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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
List problems
When viewing a list of customers, there is a pencil/notepad on the left side. If you mouse over, it pops up a number of options for creating new records (New Task, New Phone Call, New Opportunity, etc.).
Historically, if you selected one of the "new" options for a particular customer in the list it would create that record and associate it with that customer.
However, now several of those "new" options create the record but do not associate with the customer. For example, "New Task" will create the task but not populate the customer field. This is not the case with all options -- the "New Opportunity" option does still associate with the customer.
0