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!
Customer Dashboard: Customer Summary (default)
NetSuite allows you to customize the default Customer Dashboard per the screenshot below.
Q: How do you use this new form only on the Customer Dashboard (as it may may have a limited set of fields) without setting it as the Preferred form for the Customer/Lead/Prospect Role?
The only way I can get the customized Customer Dashboard form to display on the Customer Dashboard is to set it as preferred ... but this changes the default form used on the regular Entity record.
Thanks for any suggestions!
Tagged:
3