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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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NSC | Copy the Value of the Contact Field
In a Case Record, a standard Contact field is available. However, there are instances where it needs to be replicated for approval purposes. The steps below will help us know how to create a Custom CRM Field that will replicate the standard Contact field on a Case Record.
1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Label: Enter Label
Example: Contacts
3. Type: Select List/Record
4. List/Record: Select Contact
5. Store Value: Enter Checkmark
6. Click Applies To
○ Case: Enter Checkmark
7. Click Sourcing & Filtering
○ Filter Using: Select Company
○ Compare Type: Select Equal
○ Compare to Field: Select Company
8. Click Save
Note that you can also create a CRM Field from the Case Record. On
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