NetSuite Global Search, Mastered

00:00[Music] hey everyone happy sweet tip tuesday for this week's tip we are going to go through some of the tricks around the global search for this example uh the first keyboard shortcut to get to your global search if you don't want to move your mouse and go click on it you can hit your alt key and your g key and it'll take you right to your global search and then um so if we type into it i'm going to use my friend david as an example sometimes when you're searching for things and you put something in there and you get a nice long list of all the different records that exist in this suite with that in the name or in a custom field that you set to searchable um instead of going to the show more results maybe it's something you don't see in the list but you you do know that you have it we can filter these global search lists with prefixes so in this example

01:12i'm going to start with the employee record so we don't need to type out the full prefix you can you can say employee david and it'll only show you employee record types with david in the name or netsuite's fairly intuitive when it comes to this you can use the first two letters of whatever you're trying to search on and it'll know okay that's that's what you want so if i use em colon david i still get my employee david casas and then um maybe i know that i created some saved search for david can't quite remember what it is but i'm going to just use the se colon so now we only get we actually get two results so we get our search results and we also get our item our service item david to show up when we put se colon if we put one more letter we can again filter that a little bit further and then one last little tool so if we do our customer david you think oh you know

02:28this is my only customer but shoot i thought that i sense set something up with with david also in the name um we can add our plus sign at the end of it and we'll be able to find anything that's been set to inactive so this can be pretty handy because sometimes especially if you're an er you're in consultant or an admin jumping around to other accounts and somebody's like oh yeah this is this is that record and it's like hmm that didn't quite work we can put our plus sign just to make sure that they didn't inactivate something so there you have it hopefully you find some use for this throughout the week definitely one of those tricks the more you use it the more handy it is because it starts to become muscle memory at first it might be a little bit tough to get used to it but once you do it's uh definitely a worthwhile trick so have a great week [Music] you