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

  1. Go to Customization → Lists Records & Fields → Record Types

  2. On the SuperSync Email Matching Type row, click List

  3. Click Edit next to the Matching Type you wish to change

  4. Set the value of Record Title Field to "title"

  5. 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.
Example: OPP00000034: My Test Opportunity
Example: OPP00000035

{tranid} || CASE WHEN {title} IS NULL THEN '' ELSE ': ' || {title} END

Yes

Customer
Lead
Prospect
Vendor

If it’s a person, display First Name and Last Name.
Otherwise, if Company Name exists, display that.
Otherwise, display Customer ID/Lead ID.

CASE WHEN {isperson} = 'T' THEN TRIM({firstname} || ' ' || {lastname}) WHEN {companyname} IS NULL THEN {entityid} ELSE {companyname} END

Yes

Employee
Contact
Customer
Lead
Prospect
Vendor

Display Email address with Phone number if Phone number exists.
Example: john.smith@example.com | (123) 456-7890
Example: jane.doe@example .com

{email} || CASE WHEN {phone} IS NULL THEN '' ELSE ' | ' || {phone} END

Yes

Employee
Contact

Display First Name and Last Name with Job Title if Job Title exists.
Example: John Smith | Developer
Example: Jane Doe

{firstname} || ' ' || {lastname} || CASE WHEN {title} IS NULL THEN '' ELSE ' | ' || {title} END

Yes

Project

Display Project Number with Project Name if Project Name exists.
Example: 12: My Test Project
Example: 36

{entityid} || CASE WHEN {jobname} IS NULL THEN '' ELSE ': ' || {jobname} END

Yes


Defaults

Record Base TypeTitle FieldDetails Field

Entity

entityid

email

Transaction

tranid

name

Opportunity

tranid

entity

Case

casenumber

title


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