SSEO - Record Title Field & Record Detail Field
Description
By default, each matching type uses two different NetSuite fields to display on each record in search results. We call those two fields, Record Title Field and Record Detail Field. This article explains how to change which NetSuite fields are used.
For example, by default, opportunities use the Document Number field as the title for each record in search results. Some users prefer to use the Title field instead.
How to Make Opportunity Records Display the Title Instead of the Document Number
Go to Customization → Lists Records & Fields → Record Types
On the SuperSync Email Matching Type row, click List
Click Edit next to the Matching Type you wish to change
Set the value of Record Title Field to "title"
Click the Save button
Examples
Compatible Record Types | Description | Value | Formula |
|---|---|---|---|
Opportunity | Display the Title of the opportunity instead of the Document Number. | title | No |
Opportunity | Display Document Number with Title if Title exists. | {tranid} || CASE WHEN {title} IS NULL THEN '' ELSE ': ' || {title} END | Yes |
Customer | If it’s a person, display First Name and Last Name. | CASE WHEN {isperson} = 'T' THEN TRIM({firstname} || ' ' || {lastname}) WHEN {companyname} IS NULL THEN {entityid} ELSE {companyname} END | Yes |
Employee | Display Email address with Phone number if Phone number exists. | {email} || CASE WHEN {phone} IS NULL THEN '' ELSE ' | ' || {phone} END | Yes |
Employee | Display First Name and Last Name with Job Title if Job Title exists. | {firstname} || ' ' || {lastname} || CASE WHEN {title} IS NULL THEN '' ELSE ' | ' || {title} END | Yes |
Project | Display Project Number with Project Name if Project Name exists. | {entityid} || CASE WHEN {jobname} IS NULL THEN '' ELSE ': ' || {jobname} END | Yes |
Defaults
| Record Base Type | Title Field | Details Field |
|---|---|---|
Entity | entityid | |
Transaction | tranid | name |
Opportunity | tranid | entity |
Case | casenumber | title |