To set up your saved search to be used as your preferred simple search form, go to the Available Filters subtab of the saved search definition page, add filter fields, and check My Preferred Search Form.
For example, you can set up the following search to be your preferred form for customers:
Setting a Preferred Search Form for Other Users
The Roles subtab of each saved search page has a set of Preferred Form check boxes you can use to apply the saved search's available filters to the simple search form, for some or all of the search audience.
To use a saved search as the preferred form for all users, check Preferred Search Form.
You must first make the search public and add at least one filter to the Available Filters subtab, before you check this box.
To use a saved search as the preferred form for a subset of the audience, check Form boxes for specific roles.
Your setting for My Preferred Search Form overrides Preferred Search Form settings here.
Forms are the pages used to enter information into the NetSuite database. Setting preferred forms for your employees lets you control the entry and transaction forms employees use to enter data. This maintains consistency in your company and lets you capture the information that is most important to your business.