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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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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!
Copying Projects - Customer/Parent Field
We often run projects that are quite similar in nature and deliverable for various clients. We have made some "templates" of projects that do not have a customer record associated with them. This allows us to use the "make copy" function to give us a starting point. However there are some cases where we have updated a project for a particular client, and want to use the new project as a template for another client.
The main issue I have is that the new project remains attached the previous customers record and shows as a related project record against them as I do not have access to update the customer record on the project main form.
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