NetSuite Search View Drag-and-Drop
Document Management for Saved Searches

How it Works

The tool is easily accessible through a “Search View” button on the record page. This feature relies on user-configured saved searches, allowing you to set up and initiate 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. In addition, Search View includes a list-based drag-and-drop file attachment feature, making it simple to add supporting documents directly from the search results. Instead of opening each record individually, users can drop files right into the results grid, streamlining document management and saving valuable time.

• Key Features

  Search View extends the power of NetSuite saved searches by turning them into interactive workspaces. Users can access it directly from a record page through the “Search View” button, instantly running saved searches tied to their specific context. Within the results, they can edit or view records inline, apply advanced conditional filtering, and highlight rows dynamically to bring attention to exceptions or critical statuses. The tool also supports in-grid calculations, allowing quick analysis without exporting data or switching screens. A major productivity enhancer is the list-based drag-and-drop file attachment feature, which lets users add contracts, invoices, receipts, or other documents directly into the search results without opening each record. Together, these features streamline workflows, reduce clicks, and make NetSuite searches more powerful for everyday use.

• Use Cases

  Search View supports a wide range of business functions by making NetSuite searches actionable. In sales management, for example, managers can quickly attach customer-specific documents such as signed contracts or proposals directly to records through the drag-and-drop feature. For financial analysis, accountants can use the tool to review transaction records in detail, identify discrepancies, and perform in-depth analysis that improves the accuracy of financial reporting. In inventory management, teams gain immediate visibility into stock levels and movements. At the same time, supplier invoices or delivery receipts can be attached directly to inventory records without navigating into each individual record. Finally, for vendor management, procurement teams benefit from the ability to bulk upload contracts, purchase agreements, and other documents directly into vendor records from a list view.

Smartes’ NetSuite Search View takes saved searches far beyond static reports, transforming them into a central workspace where teams can view, analyze, and act on data in real time. By combining advanced filtering, inline calculations, and list-based drag-and-drop document management, it eliminates unnecessary clicks and simplifies record handling across departments. Whether for sales, finance, inventory, or vendor management, the result is faster workflows, better visibility, and more efficient use of NetSuite. With Search View, organizations can turn everyday searches into a productivity tool that drives clarity and saves time.