Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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.