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.
Source/Filter to List Company's Relationship sublist
I have a feeling this is really simple but am having a case of brain freeze.
We currently have a custom transaction body field called Primary Contact that is used on Opportunities. That field is currently configured to be sourced with the list of contacts at the company for the opportunity.
This solution however doesn't list all of the contacts that appear in the Relationships subtab of the company. It doesn't include contacts that were specifically attached from the Relationships subtab. For example, a contact from an outside consultant. Can the sourcing/filtering of the customer field be changed to include those additional contacts?
0