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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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!
Custom Customer Field > Filter Companies based on Contact selected on record
We are working on creating a custom record for "Lead Referrals" that a Sales Rep/AM will create from a Contact record. The Contact field on the record will be selected based on which contact the Lead Referral is created from. We then have a Customer field that we'd like to source/filter based on the Companies the Contact is attached to since Contact's can be attached to multiple entities and the Parent Company on the Contact may not necessarily be the correct customer to tie the Lead Referral to. We have not been able to get this Customer field to filter
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