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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Going to SuiteWorld? Connect with SuiteGurus—Your NetSuite Product Experts!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Copying Projects - Customer/Parent Field
We often run projects that are quite similar in nature and deliverable for various clients. We have made some "templates" of projects that do not have a customer record associated with them. This allows us to use the "make copy" function to give us a starting point. However there are some cases where we have updated a project for a particular client, and want to use the new project as a template for another client.
The main issue I have is that the new project remains attached the previous customers record and shows as a related project record against them as I do not have access to update the customer record on the project main form.
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