ANS-0311 · CUSTOMER & CRM RECORDS

How Does the Contacts Tab Appear on NetSuite Customer Records?

The visibility of the Contacts subtab on NetSuite customer records differs based on whether the customer is an individual or a company.

Short answer

The Contacts subtab is visible on company customer records in both view and edit modes. For individual customer records, the Contacts subtab does not appear at all, as NetSuite's design does not include this functionality for individual profiles.

Scenario

Users may observe differences in the availability of the 'Contacts' subtab when viewing or editing customer records in NetSuite. Specifically, there is often confusion regarding why this subtab appears for some customer types but not for others, leading to questions about managing associated contacts.

Solution

The visibility of the Contacts subtab on NetSuite customer records is determined by the customer type (Individual or Company).For customer records designated as a Company, the Contacts subtab is consistently available in both view mode and edit mode.For customer records designated as an Individual, the Contacts subtab does not appear at all, neither in view mode nor in edit mode. NetSuite's design does not include a Contacts subtab for individual customer profiles.

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