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How to attach existing contact to project/job record via CSV?
Hi, As the title says — is this possible via CSV? I tried using the Relationship > Customer & Contact Together but I'm getting an error The record you are attempting to load has a different type: job from the type specified: customer. I need to attach the contact in the Project > Relationships tab without having to…
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Skyvia Integration | NetSuite - Klaviyo
Greetings Community, in the process of connecting NetSuite and Klaviyo, we're facing the issue of getting the Contacts Synced. Has anybody successfully able to implement and integrate these systems? Would appreciate any guidance to get NetSuite Contacts "Side by Side" with their associated NetSuite Customers? Thank You for…
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Custom Transaction Body Field that Filters on Customer Contacts
We have a case where a user wants to add the Requested By on a Sales Order and have that contact shown on the Advanced PDF/HTML Template. I have been working on this for a while now and everything that I have set up should show the contact from the customer, however it is not filtering correctly, in fact, it is not showing…
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Source Contact Record on the Customer Record
I need to be able to source fields on the Contact record while working on the Customer record but it doesn't seem to be available as a source/join even though it's listed in the Relationships as a sublist. Basically, there is information on the primary contact record associated with that customer that I need to display in…
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Change Company Field on Contact Record Still Shows Under Previous Company
We have done a CSV update to nearly 1000 contact records to change the company field. After changing the company in the contact record, those contracts are still showing under the previous company. Is there any way to remove the contact from the previous company other than manually removing it?
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Accessing Sales Order > Relationships > Contact with role Order Creator
When a web order is created by a Company contact, the system assigns a Contact record to the Sales Order, with the Role "Order Creator". This is a system CRM role and not the role used to define the Contact on their customer record. It is only used on the Sales Order. I can find no reference to this association in the…
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Is it possible to add secondary subsidiary to a contact?
Hi Team, I would like to ask if its possible to add a secondary subsidiary aside from its primary subsidiary in a contact?
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How to remove the Remove Link on Customer and Contact sublists?
Is there a way to remove the Remove link on the Customer and Contact sublists? Or is the only way around this to create custom sublists and hide the native sublists? I've tried changing permissions on user roles but nothing seemed to work. Thank you!
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Importing Vendor Contacts
Hi Team, I am importing vendor contacts. Is it really not possible to import vendor contacts for vendors who are individuals?
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How to create additional Contact Role On Customer Record Relationship tab?
Hello, On a customer record how can I add a role in the relationship subtab under contacts?