Tag: contact

Customer Login Access To The Contact Of The Customer

To grant a contact login access to the Customer Center in NetSuite, follow these steps: Open the Customer Record and navigate to the System Information tab. Click on the Access subtab. Locate the contact who needs login access and check the appropriate box. In the Role column, select Customer Center from the dropdown list. Set… Continue reading Customer Login Access To The Contact Of The Customer

Resolve Error: “Unable to find a matching line for sublist contactroles with key: [contact]”

When performing CSV Imports to give Contacts access to a Customer’s account, user may encounter the error: “Unable to find a matching line for sublist contactroles with key: [contact].” Solution To resolve the error, create a CSV file with the following columns: Customer Internal ID: Contains Internal ID of the Customer Contact: Enter Name of the contact Email: Enter Email address of the contact Password: Enter Password of the contact… Continue reading Resolve Error: “Unable to find a matching line for sublist contactroles with key: [contact]”

Possibilities of accessing company’s with same contact.

I have searched for solution and find out that the contact with multiple companies can able to access the companies in which it is assosiated with only with different username or with different password with same login credentials he/she can not access. So the netsuite user has to provide different user name or password while… Continue reading Possibilities of accessing company’s with same contact.

Resolve Error: “You must provide a password to give this person access to your account.” when Providing Access to a Contact of a Company

When editing a customer record and giving a contact access to the customer center you receive the error:” You must provide a password to give this person access to your account.”, even when both contact password fields are populated. This issue can be resolved by updating the password for the main customer or company.  Login… Continue reading Resolve Error: “You must provide a password to give this person access to your account.” when Providing Access to a Contact of a Company

How to give Access to Multiple Contacts Under Partner Record With Advanced Partner Center

Giving access to Multiple Contacts is only possible with the Advanced Partner Center role. Add Contacts to a Partner Navigate to Lists > Relationships > Partners Partner: Click Edit Click Relationships Click Contacts Contacts: Select a contact Click Attach Click Save Add Contacts with login access to Partner Center in addition to company’s access Navigate to Lists >… Continue reading How to give Access to Multiple Contacts Under Partner Record With Advanced Partner Center

How to Remove Customer Number on Contact Search

Scenario: Result of a saved Contact search shows the Customer ID/Number instead of merely the Company Name.  Solution: Navigate to Lists > Search > Saved Searches  Click Edit on Saved Contact Search  Click Results Field:  Select Company Field Click Remove  Select Formula (Text)  Formula: Enter REGEXP_SUBSTR({‌company}, ‘(s)(D*)’) Click Save & Run