How to Display Custom Saved Search Results in NetSuite Global Search

To customize global search results for customer records, follow these steps:

1. Create a Saved Search:

   Navigate to Reports > Saved Searches > All Saved Searches > New. Select "Customer" as the record type.

2. Add Desired Columns:

   On the "Results" tab, add the "Shipping Address" field (or any other relevant fields) to the columns.

3. Configure Search Preferences:

   • On the "Definition" tab, check the "Public" checkbox.
   • On the "Results" tab, check the "My Preferred Search Results" checkbox.

4. Save the Search:

   Provide a descriptive name for the saved search and save it.Once configured, NetSuite's global search will prioritize this preferred search under specific conditions:

   • If a global search query (e.g., "ABC Inc") returns results exclusively for customers, your preferred saved search will be utilized to display the customized columns.
   • To ensure the global search returns only customer records, use a record-type prefix such as "cust:" or "cu:" (e.g., "cust:ABC Inc"). This directs the search to specifically target customer records, increasing the likelihood of your preferred search being applied.