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Season’s greetings to you and yours! As we head into the holidays (December 24 – January 4), we want to take a moment to celebrate the incredible strength and collaboration within our community. Even during the break, you can continue to benefit from connecting with peers, searching related threads, posting your questions, and marking helpful replies as “Accepted” in the Support Community.
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NSC | How to Link Estimates With Contacts From Contact Records
Scenario
The user would like to view related estimates and opportunities to Contact records.
Related enhancement request is filed under Enhancement #131030.
Solution
As a workaround, To filter all estimates and opportunities linked with the Contact record, a custom sublist is required. The steps are listed below for your convenience.
Step I: Create a custom transaction saved search that will be used as custom sublist:
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- In Criteria tab > Standard > Filter
- Type = is any of Estimates, Opportunity
- In Available Filters tab > Filter
- Select Contact (Primary): Internal ID
- Click Save
Step II: Use the saved search created above as a sublist
🌟Q4 2025 Community Choice Nominations: Recognize a member who made a difference in our community!
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
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Michelle Jabanes | NetSuite Support Community Administrator