melissanicho
09/20/2024, 12:09 AMCeligo AI
09/20/2024, 12:10 AMAI generated answer (using internal Slack threads):Based on the conversations provided, there isn't a direct way to show the customer acquisition date in the customer record in NetSuite. However, you can create a custom field in the customer record to store this information. Here's how you can do it: 1. Navigate to
Customization > Lists, Records, & Fields > Entity Fields > New
.
2. In the Label field, enter a name for the field, such as "Customer Acquisition Date".
3. In the Type field, select "Date".
4. In the Applies To field, select "Customer".
5. In the Display subtab, under the Display Type field, select "Normal" (this makes the field visible and editable).
6. Save the field.
After creating this custom field, you can manually enter the acquisition date for each customer. If you have the acquisition dates stored elsewhere, you could potentially import this data into NetSuite.
Please note that this solution requires manual data entry or import, and it won't automatically track the acquisition date for new customers. For that, you might need a SuiteScript or a workflow to automatically populate the field when a new customer is created.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
09/20/2024, 12:10 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817825854
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814332902
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812344134
Celigo AI
09/20/2024, 12:10 AM