Discussions
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Associating Specific Contacts to Individual Opp
Currently, when we create an opportunity all contacts are shown under the relationships tab. We don't attach them, but I am wanting to "Attach" a contact or multiple contacts to an opportunity if they are associated instead of every contact showing on every opportunity.
I think i saw a way to change the way contacts appear on opportunities (or maybe it was for proposals so all contacts don't appear?), but i cant remember where. I also want to know potential ramifications that this may cause if we de-associate EVERY contact. Will this remove all contacts from previous opportunities if we change this? or will it just pick up from when the change was made. I would like this to be a going forward change that will not affect anything previously created, but change the way we will create opps moving forward.