NetSuite is a powerful tool that can improve business processes and insights. However, for many users, the robust nature of the tool can make doing some basic tasks seem daunting. But fear not; ServiceRocket has the expertise to help you succeed.

In ServiceRocket’s How-To Tip series, our team of experts share answers to the most commonly asked “how-to” questions. In this installment, find out how to quickly use global search prefixes to find your NetSuite records.

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How-to Search NetSuite Records Using Global Prefixes

Finding the right NetSuite record can sometimes be a chore. But with global search prefixes, it doesn’t have to be. To help you quickly find records within your NetSuite account, follow these three simple steps:

1. Choose the Record Type Prefix you want to use in your search. For example, you can select the "con" prefix for the "contact" record type.
2. In the Global Search Bar, enter the prefix followed by a colon (:) and the name of the record.
3. Select the record you are searching for.

You can repeat the above steps for other record types as well. You can find a full list of global search prefixes here. For a visual walkthrough, check out the video below:

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Stay Tuned for More Tips

With short videos and step-by-step instructions, you’ll get insight into NetSuite operations in easy-to-digest and simple content formats that you can return to anytime. Like this tip? Check out the other tips in our full series.

When you partner with ServiceRocket, you can get the visibility and control to make the right decisions for right now and in the future. As the most reliable partner in the acceleration of your growth, we understand how important it is to fully adopt and use the technology in which you invest. 

Our team of experts is here to help you maximize your NetSuite investment by customizing it to fit how your business operates.

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