Some functions in this ebook

require either the free Adobe

Reader or Adobe Acrobat.

NetSuite Shortcuts That

Will Save You Time

Contents Next
 NetSuite Shortcuts That Will Save You Time

NetSuite Shortcuts That Will Save You Time

We’re all looking for ways to get work done faster. With a few
quick clicks, you can navigate NetSuite dashboards, reports,
and searches faster and more efficiently.

Here are some simple NetSuite shortcuts that can help your
team be more productive every day.

Contents Prev Next 2

 NetSuite Shortcuts That Will Save You Time

1. Global Search Shortcuts

Global Search is often the quickest way to locate data in
NetSuite. Locate the Global Search box at the center of the
Oracle NetSuite header. Global Search stays anchored at the
top of every NetSuite page, regardless of the page you are on.
Global Search
You can quickly navigate to the Global Search field with Alt+G.

There are also several record type prefixes that can be used
as search keywords to narrow and optimize search results.
A search prefix is made up of some or all letters of a standard
or custom record type, plus a colon or caret:

• Case • Item (ITE) Customer Search

• Contact (CON) • Job
When using prefixes, add a colon to separate the record from
• Customer (CUS) • Opportunity (OPP)
the shortcut search term, and add at least three alphabetic or
• Estimate (EST) • Sales Order (SAL) numeric characters in the search term to narrow your search.
Example: CUS: ABC searches for a customer with ABC in
Tip! If you rename the record type,
the name.
the search prefix will change as well.

Contents Prev Next 3

 NetSuite Shortcuts That Will Save You Time

Advanced Global Search Shortcuts 2. Keyboard and Dashboard Shortcuts

Global Search returns exact matches for numeric keywords to
Date Shortcuts
avoid a large number of search results. You can improve your
When editing or completing forms, there are several shortcuts
search results by using pattern match functionality:
to quickly change dates in any Date field in NetSuite:
Shortcut Type Example Example Search Result
• Press t to enter today’s date.
Quotations “45” Displays exact match.
• Press y to enter yesterday’s date.
% Wildcard in front Cus: %45 Any customers containing
% Wildcard in front and back Cus: %45% 45 are returned. • Press T (uppercase t) to enter tomorrow’s date.

% Wildcard in back
% Wildcard front and back
All customers starting with • Press m to enter the last day of the month.
Cus: 495%
495 are returned.
• Press p to enter the end of the current period (if you use
Any records containing 495
%495% accounting periods).
are returned.

Any three-digit customers • Press l (lowercase L) to enter the end of the previous
Underscore Cus:4_5 starting with 4 and ending
with 5 are returned. period (if you use accounting periods).

OR (in capital letters)

4% OR 49%
Combine a search. • Press the plus sign (+) to increase one day.
OR 495%

• Press the minus sign (-) to decrease one day.

Contents Prev Next 4

 NetSuite Shortcuts That Will Save You Time

Subtab Shortcuts
When using tabbed pages, keyboard shortcuts let you
quickly switch among subtabs. Each subtab has a single letter
underlined in the title. Press Alt (option on Mac keyboards) Subtab Shortcut

and the corresponding letter to switch to that subtab.

Example: Alt+S for Shipping subtab.

The cursor then appears in the first field on the

corresponding subtab.

Recent Records
If you’re looking to quickly navigate back to recently accessed
information, Recent Records displays the last 12 records you
viewed. Hover over the recent records icon in the header bar
to view a full list of recent records. Click All Recent Records to
view a full list of recent records. This list includes record type
and the date the record was last accessed.
All Recent Records
You can also access this information by visiting the Recent
Records Portlet. This portlet displays a list of records that you
have recently created or modified, with links for quick access
to those records.

Recent Records Portlet

Contents Prev Next 5

 NetSuite Shortcuts That Will Save You Time

3. Navigation and Shortcut Portlets

Custom portlets are a valuable tool for customizing your
dashboard to optimize navigation. To add custom portlets,
click Personalize in the upper right corner of your dashboard,
or use Personalize Dashboard in the Settings portlet. On the
Standard Content tab of the Personalize Dashboard palette,
Navigation Portlet
click the Custom Portlet icon or drag it onto the dashboard.

Navigation Portlet
Download the Navigation Portlet SuiteApp to create groups
and categories for shortcuts or links you frequently use in
NetSuite. The portlet will display any customized groups and
categories on your dashboard.

Shortcuts Portlet and Menu

The Shortcuts portlet contains links that you can click for easy
access to your most frequently used records, transactions,
lists, and reports.

These same links also appear as options on the Shortcuts

Menu, indicated by the star icon on the navigation menu.

You can add, remove, and change the order of shortcut links
Shortcuts Menu
in the Shortcuts portlet and Shortcuts menu. You can also

Contents Prev Next 6

 NetSuite Shortcuts That Will Save You Time

set up shortcuts to open linked pages in new windows. Any

changes you make are applied to both the Shortcuts Portlet
and the Shortcuts Menu options.

Tip! If you add the Shortcuts Portlet to

multiple pages, the portlet always maintains Shortcuts Portlet
the same links on every page.
Adding Shortcuts
There are two methods to add shortcut links to the
shortcut portlet:

1. Add a shortcut from the page you want the shortcut to go to:

• Mouse over the star icon on the navigation menu and select
Add to Shortcuts.

• Edit the name for the shortcut link.

• Check the Open New Window box if you want the link to
open in a new window.

Shortcuts Menu

Contents Prev Next 7

 NetSuite Shortcuts That Will Save You Time

2. Add a shortcut from the Shortcuts portlet:

• Click New Shortcut on the portlet menu.

• Enter a name for the shortcut link.

• Enter the URL for the page.

• Check the Open New Window box if you want the link to
open in a new window.
Customizing the Shortcut Portlet
You can customize the Shortcut Portlet by reordering shortcut
links that have been added. To navigate to the customization
screen, click Set Up in the Shortcuts portlet menu or the Set
Up Shortcuts option on the shortcuts menu. This will open
a separate popup window. To reorder, drag the shortcut row
where you want it, or use the Move to Top or Move to Bottom
buttons. Click Save. You can also rename a shortcut link within
this window by editing the Label field.
Customizing the Shortcut Portlet
Removing Shortcuts
To remove any shortcut within the portlet, open the Set Up
Shortcuts popup window, then clear the Enable box next to
each shortcut that you want to remove. Note that Shortcuts
that were created when a dashboard was published for you
appear with asterisks. The publisher may have restricted
these shortcuts so that you cannot remove them.

Contents Prev Next 8

 NetSuite Shortcuts That Will Save You Time

4. Customizing Email Preferences

To simplify emails sent within NetSuite, you can set up an
email profile to determine the following:

• Name that appears in the From field

• The From Email Address

• Custom Signature

Name and From Email Address

To customize or update the name and email address for
NetSuite emails, navigate to Home > Set Preferences. To
customize the name you want to appear in the From field, edit
the Nickname field. In the From Email Address field, enter the Messages > Email or from the Email Templates record. The
email address you want to appear in the From field on emails editor is the same in all cases.
you send and then click Save.
Once in the NetSuite Email Editor, create an email signature
Custom Signature by navigating to Documents > Templates > Email Templates >
In the Signature field located in Set Preferences, you can New. Enter your signature information directly into the editor.
enter an email signature using HTML markup. If you are not
To add an image to a signature, first make sure the image
familiar with working with HTML, the simplest way of creating
has been uploaded to NetSuite’s File Cabinet. Open a new
an email signature containing rich-formatted text, images,
browser tab/window and go to Documents > Files > File
and links is to use NetSuite’s email editor. You can access
Cabinet. Locate the required image file and click Edit. Copy
the editor either by clicking the Communications subtab >
the URL, which begins https://system.netsuite.com/.

Contents Prev Next 9

 NetSuite Shortcuts That Will Save You Time

Return to the email editor and click the image icon. Paste the
File Cabinet image URL into the URL field. Input sizing and
alignment options as required. Click OK. Switch to the editor’s
markup view by clicking the DIV icon. Copy all lines of the
markup code. Once copied, go to Home > Set Preferences.
Clear any existing content from the Signature field and paste
in the copied HTML. Check the Add Signature to Messages
box and click Save.

Tip! You can save the email template file for

future use.
URL Field

Contents Prev Next 10

 NetSuite Shortcuts That Will Save You Time

Supporting You Along the Way

If you want a deeper dive into more NetSuite admin tips,
check out this Learning Cloud Support (LCS) Course:
NetSuite Administrator Fundamentals.

LCS provides subscription-based training that allows all

NetSuite users to engage in continuous education easily
and cost-effectively. With on-demand learning, hands-on
lab exercises and multiple training options, LCS can help
accelerate your entire organization’s system knowledge
and productivity.

Join the NetSuite Support Community

The NetSuite Support Community is an online gathering
place for NetSuite professionals to share information,
experiences and advice. Ask a Support Guru for help
with how-to questions, or start a public discussion with
the community.

Contents Prev Next 11

www.netsuite.com

Infonetsuite_WW@oracle.com
877-638-7848

Copyright © 2022. Oracle and/or its affiliates. Oracle, Java, and MySQL are registered trademarks of Oracle and/or its affiliates.
Other names may be trademarks of their respective owners.

Contents Prev