Chris Raitzyk
08/11/2025, 3:01 PMCeligo AI
08/11/2025, 3:01 PMAI generated answer (using internal Slack threads):To add links to the Actions drop-down list on a Customer Record, you can follow these steps: 1. Navigate to the record you want to customize (in this case, the Customer record). 2. On the right part of your record, there's a link called 'Customize'. Click on this link to customize the form users use to enter data on NetSuite. 3. In the form customization page, you can add or remove actions to the Actions menu. Please note that no coding is necessary for this process. However, if you want to trigger a function on a script when an option is selected from the menu, you would need to use SuiteScript. If you want to display multiple custom record dropdown lists on a customer record similar to the opportunity tab, you can create a new search for the data you want with the customer as a filter. Then add the new search as a custom sublist and assign it into the customer record. ****** 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
08/11/2025, 3:01 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
08/11/2025, 3:01 PM