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Contact record under marketing, event defaults to [Default Event]
Our company has started using the lead source field to link campaigns associated with other records like contact record. We create a marketing campaign, we create a sub- other event. We go to the contact record, in the lead source field we pick the marketing campaign and save the record. In the event field it defaults to…
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NSC | How to Link Estimates With Contacts From Contact Records
Scenario The user would like to view related estimates and opportunities to Contact records. Related enhancement request is filed under Enhancement #131030. Solution As a workaround, To filter all estimates and opportunities linked with the Contact record, a custom sublist is required. The steps are listed below for your…
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How to capture DETACH Event on End User's contacts
Is there a way to capture the detach event when I click "remove" on a Contact in the End User's Contacts Sublist? I tried to capture the event via User Event. The documentation says: "Note: Attaching a child custom record to its parent or detaching a child custom record from its parent triggers an edit event." But no User…
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Employee/Contact to be multisubsidiary
Does Netsuite have a plan to make the employee/contact multisubsidiaries like customer and vendor records?
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Contact Record Card
Is there a simplified way to extract a contact record like a VCF in outlook? For instance I want to forward the full contact info to an outside person. Is there a simple way besides tediously copy and pasting line info? Thanks
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Duplicate Contact Merge: Preserve Primary Contact
We've got thousands of duplicate Contacts we need to merge and our plan was to have the system use "the most recent activity" as the Master. During testing we discovered we could potentially "lose" the Contact flagged with the Primary Contact role if its not the one most recently updated. Is there anyway to setup a…