Searching for Records

NetSuite includes several search tools to help you find and view your records. Here is a summary of the available tools with links to more information:

• Global search – A search field appears in the center of the NetSuite header so that it is accessible everywhere in NetSuite. You can enter keywords here to search your entire NetSuite account. See Global Search.

• Search crosslink – This link in the upper right of most record and lists pages opens a search page for the current record type. From this page you can search using the following methods:

  • Simple search – Use the filters on the page to search. See Defining a Simple Search.

  • Advanced search – Check the Use Advanced Search box to switch to advanced search mode. See Defining an Advanced Search)

    Saved search – Click Create Saved Search to open a page where you can define a search that you and others can run repeatedly for dynamically updated results. See Defining a Saved Search.

• Quick find – Many NetSuite pages include an icon (Quick Find) at the top of the page that you can click to search for other records of the same type. See Quick Find.

• Dashboard search portlets – Several portlets are designed to help you search for records. These are:

  • Custom Search – Displays the results from a saved search in a list. See Displaying Saved Search Results in Dashboard Portlets.

  • Quick Search – Contains a form where you can search for records of a selected type using a filter and keywords. See Quick Search Portlet.

  • Search Form – Similar to Quick Search, but the form is more complex and can be personalized. See Adding Personalized Search Forms to NetSuite Pages.

General Notices