Written by: Gam Tran
As a finance user, you may have encountered the challenge of finding inactive records on Global Search in NetSuite. By default, only active records are displayed, making accessing the information you need difficult. However, there is a simple solution to this issue. In this blog post, we will guide you on how to enable the option to show inactive records on Global Search in NetSuite.
To begin, follow these steps:
1. Go to NetSuite's Home tab and click "Set Preferences."
2. In the Set Preferences window, navigate to the Analytics subtab.
3. Look for the "Include Inactives in Global Search" checkbox and ensure it is selected.
4. Click the "Save" button to apply the changes.
Enabling this option will enhance the effectiveness of your global searches by allowing you to view both active and inactive records. Including inactive records in the search results will enable you to access the information you need without limitations easily.
This feature provides a faster and more efficient way to utilize the Global Search functionality in NetSuite. It ensures you have access to all relevant records, whether active or inactive. With this option enabled, you can maximize the effectiveness of your searches and find the information you need with ease.
Conclusion
In conclusion, you can overcome the limitation of only seeing active records in your search results by enabling the "Include Inactives in Global Search" option in NetSuite's Set Preferences. This simple adjustment will significantly improve your experience and productivity when using Global Search. Take advantage of this feature and make your finance tasks in NetSuite even more efficient.
Please contact our dedicated Success team if you have further questions or need assistance. We are here to help you achieve the utmost value from your NetSuite experience.
Remember, Etter & Ramli's mission is to help you deliver Customer Excellence through Marketing and Strategy Execution. We are committed to providing the tools and insights you need to succeed in your finance operations.
Etter+Ramli as the Trusted, Independent Managed Services Provider for NetSuite
Using NetSuite Managed Services could be your growing company's best strategic move. NetSuite Managed Services offers a comprehensive solution, granting companies access to a team of experienced NetSuite administrators and consultants to manage their NetSuite ERP. Typically, this service is more affordable than hiring in-house staff. When you use managed services, your systems are always up-to-date. In the world of IT, systems are consistently upgraded and patched and come with a slew of security protocols. It is a lot to handle, but your teams can handle this when implementing managed services.
The goal is to ensure your NetSuite instance supports your business’ growth.
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Etter+Ramli is an Independent Managed Success Provider for NetSuite clients. We are NOT partnered with Oracle NetSuite and do not take commissions. We bring our knowledge, expertise, and passion for success to our clients. We help clients Buy, Deploy, Grow, and Abandon NetSuite. We engage as a client-side managed service to ensure our priorities align with our clients.
To explore the benefits of retaining Etter+Ramli as your Managed Success Provider, contact Todd Kimpton or visit our website for a free consultation today.
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