On a lead record, when contact type is individual ...
# ask-stanley-ai
a
On a lead record, when contact type is individual and not company, is there a way to enable the relationships tab so you can attach contacts to it?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that when a Lead/Prospect/Customer is set to the type "Individual", the Relationships/Contacts subtab is suppressed, meaning you cannot add Contacts to an Individual. This is because the "Individual" is still considered a Customer record and not a Contact. There is a feature in NetSuite that allows for Lead conversion, but it's not clear if this would automatically convert an Individual to a Prospect and then create a Contact. As for altering the fields shown when switching between company/individual on lead records, it seems that this is not possible due to a permanent client script on the forms. ****** 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: 0.839491367
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837983191
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824958622
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