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!
Custom Forms for Lead/Prospect Contact & Customer Contact
It has just occurred to me we have a huge loop hole as far as access to edit customer contacts.
Our situation: We use web services to maintain all customer demographics and customer contacts from our internal processing database. Users should have "edit" rights to lead/prospect contacts but NOT CUSTOMER CONTACTS. All editing on a CUSTOMER CONTACT should be completed in our internal processing database, resulting in the NS CUSTOMER CONTACT record updated via web service.
I was able to customize three forms for the entities - lead/prospect/customer - and disable/inline the fields that should not be edited.
0