Sub-Customer Transaction Details into Parent Profiles: Feasibility check

Creating a Custom Field in Transaction Records

1. Field Setup: Create a custom field to store parent customer information in activity records.
2. Field Type: Set the field type to List/Record.
3. Field List: Specify Customer as the source list.
4. Subtab Selection: Place this field on the appropriate subtab within the customer record for visibility and accessibility.

Automating New Record Population

1. Workflow: Implement a workflow to automatically populate the parent customer field when a new activity or transaction record is created.
2. User Event Script: Alternatively, develop a user event script that triggers upon record creation to ensure the parent customer field is populated correctly.

Updating Existing Records

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