- Tyson Andrews
- November 9, 2023
Search View
Discover NetSuite's Search View, a dynamic tool that transforms data accessibility with tailored searches and advanced filtering
Easy to Install
Prevents Conflicting Changes
Plug and Play Solution
This solution is very easy to configure. The demo below demonstrates the configuration steps.
Use Cases
- Sales Management: Sales managers can instantly access and analyze customer purchase histories directly from customer records, supporting personalized sales strategies.
- Financial Analysis: Accountants use the tool to scrutinize transaction records for discrepancies and conduct in-depth analysis, enhancing accuracy in financial reporting.
- Inventory Management: Inventory managers gain immediate insights into stock levels and movements, supporting efficient inventory planning and control.
- Project Management:: Project managers receive real-time visibility into project statuses and resource allocations, facilitating more effective project oversight.
Search View solution
Features designed for you
Elevate your decision making with detailed, context-specific insights at the click of a button
Enhance your business intelligence and decision-making with Smartes' Search View. This search view tool enhances your data management, providing tailored and detailed insights, and offering advanced filtering options for decision-making. It empowers you with custom-tailored insights and advanced filtering capabilities, turning complex data into actionable knowledge at your fingertips.
How it Works
The tool is easily accessible through a "Search View" button on the record page. This feature relies on user-configured searches, allowing you to set up and initiate saved searches that are relevant to your specific context. It not only displays detailed data about the record but also supports various calculations, enabling comprehensive analysis directly within the interface. One of its key features is advanced conditional filtering, which dynamically highlights rows in your search results based on your defined criteria or statuses, significantly enhancing data clarity and usability.
Enhance Your Insights Today
Unlock Advanced Search Capabilities
$750 /Once
- No limits on downloads
- Includes free future updates
- Must pay for any additional features to implement
Yes, you can save custom search views. Once a search view is configured, simply save it under Saved Searches in NetSuite, allowing quick access for future use without needing to reapply filters or settings.
Search View supports various record types, including customer, sales order, transaction, and inventory records. This versatility enables tailored searches across departments, from sales to finance, enhancing data accessibility and analysis.
You can arrange a demo or get more information by reaching out to us through the contact details provided. Please let us know a date that works for you at least a week in advance and what solution you would like a demo of. We may guide you to a link of one of our demo videos.
You can contact us at sales@entartes.com or call 1-800-606-4404
Smartes is located at 24285 Katy Freeway, Suite 300, Houston, TX 77494
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- Tyson Andrews
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