NetSuite is a strong tool, but it can be tricky to use without knowing its features, like adding new customers or using quick shortcuts. Folio3’s NetSuite experts have put together their top tips and handy keyboard shortcuts.
Now that you (or your business) are using NetSuite, it’s time to learn how to get the most out of it. With years of experience, our NetSuite consultants can help you understand it easily and get the data that matters most for each employee’s role.
Read this blog to learn how the seven NetSuite search shortcuts we’ve shared can help you save a lot of time!
Top 7 NetSuite Search Shortcuts That Will Save You Time
1. Global NetSuite Search Shortcuts
Global Search is one of the quickest ways to locate data within NetSuite. It is accessible from the Oracle NetSuite header and remains anchored at the top of every page. You can swiftly navigate to the Global Search field using the shortcut Alt+G.
NetSuite’s Global Search uses specific prefixes to narrow and optimize search results. These prefixes consist of some or all letters of a standard or custom record type, followed by a colon or caret.
For example:
- Case
- Contact (CON)
- Customer (CUS)
- Estimate (EST)
- Item (ITE)
- Job
- Opportunity (OPP)
- Sales Order (SAL)
To refine your search, add a colon to separate the record from the shortcut search term and include at least three alphabetic or numeric characters. For instance, CUS: ABC searches for a customer with “ABC” in their name.
2. Advanced Global Search Shortcuts
For more precise search results, use pattern match functionality:
- Quotations (“45”): Displays exact matches.
- % Wildcard: Can be used at the beginning (%45), the end (45%), or both ends (%45%) of the search term to match any records containing the sequence.
- Underscore (Cus:4_5): Matches any three-digit customers starting with 4 and ending with 5.
- OR (4% OR 49% OR 495%): Combines multiple search criteria.
3. Keyboard and Dashboard Shortcuts
Date Shortcuts: When editing or completing forms, these shortcuts quickly change dates in any Date field in NetSuite:
- Press t: Enters today’s date.
- Press y: Enters yesterday’s date.
- Press T (uppercase t): Enters tomorrow’s date.
- Press m: Enters the last day of the month.
- Press p: Enters the end of the current period (if using accounting periods).
- Press l (lowercase L): Enters the end of the previous period.
- Press +: Increases the date by one day.
- Press -: Decreases the date by one day.
4. Navigation and Shortcut Portlets
Recent Records
This feature allows you to quickly navigate back to recently accessed information. The Recent Records icon in the header bar shows the last 12 records viewed. Clicking “All Recent Records” displays a full list, including the record type and the date last accessed. Additionally, the Recent Records Portlet lists recently created or modified records with quick access links.
Navigation Portlet
Custom portlets are valuable for optimizing navigation. You can add custom portlets by clicking “Personalize” on your dashboard and selecting “Custom Portlet” from the Standard Content tab. Download the Navigation Portlet SuiteApp to create groups and categories for frequently used shortcuts.
5. Shortcuts Portlet and Menu
The Shortcuts Portlet contains links for easy access to frequently used records, transactions, lists, and reports. These links also appear on the Shortcuts Menu, indicated by the star icon on the navigation menu.
Adding Shortcuts: There are two methods:
- From the page you want to link to:
- Mouse over the star icon and select “Add to Shortcuts.”
- Edit the shortcut link name.
- Check “Open New Window” if desired.
- From the Shortcuts Portlet:
- Click “New Shortcut.”
- Enter a name and URL for the link.
Customizing the Shortcuts Portlet
Reorder shortcut links by clicking “Set Up” in the Shortcuts Portlet menu. This opens a popup window where you can drag and drop links, rename them, or remove shortcuts by clearing the “Enable” box next to each one.
6. Customizing Email Preferences
NetSuite allows customization of email profiles to streamline emails sent within the system. Navigate to Home > Set Preferences to update the name in the “From” field, the “From Email Address,” and add a custom signature.
Custom Signature
Use HTML markup to create a signature or NetSuite’s email editor for rich formatting. To add an image, upload it to NetSuite’s File Cabinet, copy the URL, and paste it into the email editor. Save the HTML markup in the Signature field under Set Preferences.
7. Supporting You Along the Way
For more tips on managing NetSuite, check out the Learning Cloud Support (LCS) Course: NetSuite Administrator Fundamentals. LCS provides subscription training that includes on-demand lessons, practical exercises, and various learning options to boost your system skills and efficiency.
Join the NetSuite Support Community to share information, experiences, and advice with other professionals. This online forum is a great place to ask questions and start discussions.
Benefits of Using NetSuite Shortcuts
NetSuite shortcuts offer many benefits for users who want to work faster and get more done. By cutting down the time spent clicking through menus and repeating tasks, shortcuts let users focus on more important work.
They make it easier to access key functions quickly, which helps improve overall efficiency. Learning these shortcuts can also reduce errors, as users become more skilled with the system.
This increased skill not only enhances individual performance but also helps team collaboration and project timelines. In short, using NetSuite shortcuts is a simple and effective way to improve business processes and achieve better results.
Conclusion
Using these NetSuite shortcuts every day can really boost your efficiency and productivity. Whether it’s using global search, keyboard shortcuts, custom dashboards, or setting email preferences, these tips aim to make your tasks easier. Implement these shortcuts to improve your workflow and get the most out of NetSuite for your organization.
