ANS-0817 · CUSTOM FIELDS, RECORDS & FORMS
How to Display and Assign Contact Roles on the Customer Record
Learn how to assign specific roles to contacts directly from the customer record in NetSuite using the "Update Primary" button.
Short answer
To display and assign a "Role" to a contact, navigate to the customer record. Within the contact sublist, utilize the "Update Primary" button. This action allows users to select and add the appropriate role for the contact linked to the customer, even when the contact record is in edit mode, streamlining role management.
Scenario
Users frequently need to define or modify the "Role" associated with a contact directly from the customer record in NetSuite. The common challenge involves efficiently assigning a specific role to a contact that is already linked to a customer, especially when the contact record is being edited and the role field needs to be updated.
Solution
The solution for displaying and assigning a contact's role involves leveraging a specific function on the customer record.
Navigate to the customer record.
Locate the contact sublist on the customer record.
Use the "Update Primary" button in the contact sublist.
In Edit mode, the user can choose the role to add to the contact attached to the customer record.
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