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Custom tabs for individuals

edited Nov 22, 2019 10:33AM in CRM 1 comment

Folks,

Since the new individual option was introduced, we've found a challenge and need a workaround.

Seems that if you create a new lead and set them as an individual as opposed to a company, you do not have access to the traditional tabs and fields that you've associated to contact records.

This is very painful for us, as I have a custom tab that sets various e-mail blast options.  This is set per contact and not per company.

I see nothing in Netsuite that would allow me to customize information for individuals.  The only workaround I've found so far is to change the individual back to a company record, and then create a contact record as well.

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