ANS-0899 · CUSTOMER & CRM RECORDS
How to Manage Legal and Unofficial Customer Names in NetSuite?
Optimize NetSuite customer records by designating the Company Name field for legal names and a custom field for unofficial names.
Short answer
To manage both legal and unofficial customer names in NetSuite, use the standard 'Company Name' field for the official legal name. Create a custom text field on the customer record for the unofficial or commonly used name. This approach ensures accurate legal documentation while accommodating practical business needs.
Scenario
Organizations often need to track both the official legal name of a customer and a separate, more commonly used or unofficial name. This requirement arises when legal documents necessitate the full, formal name, but day-to-day operations or marketing efforts use a simplified or trade name. Without a clear method, distinguishing between these two names within NetSuite customer records can lead to confusion and data inconsistencies.
Solution
To effectively manage both legal and unofficial customer names within NetSuite, Gurus Solutions recommends the following approach:
Designate the standard 'Company Name' field on the customer record to store the customer's official legal name.
Create a custom text field on the customer record specifically for the customer's unofficial, commonly used, or trade name.
Expert NetSuite Support
Need help with this NetSuite issue?
Customer & CRM Records consulting and configuration support