Tag: customer record

How to check if a customer record has a particular employee as its sales team member using SuiteQL

In SuiteQL, directly verifying whether a specific employee belongs to the sales team associated with a customer record can be challenging, as the sales team members are stored as a sublist. We can utilize the table “CustomerSalesTeam” to achieve the desired functionality. The table defines the relationship between customers and their respective sales team members.… Continue reading How to check if a customer record has a particular employee as its sales team member using SuiteQL

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. Field Setup: Create a new custom field, designating it to identify the parent customer. Field Type: Set the field type as List/Record.… Continue reading Managing Sub-Customer Activities within Parent Customer Profiles in NetSuite

Personalized Catalog Views

The Personalized Catalog Views (PCV) feature enables you to provide different customers with access to different items. You can divide your customers into groups and provide each group with access to a tailored selection of catalog items​. You can define whether a particular customer group can view the items, view the prices, buy the items,… Continue reading Personalized Catalog Views

Make a copy of vendor or customer records using user event script.

To make a copy of vendor or customer records, the create context type can be used instead of copy context type in the user event script. In the user event script, beforeSubmit(scriptContext) entry point is selected. It is because in the view mode of the record, “Make a copy” option is not available in the… Continue reading Make a copy of vendor or customer records using user event script.

Add Custom Entity Field on QuickView when viewing Transaction List or Record.

To achieve this, follow the steps below: 1.    Navigate to Customization > Forms > Entry Forms. 2.    Customize/ Edit the preferred Entry Form for Lead/Prospect/Customer type. 3.    In QuickView tab, add the custom Entity field. 4.    Click Save. Fields that have been configured for QuickViews of the entry form will apply to transaction records where these entities can be selected.

Customer : Address record Limitation

There is no limit with the number of addresses that user can enter on a customer record (shipping and billing). Notes: Please note, if user has around 100,000 addresses for each customer record for example, it might cause slowness in performance as data will become difficult to manage and may timeout at times due to high… Continue reading Customer : Address record Limitation

How to resolve the error when adding or changing email in the customer profile.

This happens when a user is changing an email address on a customer record with existing Access to Customer Center on the Access tab (Give Access = True) or when a user is providing the customer a new access to Customer Center role without selecting any of the two fields: Send New Access Notification Email or Manually… Continue reading How to resolve the error when adding or changing email in the customer profile.

Add billing address to website credit card form

Proposal Summary This proposal covers the Proposal for adding street name and zipcode to website credit card form. The pages that will be updated listed below; Checkout credit card section Myaccount credit card section Our solution Currently Netsuite automatically pulls the billing zip code of the customer, but it doesn’t always match the card which… Continue reading Add billing address to website credit card form