ANS-0801 · WEB SERVICES & INTEGRATIONS
How to Search for All Contacts (Primary and Other) Associated with a NetSuite Customer
NetSuite's TransactionSearch primarily links to primary contacts, but a direct search on contacts allows retrieval of all associated contacts and their roles.
Short answer
To find all contacts (primary or otherwise) linked to a NetSuite customer, perform a search directly on the Contact record type. Use the Customer as a criterion to filter results, which will also provide access to the Contact Role field found on the Customer Relationship sublist for each contact.
Scenario
When attempting to retrieve contact information via web services, users may find that TransactionSearch primarily allows joining on primary contacts. This limitation prevents the retrieval of other contacts associated with a customer, along with their specific contact roles.
Solution
To effectively retrieve all contacts associated with a NetSuite customer, including both primary and other contacts, follow these steps:
Initiate a search directly on the
Contactrecord type.Specify the
Customeras a search criterion to filter for contacts linked to a particular customer.The search results will include all contacts (primary or not) related to that customer. The
Contact Rolefor each contact can be found on theCustomer Relationshipsublist.
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