Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Contact Name on Quotes
If anyone can help with this I'd greatly appreciate it. I have been redesigning our Quote PDF layout, and have managed to do every change my company asked for except one: including the customer's contact name.
What bewilders me is that I managed to get two other fields from the contact's record to show correctly, but not the name! Here's what I did:
1. On our on-screen Quote layout I added a custom Transaction Body Field ('Opportunity Contact') of type = List/Record, and List/Record = Contact. This allows the sales people to select a contact name on Opportunities and Quotes.
2. Then I set up another Transaction Body Field ('Opportunity Contact Fax') of type = Phone Number, and set it to Hidden. I set Source List = Opportunity Contact, and Source From = Fax.