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

Contact Name on Quotes

edited Dec 3, 2019 11:54AM in SuiteCloud / Customization 3 comments

If anyone can help with this I'd greatly appreciate it. I have been redesigning our Quote PDF layout, and have managed to do every change my company asked for except one: including the customer's contact name.

What bewilders me is that I managed to get two other fields from the contact's record to show correctly, but not the name! Here's what I did:

1. On our on-screen Quote layout I added a custom Transaction Body Field ('Opportunity Contact') of type = List/Record, and List/Record = Contact. This allows the sales people to select a contact name on Opportunities and Quotes.

2. Then I set up another Transaction Body Field ('Opportunity Contact Fax') of type = Phone Number, and set it to Hidden. I set Source List = Opportunity Contact, and Source From = Fax.

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