The Main Search is used to search for entities within your NetSuite account.
Place a checkbox next to each entity type you'd like to search.
Select a sales rep to filter search results by. Only those entities assigned to the specified sales rep will be returned. Check the Show inactive sales reps to display inactive sales reps in the dropdown.
Use the Category dropdown to filter results based on the built-in NetSuite category field. Customer category defines a list of values that are used by the customer record to set the type of customer. To add options to this list, go to Setup > Accounting > Accounting Lists > New and click Customer Category.
In the above screenshot, there are two fields added to the main search filters; Hardware Sales Rep
and Customer Credit on Hold
. These are custom fields that are added via the User Interface
options. Any field that is a select or checkbox is available as a filter.
Enter a zipcode or postal code to filter the result by.
- Products purchased: Select a product category that will filter results using products that customers have purchased.
- Products for sale: Select a product category that will filter results using products that vendors or partners have sold.
Selecting this option will cluster nearby markers instead of showing individual markers. As you zoom in on the map, the clusters will expand into individual markers.