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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until November 27, 2025, 3:30PM ET to comment your answers and earn rewards! Click here for more details.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Changing from Customer to Partner
We have an online registration form to attract developers interested in customizing my client's product. The online form creates a lead in NetSuite.
Problem is that the lead comes in as a "customer" record and once we approve them, we want to make them a partner and give them access to a modified Partner Center. You can't assign a Partner Center role to a "customer record" so is there a way to change the "customer record" to a "partner record" -- easily, without having to retype all the data captured in the initial registration?
Thanks.
-Steve
0