Tag: sub-customer

Update the transaction history of parent customer in my-account

In SCA setup, only the transactions of the customer who is logged in are displayed by default. By customization we can update the transactions displayed on my-account pages to include the most transactions of sub-customers also along with transactions of login parent customer. To update the transaction history, we have to update the filter used… Continue reading Update the transaction history of parent customer in my-account

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