Quick Find
NetSuite provides quick find capabilities from many pages, so that you can quickly find another record of the same type.
Quick Find is available when a magnifying glass icon is shown in a page header.
Transactions Quick Find
You can click the Quick Find icon on a transaction page to find a specific transaction, or set of transactions of the same type, based on their dates, numbers, or associated entity name.
When you click the icon, a Quick Find popup opens. In the popup, enter a name, date, transaction number, or a combination, and click Submit.
-
If one transaction matches, as in cases where you enter a number, its transaction record opens.
-
If more than one transaction matches, as in cases where you enter a name or a date, a Found page opens with a list of matching transactions. Each transaction in the list includes a link that you can click to open its transaction record.
Records Quick Find
You can click the Quick Find icon on a record page to quickly search records of the same type.
When you click the icon, a popup keywords box opens. Type in keywords, and press Enter or click the Go button.
-
If one record matches your keywords, the record opens.
-
If more than one record matches, a Search Results page opens with a list of matching records. Each record in the list includes links that you can click to open the record in view or edit mode. This results page also includes the buttons included on other search results pages, so that you can email or export search results.
For example, when viewing a customer record, click the Quick Find icon in the header, enter keywords in the box, and press Enter to find all customer records that match the keywords.