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FAQ: How do I exclude inactive NetSuite records when searching for records to attach my email to via ExtendSync Outlook?

ExtendSync Outlook | Excluding inactive from search

Updated yesterday

When searching for NetSuite records to attach emails to in ExtendSync for Outlook, you may notice inactive records appearing in the search results.

By default:

  • If you’re using ExtendSync without the NetSuite bundle, inactive records are automatically excluded from searches.

  • If you’re using ExtendSync with the bundle installed, you can manually adjust your NetSuite preferences to exclude inactive records from appearing.

How to Exclude Inactive Records from Search Results

  1. In NetSuite, go to Home → Set Preferences.

  2. Select the Analytics subtab.

  3. Locate the option Include Inactives in Global & Quick Search.

  4. Uncheck this box to prevent inactive records from being displayed in search results.

💡 Tip:
This setting affects all global and quick searches in NetSuite, including searches triggered through ExtendSync for Outlook.

Result

Once the Include Inactives in Global & Quick Search preference is unchecked:

  • ExtendSync searches will no longer display inactive records.

  • Your record suggestions and manual search results will show only active entities and transactions.

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