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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
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Michelle Jabanes | NetSuite Support Community Administrator
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