Specifying Parameters
You can specify the following parameters and field names, as described below:
- Filter parameters
- Result Limit parameters
- Entity type field names
- Transaction type field names
Specifying Filter and Result Limit Parameters
The following parameters can be passed from the CTI panel to NetSuite:
- Filter parameters
- Result Limit parameters
Specifying Filter Parameters
The supported Filter parameter naming syntax is:
- cti_<label> (where a label can be a name, number, or date, but it can not be global) — searches for all NetSuite record types
- cti_entity_<fieldname> — searches for all entity types
- cti_transaction_<fieldname> — searches for all transaction types
Example | Search Executed |
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(cti_number OR (cti_entity_entityid AND cti_entity_address) OR |
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internalid |
Specifying Result Limit Parameters
Result limit (integer) search parameters can be defined in two places:
- on the call center center portal
- within NetSuite
To define the Result Limit search parameters (integer) on the call center portal, enter the following information:
- cti_global
- cti_entity
- cti_transaction
To define the the Result Limit search parameters within NetSuite:
- Navigate to Netsuite > Setup > Company > General Preferences > Custom Preferences tab.
- Enter the following parameter for each of the following fields:
- Entity Search Count
- Transaction Search Count
- Global Search Count
If the parameters at both ends are left blank, then the results show the maximum rows or the highest limit.
Specifying Search Parameter Field Names
There are two types of search parameter field names:
- Entity type
- Transaction type
Specifying Entity Type Field Names
The following lists the search parameter field names for the Entity type (the operator is applied on the given search value):
Operator | Valid Values | Field Name | ||
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contains |
string |
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is |
string |
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is |
T or F (not true or false) |
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|
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on |
date |
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|
Specifying Transaction Type Field Names
The following lists the search parameter field names for the Transaction type (the operator is applied on the given search value):
Operator | Valid Values | Field Name | ||
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contains |
string |
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|
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is |
string or number |
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|
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is |
T or F (not true or false) |
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|
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on |
date |
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equalto |
numeric |
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