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New to NetSuite | Saved Search for Customer Primary Contact Updates
Keeping track of changes to your customers' primary contacts is essential for maintaining up-to-date and accurate records. You need a method to automatically track when the primary contact for any customer has been updated in your system. This can help ensure that your team is always reaching out to the correct person,…
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New to NetSuite | Populating All Customer's Primary Contacts
Keeping track of your customer's primary contacts is essential for maintaining effective communication and strong relationships. However, extracting and listing all the primary contacts from your NetSuite database can be challenging if you're unsure how to utilize the platform's features efficiently. Solution: Using Saved…
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[Vendor Primary Contact] Bulk Update Vendor Primary Contact
Hi Gurus, Is there a way to bulk update Vendor Primary Contact via CSV / Mass Update? I know that we can do that for Customer Primary Contact, but I couldn't find a way for Vendor Primary Contact, thus just wanted to get some advise from gurus in case I missed out something. Thank you.
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How to make Primary Contact Mandatory on Lead/Prospect/Customer record?
I am wondering how I can set the following A Lead, Prospect or Customer record can be created without a contact (it is not mandatory). When a contact is added a role must be required. *We usually create contacts from the Lead, Prospect, Customer record.
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How to trigger a script when using the Update Primary button for contacts?
When updating a contact as a primary contact in Project record, how can we identify that action? It opens a pop-up dialog to update the primary contact. I need to catch the mark primary contact (save button) action and need to store that value to Project record header field. But I can't find trigger point, action or the…