Andrea Hargate
06/17/2025, 11:19 AMCeligo AI
06/17/2025, 11:20 AMAI generated answer (using internal Slack threads):To add the customer name and address to the Generate Statements under Customers, you would need to modify the Advanced PDF/HTML Template used for the customer statements. Here are the steps: 1. Navigate to
Customization > Forms > Advanced PDF/HTML Templates
.
2. Find the template used for your customer statements. If you're not sure which one it is, it's usually the 'Statement' template.
3. Click 'Edit' to modify the template.
4. In the template, you can add fields using the syntax ${record.fieldname}
. For the customer name, you would use ${record.entity}
. For the address, you would use ${record.address}
.
5. Save your changes.
Please note that the field names may vary depending on your NetSuite setup. If you're not sure about the field names, you can check them in the record browser in NetSuite.
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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
06/17/2025, 11:20 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8450647
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836744487
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835774183
Celigo AI
06/17/2025, 11:20 AM