Every organization handles a substantial volume of data, serving not only as a critical asset but also as an essential link to related records. As businesses expand, ERPs generate transactions that contribute to an ever-growing pool of data, necessitating careful sifting through to find the pertinent information we need! Although accessing information can pose a challenge for many users, there are various navigation tools in NetSuite designed to enhance operational efficiency when working with dashboards, reports, and searches. In this blog, we will explore foundational tools to assist in navigating NetSuite.
6 NetSuite Shortcuts That Will Save You Time
1. Shortcuts
NetSuite features a Shortcut Portlet on the User Dashboard that allows users to consolidate all the vital information they need to access frequently. Another method for quick access is to add records to Shortcuts by clicking the Star Icon on the NetSuite page. Users can also create a NetSuite Shortcut Group, allowing all these pages to be organized in one location. Additionally, the Navigation Portlet SuiteApp can be utilized to simplify these processes.
2. NetSuite Keyboard Shortcuts
Specific keyboard shortcuts exist that can expedite the navigation experience for users. This is accomplished in NetSuite by pressing Alt + the specified underlined keyboard shortcut related to the field or subfield.
3. Recent Records
The Recent Records feature allows users to navigate to the last 12 records they accessed or worked on recently. This proves invaluable when users forget a particular action taken on a record or need to return to a previously viewed record! To access all Recent Records, select All Records for viewing or editing.
4. Portlets
NetSuite Portlets are a fantastic tool designed to personalize your dashboard for optimized navigation. They deliver quick snapshots of essential information directly on the user dashboard. Customization of existing portlets or the creation of new ones can be accomplished via the “Setup” tab.
5. Global Search Shortcuts
A crucial and straightforward navigation tool is the Global Search bar, positioned at the top center of the interface; it stands as the most robust navigation feature in NetSuite. When utilizing Global Search, users should prefix the record type being searched with a colon, followed by at least three letters of the record.
Example: – Customer – ERP Associates
Global Search Format – cus:ERP – To include inactive records in the search, append a ‘+’ sign. Example – cus:ERP+ – For cases involving uncertain spelling of the required record, the wildcard search formula using ‘%’ can be applied.
6. Quick Search Portlet
Quick Search represents an additional search tool to streamline navigation within NetSuite. This portlet can be placed on the dashboard for general and transactional searches associated with records along with their respective dates. Thus, Quick Search emerges as a useful alternative for routine checks on transactions and their corresponding information.
Conclusion
These navigation tools in NetSuite enhance accessibility and ease for searching records and transactions. They facilitate effortless data management and navigation, making your work simpler! For all things NetSuite, explore our “NetSuite Know-How” blogs.
