can you duplicate a customer record ?
# ask-stanley-ai
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can you duplicate a customer record ?
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AI generated answer (using internal Slack threads):
Yes, you can duplicate a customer record in NetSuite. There are a few ways to do this: 1. Multi-subsidiary Customers: This feature allows you to associate a customer with multiple subsidiaries. However, there are some limitations to this feature, such as not being compatible with consolidated payments. It's recommended to test this feature in a sandbox environment before implementing it in your live account. 2. CSV Export and Import: You can export the customer records via a saved search and then re-import them into the other subsidiary. This method can be time-consuming and may require some data cleanup, but it is a viable option for duplicating customer records. 3. Merging Duplicate Records: If you have duplicate customer records, NetSuite provides a feature to merge or delete these records. You can find more information on this in the NetSuite Help Center. 4. Workflow Automation: You can create a workflow that populates a field with the current internal ID if it's blank. This allows you to set the field however you like without it being overwritten, and you can still have an aggregated reporting field with a decent value in it. Remember to always review the known limitations of each method and ensure it won't disrupt your existing processes. ****** 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: 0.833510697
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83215338
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823711216
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