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How do I access Sales Order / Relationships / Contacts via Search or Workflow?

edited Jun 2, 2025 2:21PM in Ask A Guru 5 comments

We have not used the Contacts List under Relationships on Sales Orders previously, and have created a custom field to record the contact who placed the order as per Answer Id: 93178

However, we are now testing the Site Builder website, and orders from there are entered into NetSuite with the Contact details recorded under the Relationships tab. I would like to copy this information up into our custom field for consistency, but I can't seem to find any way to access the Contacts list on the Sales Order by Search or Workflow.

Does anyone know if it is possible to access this link, and extract the contact information from the Sales Order record?

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