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NetSuite is a complex software, but that doesn’t mean users can’t effortlessly navigate through the different actions. And when time is of the essence, it’s crucial to feel comfortable enough to find data and reports at a moment's notice.
Here are a few tips and tricks for the global search bar, enabling you to grab that information before asked:
Alt+g
Brings cursor to global search bar
%
Adding a wildcard (%) to your keyword gives you a bit of wiggle room when you don’t know what you are looking for.
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OR
Use OR as a separator in keywords to how records containing any of the keywords
+
Append a (+) to your keywords to include inactive records in global search
^
To search a specific record type, add a caret (^) or a colon (:) after a prefix for that record type
“”
Enclose a keyword search string in quotation marks (“ ”) or end it with a backslash (\) to yield only exact character match result
: :
Add an extra colon (:) after the (prefix)+(:) combo to open the search in a new browser tab
Page
When you don’t know how to navigate to a particular page, type Page: and add keywords
Instead of typing out full words, here are common prefixes to get your records faster:
Cam → Campaign
Cash → Cash Sale
Con → Contact
Cust → Customer
Emp → Employee
Est → Estimate
Ev → Event
Exp → Expense Report
Fi → File
Invo → Invoice
Iss → Issue
It → Item
And to get on top of past, current, and future dates, a couple shortcuts:
T → Input the current date
Y → to input yesterday's date
Shift+T → to enter tomorrow's date
L → to input into the end of the previous period
P → to input the end of the current period
M → to input the last day of the month
For more tips and tricks, sign up for our monthly newsletter or follow us on social media! For anything else, visit gurussolutions.com
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