how do i best track multiple contract details for ...
# ask-stanley-ai
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how do i best track multiple contract details for one netsuite customer?
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To best track multiple contract details for one NetSuite customer, you can utilize custom fields and records to hold contract data in NetSuite. This approach allows you to track your contractual details efficiently. Here's a suggested approach: 1. Create a custom record to hold all the contract data. This custom record can be made a child of the entity (vendor/customer). This allows you to manipulate data efficiently. 2. Use custom fields in transactions to hold specific contract details. These fields can be linked to the custom record created in step 1. This approach provides a flexible and efficient way to manage contract details for each customer. However, it's important to note that this is not a full-fledged Contract Lifecycle Management (CLM) solution. For a more comprehensive CLM solution, you might need to integrate with external systems like DocuSign CLM, Adobe Esign/contract, or PandaDocs. Please note that while NetSuite does have a Contract Renewals module, it is not recommended for this purpose as it is a complex system of scripts and workflows that can impact the performance of your sales workflow and may not work well except for very specific use cases.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82985729
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825541
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820772171
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