How come when I type in account: in the global sea...
# ask-stanley-ai
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How come when I type in account: in the global search bar, I don't get a dropdown of my CoA codes? What do I need to modify to achieve this?
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** The global search bar in NetSuite does not support the dropdown of Chart of Accounts (CoA) codes by default. This is because the global search bar is designed to search for records, transactions, and other entities in NetSuite, not specific fields within those entities. However, you can achieve a similar result by creating a custom saved search for your Chart of Accounts. Here's how you can do it: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Account from the list of record types. 3. In the Criteria subtab, you can set any filters you need. 4. In the Results subtab, add the fields you want to display in the search results. For example, you might want to include Account Number and Account Name. 5. Save the search. Now, when you want to find a specific account, you can go to the saved search and use the filters to narrow down the results. This isn't quite the same as having a dropdown in the global search bar, but it can help you find the accounts you need more quickly. If you need more advanced search capabilities, you might want to consider using SuiteAnalytics Workbooks. This feature provides more robust data analysis and reporting capabilities, including the ability to join data from multiple record types, which is not possible in saved searches.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82711941
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813914359
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812314153
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