Managing Sub-Customer Activities within Parent Customer Profiles in NetSuite

Integrating sub-customer activities into parent customer profiles:

Step 1: Creating a Custom CRM Field

First, we need to create a custom CRM field in the activity records to store the parent customer information.

1. Field Setup: Create a new custom field, designating it to identify the parent customer.
2. Field Type: Set the field type as List/Record.
3. Field List: Specify Customer as the list from which to draw values.
4. Subtab Selection: Place this field on the appropriate subtab within the customer record, ensuring visibility and accessibility.

Step 2: Automating New Record Population

To streamline the process of populating the parent customer field in new activity and transaction records, implement a workflow or user event script.

• Workflow: Create a workflow to automatically fill the parent customer field whenever a new activity or transaction record is created.
• User Event Script: Alternatively, develop a user event script that triggers upon record creation, ensuring the parent customer field is correctly populated.

Step 3: Updating Existing Records

For existing records, utilize a mass update script or a CSV import to populate the parent customer field.

• Mass Update Script: Write and execute a mass update script to efficiently update the parent customer field across all relevant activity and transaction records.
• CSV Import: Prepare a CSV file containing the necessary updates and import it into NetSuite to populate the parent customer field in bulk.