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.
List problems
When viewing a list of customers, there is a pencil/notepad on the left side. If you mouse over, it pops up a number of options for creating new records (New Task, New Phone Call, New Opportunity, etc.).
Historically, if you selected one of the "new" options for a particular customer in the list it would create that record and associate it with that customer.
However, now several of those "new" options create the record but do not associate with the customer. For example, "New Task" will create the task but not populate the customer field. This is not the case with all options -- the "New Opportunity" option does still associate with the customer.
0