ANS-0645 · CUSTOMER & CRM RECORDS
How to Associate Activities with Sub-Customers of a Parent Customer in NetSuite
NetSuite users can link sub-customers to parent customer activities by utilizing specific sub-tabs for different activity types.
Short answer
To associate sub-customers with activities for a parent customer in NetSuite, add sub-customers to the 'Attendees' sub-tab for events. For phone calls and tasks, include sub-customers in the 'Related Records' sub-tab. This ensures all relevant customer relationships are accurately reflected in activity logs, providing a comprehensive view of customer interactions.
Scenario
NetSuite users often need to create activities such as events, phone calls, or tasks that are primarily associated with a parent customer but also involve one or more of its sub-customers. The challenge arises in ensuring these sub-customers are properly linked to the activity record, allowing for a complete view of customer engagement across the hierarchy. Without proper association, tracking interactions with sub-customers under a parent account can become fragmented.
Solution
To correctly associate sub-customers with activities created for a parent customer in NetSuite, follow these steps based on the activity type:
For Events:
When creating an event for a parent customer, navigate to the
Attendeessub-tab on the event record. Add the relevant sub-customer(s) to this sub-tab to link them to the event.For Phone Calls and Tasks:
When creating a phone call or task for a parent customer, navigate to the
Related Recordssub-tab on the activity record. Add the relevant sub-customer(s) to this sub-tab to establish the connection.
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