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FAQ: Search by Prefix feature in CloudExtend Outlook Bundle
FAQ: Search by Prefix feature in CloudExtend Outlook Bundle

OLNS | Troubleshoot when customers, contacts, and other records are not found in Outlook auto search

Updated over a week ago

The Enable Search by Prefix changes the way the bundle global search is performed. The global search is normally performed using the raw search terms provided by the user in the app. However, when this feature is enabled a record type prefix is appended to the search term when CloudExtend connects to NetSuite. As an example, when searching for a customer with the search phrase “3M” the global search will use  “3M” as the search term. When this feature is enabled this changes to “cus:3M”. 


If your org has renamed your records please be sure to map your record name to the standard NetSuite name (details below). Failure to do so will result in incomplete search results. For example, if the customer record was renamed to Account the prefix enabled search will fail since cus:3M would be sent as the search criteria and only acc:3M would be a valid term. The remapping outlined below will solve this issue.

Who should enable search by prefix?

The feature should be enabled by customers who meet the following criteria:

Customers having a large number of records that match a particular search term which can cause timeouts or too much data being returned in the add-in.

How do I enable search by prefix?

Your NetSuite admin should follow the steps below.

Step 1: Go to Customization> Scripting> Script Deployment> Filter Type to RESTlet and version = 2.0.

Step 2: Navigate to the Script Deployment: customscript_celigo_global_search.

Step 3: Navigate to the  Script Parameters tab as shown below:


Further customizing to support non-default record names

If your company desires to use the Search by Prefix feature AND has changed the default NetSuite record names you must remap those using the format in the screenshot below {"netsuitename":"customname"}. For example below will replace searches for customer records with acc:search term.

Disabling search by prefix

If you find it necessary to disable search by prefix follow steps 1-4 above and uncheck the ENABLE SEARCH BY PREFIX box.

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