The NetSuite interface includes search tools where we can enter keywords and retrieve matching records. The following quick retrieval tools are available:
- Global Search
- Quick Find
- Quick Search Portlet
Global Search
Global search allows us to search any page, record, or field anywhere in the account data by entering keywords into a search field. Search field is found at the top of any NetSuite page.
The Menu Search feature is an enhancement to the global search. When you enter keywords in the global search field, search results include all hierarchy levels within the navigation menus including the Help Center, Create New button, Feedback, and others. The enhanced results appear under a Menu Results heading.
Quick Find
NetSuite provides quick find capabilities from many pages, so that we can quickly find another record of the same type.
Quick Find is available when a magnifying glass icon Quick find icon is shown in a page header.
Click Quick Find icon on a transaction page to find a specific transaction, or set of transactions of the same type, based on their dates, numbers, or associated entity name.
When clicks the icon, a Quick Find popup opens. In the popup, enter a name, date, transaction number, or a combination, and click Submit.
- If one transaction matches, its transaction record opens.
- If more than one transaction matches, a Found page opens with a list of matching transactions. Each transaction in the list includes a link that you can click to open its transaction record.
Click the Quick Find icon on a record page to quickly search records of the same type.
When you click the icon, a popup keywords box opens. Type in keywords, and press Enter or click the Go button.
- If one record matches your keywords, the record opens.
- If more than one record matches, a Search Results page opens with a list of matching records. Each record in the list includes links that you can click to open the record in view or edit mode. This results page also includes the buttons included on other search results pages, so that you can email or export search results.
Quick Search Portlet
In this portlet, you can search for data that matches your entered keywords for the selected field.
In the Quick Search portlet, enter keywords to match to the name or ID of the record you want to find.
If available, select the Starts With or Contains option button to determine keyword matching logic.
In the Search For list, select the field name of the name or ID to be used for keyword matching.
Click the Search button.
A page opens with a list of results. depending on permissions, we may be able to do the following:
- Click an Edit or View to open an individual record.
- Click Return to Criteria to open a search form that includes your entered keywords.
- Click Save this Search to create a saved search.
- Click on of the export icons to export the list the list of results.
- Click the print or email icons to print or to email search results to one or more recipients.