is there a way to create partner or lead records d...
# ask-stanley-ai
a
is there a way to create partner or lead records directly from contact records where the fields map over?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that creating partner or lead records directly from contact records where the fields map over is not directly supported in NetSuite. However, there are a few workarounds that you could consider: 1. Manual Creation via Script: You could manually create the records via a SuiteScript. This would involve writing a script that takes the necessary fields from the contact record and uses them to create a new partner or lead record. 2. Entity Duplication Task: Another option mentioned is to use an entity duplication task to merge the entities. This would involve creating a duplicate of the contact record and then merging it with a new partner or lead record. 3. Record Transform: The
record.transform
method could potentially be used in an undocumented way to achieve this. This method is typically used to transform one type of record into another (e.g., a sales order into an invoice), but it might be possible to use it to transform a contact record into a partner or lead record. 4. Suitelet: A Suitelet could be used to create a pop-up that allows for the entry of the necessary information to create a new partner or lead record. Please note that these are workarounds and may not work in all situations or may require additional customization to fit your specific needs. ****** 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: 0.824380577
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821458459
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813078463
Please provide your feedback on this answer.
a
is there a way to enable the relationships tab on an indiviudal lead record?
r
The bot isn't yet programmed to answer follow-up questions in-thread. But you can ask again in the main channel.