SSEO - How to Search for Records in the Add-in
How to Configure Search Options
Auto Search
By default, your add-in defaults with Auto Search; when a message is selected, the add-in will begin to search for related NetSuite records by entering the name and email address of the author of the specified email in the search box.
Manual Search
If you'd like to search for a specific NetSuite record, remove the search criteria in the search box and enter your own search terms.
Pro-tip: to search within specific record types, use NetSuite's Global Search Prefixes to obtain more exact results (jump to page 7 in the link for more information).
How to Configure Search Settings
To set the default search behavior, click on the Settings button at the bottom of the add-in.
Select from either the Automatic or Manual options.
Save your preferences by minimizing the settings bar.