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 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
0