Discussions
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Can a contact have multiple roles with a customer?
I have a situation where I have contacts that are associated with multiple customer/companies. And, at a particular customer/company I want to give them more than one "contact role". As an example, let's suppose I have a contact named John Smith who is affiliated with Company A and Company B. At Company A he is "CFO" and at Company B he is "Controller". Now I want to give John Smith a secondary role at Company A "Board Member".
I don't want to create combo contact roles as this will get unwieldly. What I'd like to do is create a custom field in the contacts record called "secondary role". But I need this field to be unique for the contact at each customer the contact is associated with. In other words, when I set the secondary contact field for John Smith to Board Member, I only want that associated with his record for Company A not Company B.