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Specifying Parameters

You can specify the following parameters and field names, as described below:

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
  • cti_number=123
  • cti_entity_entity_id=phil
  • cti_entity_address=streetsville
  • cti_transaction_number=101
  • cti_transaction_item=12

(cti_number OR (cti_entity_entityid AND cti_entity_address) OR
(cti_transaction_number AND cti_transaction_item))

  • cti_entity_internalid=123

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:

  1. Navigate to Netsuite > Setup > Company > General Preferences > Custom Preferences tab.
  2. 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:

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

contains

string

  • address
  • addressee
  • addresslabel
  • attention
  • comments
  • entityid
  • externalidstring

is

string

  • addressphone
  • city
  • countrycounty
  • email
  • externalid
  • fax
  • globalsubscriptionstatus
  • internalid
  • language
  • level
  • permission
  • phone
  • phoneticname
  • representingsubsidiary
  • state
  • subsidiary
  • type
  • zipcode

is

T or F (not true or false)

  • giveaccess
  • isdefaultbilling
  • isdefaultshipping
  • isinactive

 

 

on

date

  • datecreated
  • lastmodifieddate

 

 

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

contains

string

  • authcode
  • billaddress
  • billaddressee
  • billattention
  • cccustomercode
  • externalidstring
  • gcoavsstreetmatch
  • gcoavszipmatch
  • gcobuyerip
  • gcopromotionname
  • gcostatechangeddetail
  • giftcertificate
  • memo
  • memomain
  • message
  • otherrefnum
  • shipaddress
  • shipaddressee
  • shipattention
  • title
  • trackingnumbers

is

string or number

  • account
  • accounttype
  • appliedtolinktype
  • appliedtotransaction
  • applyinglinktype
  • applyingtransaction
  • approvalstatus
  • avsstreetmatch
  • avszipmatch
  • billcity
  • billcountry
  • billcounty
  • billingschedule
  • billingtransaction
  • billphone
  • billstate
  • billvariancestatus
  • billzip
  • binnumber
  • ccname
  • ccnumber
  • class
  • commit
  • confirmationnumber
  • costcomponentcategory
  • costcomponentitem
  • costestimatetype
  • createdby
  • createdfrom
  • cscmatch
  • currency
  • customersubof
  • customform
  • custtype
  • department
  • deposittransaction
  • draccount
  • email
  • employee
  • entity
  • entitystatus
  • expreports
  • externalid
  • forecasttype
  • fulfillingtransaction
  • fxaccount
  • gcocreditcardnumber
  • gcocscmatch
  • gcofinancialstate
  • gcofulfillmentstate
  • gcoorderid
  • intercostatus
  • intercotransaction
  • internalid
  • item
  • itemrevision
  • itemsubof
  • leadsource
  • location
  • mainname
  • merchantaccount
  • nextapprover
  • opportunity
  • paidtransaction
  • partner
  • partnerrole
  • partnerteammember
  • payingtransaction
  • paymenteventholdreason
  • paymenteventresult
  • paymenteventtype
  • paymentmethod
  • paypalstatus
  • paypaltranid
  • pnrefnum
  • poastext
  • postingperiod
  • pricelevel
  • promocode
  • purchaseorder
  • recordtype
  • revcommitstatus
  • revcommittingtransaction
  • revenuestatus
  • reversalnumber
  • salesorder
  • salesrep
  • salesteammember
  • salesteamrole
  • serialnumber
  • shipcarrier
  • shipcity
  • shipcountry
  • shipcounty
  • shipmethod
  • shipphone
  • shipstate
  • shipto
  • status
  • subsidiary
  • taxitem
  • taxperiod
  • terms
  • tosubsidiary
  • tranid
  • transactionlinetype
  • transferlocation
  • type
  • unit
  • vendtype
  • vsoedeferral
  • vsoepermitdiscount
  • website
  • shipzip
  • source

is

T or F (not true or false)

  • appliedtoisfxvariance
  • applyingisfxvariance
  • billable
  • billingstatus
  • buildentireassembly
  • cleared
  • closed
  • cogs
  • deferrevrec
  • excludecommission
  • finchrg
  • gcoavailabeltocharge
  • includeinforecast
  • invsoebundle
  • isallocation
  • isbackflush
  • isgcochargeback
  • isgcochargeconfirmed
  • isgcopaymentguaranteed
  • isgcorefundconfirmed
  • isintercompanyadjustment
  • ispaypalmeth
  • isreversal
  • isrevrectransaction
  • isscrap
  • isshipaddress
  • istransferpricecosting
  • isvsoealloc
  • iswip
  • mainline
  • matchbilltoreceipt
  • memorized
  • multisubsidiary
  • nonreimbursable
  • paymenteventpurchasecardused
  • paymenteventpurchasedatasent
  • paypalpending
  • posting
  • printedpickingticket
  • revcommittingstatus
  • revreconrevcommitment
  • shipcomplete
  • shipping
  • shiprecvstatus
  • shiprecvstatusline
  • taxline
  • tobeemailed
  • tobeprinted
  • tranisvsoebundle
  • transactiondiscount
  • visibletocustomer
  • voided
  • vsoedelivered

on

date

  • actualshipdate
  • billeddate
  • ccexpiredate
  • closedate
  • commissioneffectivedate
  • datecreated
  • depositdate
  • duedate
  • enddate
  • expectedclosedate
  • expectedreceiptdate
  • expensedate
  • lastmodifieddate
  • nextbilldate
  • paymenteventdate
  • reversaldate
  • revrecenddate
  • revrecstartdate
  • saleseffectivedate
  • shipdate
  • startdate
  • trandate

equalto

numeric

  • altsalesamount
  • altsalesnetamount
  • amount
  • amountpaid
  • amountremaining
  • amountunbilled
  • appliedtoforeignamount
  • appliedtolinkamount
  • applyingforeignamount
  • applyinglinkamount
  • binnumberquantity
  • buildvariance
  • built
  • contribution
  • costcomponentamount
  • costcomponentquantity
  • costcomponentstandardcost
  • costestimate
  • costestimaterate
  • creditamount
  • daysopen
  • daysoverdue
  • debitamount
  • deferredrevenue
  • estgrossprofit
  • estgrossprofitpct
  • exchangerate
  • fxamount
  • fxcostestimate
  • fxcostestimaterate
  • fxestgrossprofit
  • fxtrancostestimate
  • fxvsoeallocation
  • fxvsoeamount
  • fxvsoeprice
  • gcoavailabletorefund
  • gcobuyeraccountage
  • gcochargeamount
  • gcochargebackamount
  • gcoconfirmedchargedtotal
  • gcoconfirmedrefundedtotal
  • gcoordertotal
  • gcopromotionamount
  • gcorefundamount
  • gcoshippingtotal
  • grossamount
  • internalidnumber
  • netamount
  • number
  • packagecount
  • partnercontribution
  • probability
  • projectedamount
  • quantity
  • quantitybilled
  • quantitycommitted
  • quantitypacked
  • quantitypicked
  • quantityrevcommitted
  • quantityshiprecv
  • recognizedrevenue
  • revrecterminmonths
  • serialnumbercost
  • serialnumbercostadjustment
  • serialnumberquantity
  • shipgroup
  • taxrate
  • totalamount
  • trancostestimate
  • tranestgrossprofit
  • tranestgrossprofitpct
  • tranfxestgrossprofit
  • transferorderquantitycommitted
  • transferorderquantitypacked
  • transferorderquantitypicked
  • transferorderquantityreceived
  • transferorderquantityshipped
  • unitcostoverride
  • vsoeallocation
  • vsoeamount
  • vsoeprice

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This page was last modified on 19 February 2016, at 07:29.