jono101 Any update on this? We're a bit different from you and sell a subscription software with optional hardware components but would love to hear what you learned about the two modules and if either worked for you.

AmyExo Thanks for the response. Preferred search seems to work for entity-specific searches (ie searching "cus: XYZ") but do you know of a way to customize the truly global search results? Meaning searching just "XYZ" with no entity shortcut in front? These search results provide multi-entity results and I'm not able to…

Again, bear with me being new to Netsuite but I don't think it's a "type of record" or record at all. It's just a custom field and custom list. On role permissions, the custom list doesn't appear to be able to set it as View, Edit, etc. I see two options that may have something to do with this and appreciate any help…

Thank you all for your response! We figured out what worked for us and that was to edit the "Custom Lists" permission for appropriate roles. If you go to a Role > Setup > Custom Lists and change it to View instead of Create, Edit, or Full, it makes it so that the role can’t add options to any custom lists but can still use…

Thanks for the reply! We're trying to limit the ability to create options in custom lists so we'd need something below "behavior 3" so most users aren't able to add to the custom list. We were told that the "View" permission would mean that users aren't able to change the custom list field and it would be read-only. We…