72 results total
Browse practical NetSuite answers in Customer & CRM Records, filtered by topic, audience, and difficulty.
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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…
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Employees can be made available as contacts in NetSuite through two main configurations. The first involves enabling the 'Show Employees as Contacts' preference in Company General Preferences. Alternatively,…
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While a direct 'undo' button for established entity relationships with associated transactions is not available, NetSuite allows for the removal of specific entity subtypes (e.g., customer role) if…
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To manage both legal and unofficial customer names in NetSuite, use the standard 'Company Name' field for the official legal name. Create a custom text field on the…
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The NetSuite Customer Center is an out-of-the-box component, with standard access typically included in a base subscription. However, its default configuration often grants broad permissions, including order placement,…
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NetSuite marketing campaigns have email sending limits. A campaign domain is required for over 10,000 emails monthly. DKIM configuration removes the 10,000 per-blast limit; without it, monthly limits…
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To disable estimates, uncheck the 'Estimates' feature under the Transactions tab in Setup > Company > Enabled Features. For prospects, understand that 'Prospect' is both an entity status…
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To measure multi-contact attribution for contact rating in NetSuite, implement custom fields to capture relevant data. This data can then be aggregated using a saved search configured to…
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To prevent duplicate customer registrations in a NetSuite Web Store, implement a custom script on the registration page. This script utilizes an AJAX call to a Suitelet, which…
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To prevent unwanted "Case Updated" emails in NetSuite, configure an alert search on the Case record. This allows administrators to precisely select which specific fields, when updated, should…
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To programmatically attach a contact to a customer or other supported records in NetSuite, utilize the record.attach(options) API in SuiteScript 2.x. This function facilitates various record relationships, including…
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NetSuite sales territories can be reassigned either through a manual mass update or by leveraging the sales territories and rules system. For manual updates, navigate to List >…
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