megaphone
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.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here!
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.

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!

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 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders