Tag: parent Customer

Sub-Customer Transaction Details into Parent Profiles: Feasibility check

Creating a Custom Field in Transaction Records Field Setup: Create a custom field to store parent customer information in activity records. Field Type: Set the field type to List/Record. Field List: Specify Customer as the source list. Subtab Selection: Place this field on the appropriate subtab within the customer record for visibility and accessibility. Automating… Continue reading Sub-Customer Transaction Details into Parent Profiles: Feasibility check

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