sign

Example with + sign

Inactive
item
 Global Search – Wildcard
What the He_ k? I didn’t know you could do that!
Percent (%) - matches a string of any length (including zero)
Underscore (_) - matches any single character.

Examples:
• cu:%max to search for customers with records containing the letters “max”, but potentially
preceded by other letters. Results could be: Maxwell House, IMAX, Flomax, and Mad Max.
• inv:115% to return all invoices containing 115 followed by anything else
• cu:m_x to search for customers with records containing the letters “m” and “x” with any other
single character separating the two. Possible results could be: Maxwell House, Mexico Travel,
and That Girl Has Moxie.
Global Search – More Tips
Multiple text strings - OR
• uppercase OR as a separator between keywords to search for multiple matches
• Example: max OR macs OR machs to search for records containing any of these three strings in one
search.

Search for exact text matches only

• Enclose the search string in quotation marks, or follow it with a backslash, to search for records
containing only exact matches. Note that quotation marks or backslashes are not required for numeric
keywords, as these searches return only exact matches.
• Example: cu: “max” or cu:max\ to search for customers with a name of Max—Max Fischer LTD.
Customers with names only containing the letters max, like Maxam, Lomax, or Maximum Tires, are
NOTreturned.

Use Keywords that are at least 3 characters long: If you have a search terms that is only 2 characters
long then a workaround is to use a prefix before it. For example, vendor SC will return nothing, but with the
prefix before it, v:SC, will find the match. Best practice is to make sure all records have at least 3 characters
to start.
 Global Search – More Tips
Navigate quickly to NetSuite pages and reports
• Example: page:cust to return a list of pages with the name “cust” in any NetSuite page or report (i.e.
Forecast by Customer, New Customer Sales, Page Hits by Customers, Online Customer Forms)
• Note: there is no way to distinguish between NetSuite pages, NetSuite reports, and customized reports

Return a single result in edit mode – Capitalize first letter of search prefix
• By default, a single record returned by a global search opens in view mode.
• Examples:
• Emp:beth farkel opens this employee's record in edit mode.
• Inv:115 opens invoice number 115 in edit mode.
• Note that you can also open a suggested matching record in edit mode by clicking the Edit link that
appears at right when your cursor is over the record in the suggested matches list box.

Include custom fields/records in global searches

• Search for matches in custom fields as well as name/ID fields. See Including Custom Fields in Global Search
(Suite Answers 8403)
• In custom field check the ‘GLOBAL SEARCH’ checkbox
• If greyed out then not available for this field type (e.g. Checkbox)
• Can set global search for custom records (not by custom fields in custom records)
 Other Shortcuts
Utilize Your Browser Find/Search
• CTRL + F = keyboard shortcut for “find” or “search” in browser

• Use on filters in search results (example on next page)

• Use when creating saved searches and reports to search for specific fields or filters to include

• Use for finding fields in search results on each page

• Not consistent for finding fields in report results – best to use the Find capability in the report
results directly
 Example using Ctrl + F (browser find)

Clicking on the drop down for Company

brings up ALL companies. But using the
Browser find command it can find the
matches you want
Shortcuts for Saved Searches Results
Shortcuts for Direct List Editing
• ALT + X to edit the first direct editable field (left most column, first row.)
• CTRL + Z to undo the value of the selected field.
• Tab to move right through editable fields in a row and onto the next row
• Shift + Tab to move left through editable fields in a row.
• Enter to move down through editable fields in a column.
• Shift + Enter to move up through editable fields in a column.
• CTRL + Shift to change several fields at one time (example on next slide)
Direct List Editing Shortcut – Change
Multiple Fields at one time

This example we want to change the date from 12/12 to 12/13

Direct List Editing – Change Multiple
Values Simultaneously

1. Check that the field is editable (if pencil shows)

2. Select first field
3. Shift and select last row (notice the dashed line around the fields that will be impacted)
4. Enter new value in first row
5. Press Enter
Direct List Editing – Change Multiple
Fields at one time

By changing the first field ALL date fields changed to 12/13

Shortcuts for Date Fields
inline editing, online forms, transaction forms
• Press t to enter today's date
• Press T to enter tomorrow's date
• Press y to enter yesterday's date
• Press p to enter the end of the current period (if you use
accounting periods)
• Press m to enter the last day of the month
• Press l to enter the last day of the prior month
• Press + (plus key) to increase one day
• Press – (minus key) to decrease one day
note: all letters above are case insensitive
note: these do NOT work in the Reconcile Account Statement page
Shortcuts for Entering Transaction Data
• Enter key to save the transaction while in transaction body
• Enter key to save the line and go to the next line while on a sublist
• Tab to move the cursor between fields and buttons.
• Spacebar to check or clear a checkbox.
• Press and hold CTRL while clicking with your mouse to select multiple choices
in a list
• Amount fields support addition/subtraction/multiplication/division
• For example, enter 10 + 15 to calculate a total amount
• Does not work in all transactions (e.g. NOT for Inventory Adjustments )
• Very useful when doing a deposit that was purchased online with a credit card
where the bank deposit does not match what the customer paid and you need to
assign something to Cash Back (example on next slide)
Example of Amount Field
• Customer bought instrument for $658.75
• Bank account shows $641.20 deposited because the merchant processor took fees out
that go to the credit card company

Step 1: Enter the deposit and select the transaction

Example of Amount Field

Step 2: Go to Cash Back tab and enter the full amount less the amount deposited in
the bank
Let NetSuite figure out what that payment to the merchant processor was
Example of Amount Field

Result is calculated for you

 Questions?

Please contact me at [email protected]

Thank you 