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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• And more!
Check out this thread to learn more!
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!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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.
NSC | How to Link Estimates With Contacts From Contact Records
Scenario
The user would like to view related estimates and opportunities to Contact records.
Related enhancement request is filed under Enhancement #131030.
Solution
As a workaround, To filter all estimates and opportunities linked with the Contact record, a custom sublist is required. The steps are listed below for your convenience.
Step I: Create a custom transaction saved search that will be used as custom sublist:
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- In Criteria tab > Standard > Filter
- Type = is any of Estimates, Opportunity
- In Available Filters tab > Filter
- Select Contact (Primary): Internal ID
- Click Save
Step II: Use the saved search created above as a sublist
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Michelle Jabanes | NetSuite Support Community Administrator
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