Has anyone figured out how to edit the "Role" fiel...
# generalj
Jeremy Dean
04/11/2023, 1:41 PMHas anyone figured out how to edit the "Role" field on the contact record of a customer? It seems its only available on creation but not edit. Don't see it on import, mass update or as a source option for a custom record.
Jeremy Dean
04/11/2023, 2:34 PMUpdate: Found it for csv import under record type "customers and contacts together" but would still like to know how to make this easier to access outside of csv imports.
p
Patrick Olson
04/11/2023, 8:22 PMYou add these under Setup->Sales->CRM Lists.
I'm assuming you have Administrator access or a role with the access to add to CRM Lists
Patrick Olson
04/11/2023, 8:22 PMmessage has been deleted
j
Jeremy Dean
04/12/2023, 6:41 PM@Patrick Olson We have this already but "Role" isn't showing up when editing the contact. It's also not available in the form under fields.
Jeremy Dean
04/26/2023, 6:24 PMSolved: Update Primary is how you edit this. NetSuite put in an enhancement to include it on the regular edit form as well.
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