Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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