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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $30 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
NSC | Copy the Value of the Contact Field
In a Case Record, a standard Contact field is available. However, there are instances where it needs to be replicated for approval purposes. The steps below will help us know how to create a Custom CRM Field that will replicate the standard Contact field on a Case Record.
1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Label: Enter Label
Example: Contacts
3. Type: Select List/Record
4. List/Record: Select Contact
5. Store Value: Enter Checkmark
6. Click Applies To
○ Case: Enter Checkmark
7. Click Sourcing & Filtering
○ Filter Using: Select Company
○ Compare Type: Select Equal
○ Compare to Field: Select Company
8. Click Save
Note that you can also create a CRM Field from the Case Record. On
Tagged:
0