ANS-1249 · CUSTOMER & CRM RECORDS
How to Identify Partner of Record Status on a NetSuite Customer Record
Learn how to locate the Partner of Record indicator on customer records, often synced from Salesforce, to confirm partnership status.
Short answer
To determine Partner of Record status, navigate to the Customer record in NetSuite. Look for a custom field, often labeled 'Partner Of Record' (e.g., custentity15), which typically serves as a checkbox or similar indicator. This field's value is usually set in Salesforce by the sales team and then synchronized to NetSuite.
Scenario
Organizations often need to quickly ascertain if they are designated as the Partner of Record for a specific customer. This status is crucial for tracking relationships and ensuring proper credit for sales and support activities. Identifying this information directly on the customer record in NetSuite streamlines operational workflows.
Solution
Navigate to the Customer record in NetSuite.
On the Customer record, locate the relevant field that indicates Partner of Record status. This is typically a custom field, often named 'Partner Of Record' (e.g.,
custentity15), which may be configured as a checkbox or similar indicator. The exact location and field type may vary depending on the specific NetSuite instance's customization, but it is generally found within the main body fields or a dedicated custom section.The value of this field is commonly managed by the sales team within Salesforce and subsequently synchronized to the corresponding Customer record in NetSuite.
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