tagging a customer on a contact
# ask-stanley-ai
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tagging a customer on a contact
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AI generated answer (using internal Slack threads):
In NetSuite, you can associate a contact with a customer and also with a case. Here's how you can do it: 1. Tagging a Contact to a Customer: When you are on the customer record, there is a sublist for 'Contacts'. You can add existing contacts or create new ones directly from this sublist. These contacts will then be associated with that particular customer. 2. Tagging a Contact to a Case: When you are creating a case, there is a field for 'Contact'. You can select a contact from the dropdown list. This list will show all contacts associated with the customer that the case is related to. If the contact you want to associate with the case is not in the list, you will first need to associate that contact with the customer (as described in step 1), and then you will be able to select it when creating the case. Remember, a case is related to a customer, and a contact is also related to a customer. So, to associate a contact with a case, you first need to associate the contact with the customer that the case is related to. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834303737
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831742764
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829989254
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