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How to Create Costumer from Opportunity form?

edited Dec 10, 2022 12:06AM in Ask A Guru 6 comments

Hello Guru's,

When selecting 'New' or clicking on the '+' button in het 'Customer' or 'Company' field of an Opportunity results in creating a Prospect record. Is there a possibility to force these actions to create a Customer record?


What I found on SuiteAnswers is to create a workaround using a Workflow: https://suiteanswers.custhelp.com/app/answers/detail/a_id/40815/loc/en_US

I hope that there is a better solution for this situation.

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