How to Configure Search Options

Auto Search

  • By default, your add-in defaults with Auto Search; when a message is selected, the add-in will begin to search for related NetSuite records by entering the name and email address of the author of the specified email in the search box.

Manual Search

  • If you'd like to search for a specific NetSuite record, remove the search criteria in the search box and enter your own search terms.

    • Pro-tip: to search within specific record types, use NetSuite's Global Search Prefixes to obtain more exact results (jump to page 7 in the link for more information).

How to Configure Search Settings

  1. To set the default search behavior, click on the Settings button at the bottom of the add-in.

  2. Select from either the Automatic or Manual options.

  3. Save your preferences by minimizing the settings bar.