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.
Need help tracking customer referrals
I'm using NSSB.. and we have a referral program where out customers get a credit if they refer a new customer to us.
I have a custom field in our customer record where we can select which customer referred this customer, HOWEVER, what I haven't figured out is how to make that show up on the referring customer.
In other words, when I pull up a customer who referred someone, I'd like to know that they did that so I can give them the referral credit. Kind of like, when you look at an item, you can see which customers have bought that item. Is there a way to do this?
0