In NetSuite, the Lead Source dropdown list is typically sourced from the Campaign IDs. However, if the Campaign ID field is empty, the Campaign Title will be used instead. There may be instances where Auto-Generated Numbers were enabled when campaigns were created, or IDs were manually created. If you need to modify these IDs, follow the steps below.
Steps to Remove Campaign IDs:
- Go to Lists > Marketing > Marketing Campaigns.
- Find the campaign you want to modify and click Edit.
- In the ID field, remove the existing ID.
- Click Save to apply the changes.
- Repeat steps 2 to 4 for each campaign that requires modification.
Important Considerations:
- Scripts and Workflows: Ensure that no scripts or workflows run on the Campaign records that might prevent the ability to edit the ID field.
- Business Process Impact: Before removing Campaign IDs, verify if these IDs are essential to your business process. Removing them could affect reports or other dependent processes.
By following these steps, you can manage your campaign IDs effectively, ensuring that the Lead Source dropdown list is correctly sourced from either the Campaign IDs or Campaign Titles as needed.
Notes:
- Campaign Titles as IDs: If the Campaign ID field is left empty, the system will automatically use the Campaign Title, which may simplify identification and management.
- Backup Records: Consider backing up your campaign data before making changes to avoid potential data loss.