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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Merging records - Projects
Hello all
I have a nice little button available to me on customer records which enables me to merge two customers that are duplicated. I can see that this button is available as it appears on the Custom Entry Form under Actions; Standard Actions; Merge.
I want to add the "Merge" button to a Project, to enable me to merge two projects which have been duplicated without losing the documents attached to it, is it possible to add this button to projects also? If so, please can I have an idiots guide as to how to do it, as, at the bottom of the list of standard actions, there is no dropdown or search box to enable another standard action to be added.
0