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Top 8 tips for Managing Lots of NetSuite Saved Searches

One thing I have found to be true with almost every company I have worked with that has been on NetSuite for a while is that saved searches tend to proliferate, and can become a big inefficient mess that is hard to deal with. Here are the best strategies I have found for managing a big list of saved searches:

    1. Use a company–wide naming convention for all saved searches to make them easier to sort. Naming convention guidelines:
      1. Avoid using a colon (:) in the saved search name as that can cause problems with the global search
      2. Use NetSuite's pagination to your advantage - you can reorder A search by clicking on a column,, so maybe have one person create all the saved searches for their department so you can sort by owner.
      3. By default, saved searches will be sorted by name - use a person's initials or department code at the beginning of the name for each saved search for that department.
      4. As of this writing, there is no way to set up a search portlet for saved searches, but the global search does work on saved search names. If you are consistent in the way you name searches, you can reuse some of the words later on in a global search to find just the relevant searches. For example, use 'KPI' in all saved searches that source a KPI, and you can then do a global search for KPI to find them all.
    2. Pruning – saved searches tend to multiply a number like hangers in a closet, so set yourself a regular tasks to go through your saved searches once a month and remove any that might have been created during testing, or are no longer used. Administrators can check a box to show all private searches, and they can clean up on others' behalf. You can sort saved searches by who or when they were last run, inactivating the older ones. If this causes a problem, it's easy to reactivate the search.