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New to NetSuite | Populating All Customer's Primary Contacts
Keeping track of your customer's primary contacts is essential for maintaining effective communication and strong relationships. However, extracting and listing all the primary contacts from your NetSuite database can be challenging if you're unsure how to utilize the platform's features efficiently.
Solution: Using Saved Searches in NetSuite
Follow these steps to populate all your customer's primary contacts in NetSuite:
Step-by-Step Guide
- Navigate to Saved Searches:
- Log in to your NetSuite account.
- Go to Lists in the main navigation menu.
- Select Search.
- Choose Saved Searches.
- Click on New to create a new saved search.
2. Select the Customer Record Type:
- In the new saved search window, select Customer as the type of record you want to search. This ensures that your search criteria will be based on customer records.
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Michelle Jabanes | NetSuite Support Community Administrator
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