megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Don't miss out on our Question of the Week! You only have until tomorrow, April 23, 2026, 2:00PM ET to comment your answers.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Associating Activities with an Opportunity

edited Dec 3, 2019 3:27PM in General

Does anyone have a suggestion on how to associate an activity (phone call, task or event) to an opportunity when the contact is not an employee of the company listed on the opportunity?

On a typical sale for us (real estate lease transaction), there are 4 to 6 contacts from various companies (other brokers, architects, general contractors, etc) that are involved in the transaction. When you try to log a call and fill in the company dropdown, NS filters the "Transaction" dropdown for only transactions related to the customer.

We need to be able to associate these activities with the opportunity but can't come up with a work-around. Any help/suggestions would be greatly appreciated.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

This Week's Leaders

This Month's Leaders

All Time Leaders