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!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

Custom tabs for individuals

edited Nov 22, 2019 10:33AM in CRM 1 comment

Folks,

Since the new individual option was introduced, we've found a challenge and need a workaround.

Seems that if you create a new lead and set them as an individual as opposed to a company, you do not have access to the traditional tabs and fields that you've associated to contact records.

This is very painful for us, as I have a custom tab that sets various e-mail blast options.  This is set per contact and not per company.

I see nothing in Netsuite that would allow me to customize information for individuals.  The only workaround I've found so far is to change the individual back to a company record, and then create a contact record as well.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders