tarini
03/06/2025, 9:14 AMCeligo AI
03/06/2025, 9:14 AMAI generated answer (using internal Slack threads):In NetSuite, a single contact can be linked to multiple companies using the
Relationships tab
on the contact record. This allows you to maintain one contact record that is related to multiple companies.
Here's how you can do it:
1. Navigate to the contact record you want to link to multiple companies.
2. Go to the Relationships tab
.
3. Here, you can add multiple companies to the contact record.
Please note that adding or removing a company from the Relationships tab
does not change the primary Company
field on the contact record.
If you have contacts that are incorrectly linked to multiple companies due to an upload error, you can try to correct this by importing/updating the parent company for the contact. Make sure to check the OVERWRITE SUBLISTS
option under the Advanced options section while importing. This should remove the extra companies and keep only the ones you have in your CSV file.
If you need to delete a company from a contact record, you can use a custom Mass Update script. This script would simply delete the record. You would then deploy the mass update to the desired record type. From the UI menu, initiate a mass update
and create saved search criteria for the records (rows) you wish to delete.
******
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
03/06/2025, 9:14 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810185671
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.793474793
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.790920436
Celigo AI
03/06/2025, 9:14 AM