Rick Goodrow
08/22/2024, 4:57 PMCeligo AI
08/22/2024, 4:58 PMAI 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 restrict attaching a contact to a customer record using permissions on a role, you can adjust the permissions for the role in question. Here are the steps to do this: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Edit the role you want to restrict. 3. In the 'Permissions' subtab, find the 'Lists' category. 4. Look for the 'Contacts' permission and set the level to 'View'. This will restrict the role from creating or editing contacts, but they will still be able to view them. Please note that this will apply to all contacts, not just those associated with a specific customer. If you need more granular control, you may need to consider a custom solution such as a workflow or script. Also, keep in mind that this will not prevent the role from seeing the contacts in reports or saved searches. If you need to restrict this, you may need to adjust the permissions for reports and saved searches as well. Remember, any changes to permissions should be thoroughly tested to ensure they do not inadvertently impact other areas of your NetSuite environment.
Celigo AI
08/22/2024, 4:59 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831349432
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830167532
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828930199
Celigo AI
08/22/2024, 4:59 PM