Chelsey Kiester
12/09/2024, 6:09 PMCeligo AI
12/09/2024, 6:09 PMAI generated answer (using internal Slack threads):Contacts not showing on your customer record could be due to a few reasons: 1. Contacts Subtab Visibility: Ensure that the Contacts subtab is visible on the Relationships tab of the customer record. If it's not, you might need to adjust your form customization settings. 2. Record Saving: In NetSuite, certain fields or tabs may not appear until the record is saved. If you're creating a new customer, the contacts might not appear until after you save and reopen the record. 3. Primary Contact Field: If you're trying to access the primary contact information from a saved search, you need to select the "Customer Fields..." linked record and then select the "Primary Contact" field. If you need more details than just the name, you might need to start with a customer search and reach out to the transaction records from there. Remember to always check your form settings and ensure that the necessary fields are displayed and populated correctly. ****** 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
12/09/2024, 6:09 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844626367
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822277
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817511499
Celigo AI
12/09/2024, 6:09 PMCeligo AI
12/09/2024, 6:10 PM