megaphone
SuiteWorld 2026 registration is now open—save $300 Register now
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!

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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $300 - limited to first 1,000 registrants
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

How to Display Custom Record on Lead/Prospect/Customer form

edited Dec 3, 2019 9:11AM in SuiteCloud / Customization 1 comment

Hi,

I have created a custom record to capture details like creation date, expiry date for the product selected by the customers. custom record list will look like this:

Customer Name     User login     Date Created   Expiry date  Last renewal date
XXXX                  123456         10/5/2007       10/04/2008 
XXXX                  789012         10/5/2007       10/04/2008
YYYY                  565456         10/1/2007       09/30/2008
YYYY                  878675         10/1/2007       09/30/2008

What I want to do:

When i go to Lead/Prospect/Customer record for XXXX
In a new tab that i created in Lead/Prospect/Customer Form
the filtered list is shown from the Customer Record like:
Customer Name     User login     Date Created   Expiry date  Last renewal date
XXXX                  123456         10/5/2007       10/04/2008 
XXXX                  789012         10/5/2007       10/04/2008

How can I achieve this?

Thanks & Regards,

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders