ANS-0547 · CUSTOMER & CRM RECORDS
How to Change the Role of an Existing Contact in NetSuite
Learn the straightforward process for modifying contact roles directly from the Contacts sublist within NetSuite.
Short answer
To change an existing contact's role in NetSuite, navigate to the Contacts sublist. There, locate and click the 'Update Primary' button. After clicking 'Update Primary', select 'Edit' to access the contact's details and modify their assigned roles. This method ensures accurate and efficient contact management.
Scenario
Users often need to adjust the roles assigned to existing contacts within NetSuite to reflect changes in their responsibilities or relationships. The challenge lies in identifying the correct interface and sequence of actions to modify these roles effectively. This guide addresses how to perform this update.
Solution
The role of an existing contact can be changed by following these steps:
Navigate to the Contacts sublist.
Locate and click the 'Update Primary' button.
After clicking 'Update Primary', select 'Edit'.
Proceed to change the contact's roles as needed.This method ensures that contact roles are updated accurately within NetSuite.
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