megaphone
SuiteWorld Registration opens June 9. Be ready when passes drop.
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!
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Check out the Announcements page to stay updated with the latest news, updates, upcoming events, and important community information!
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!
Community Whiz Challenge June 3 | Question of the Week Test your knowledge!

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.
SuiteWorld | October 25–28, 2026 | Las Vegas

Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss

How do I make the customer record clickable on transaction records?

edited Jun 2, 2025 2:35PM in Ask A Guru 5 comments

We have a custom role that originally did not have access to Customer records. We have since granted that role Edit permissions via Permissions -> Lists -> Customer -> "Edit".

However, on any transaction type (Item Fulfillment, Sales Order, etc.), users in that role are NOT able to click on the customer's name/ID to be taken directly to that customer.

Typically, in a transaction the customer's name is clickable, like below:

But in that custom role the name is always black text and cannot be clicked:

What permission(s) are we missing on that role to be able to let those users jump to a customer straight from a transaction record?

Tagged:

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