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.
Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Contact Drop-Down List
I have created custom records in the past that required a "Contact" field. When creating the custom field I set "Type" = "List/Record" and "List/Record" = "Contact". On the form it shows the "Contact" field which allows you to type in part of the contact name to do a search. This works OK, but it's searching the database for all contacts, not just the ones related to the customer record.
The other day I noticed that when creating a Task from a customer record, the company fills in under the "Related Info" tab and there is a "Contact" field with a drop-down list, and the drop-down list is only listing the contacts within that company.
0