How do I create a link field on a customer record that will link to the Log Task form in a new window and prepopulate the Customer in the form?

AI generated answer (using internal Slack threads):

To create a link field on a customer record that will link to the Log Task form in a new window and prepopulate the Customer in the form, you can follow these steps: 1. Create a custom field on the customer record. This field will be of type 'Free-Form Text' and will be used to store the URL that links to the Log Task form. 2. In the 'Default Value' field of the custom field, you can use a formula to generate the URL. The formula will look something like this:

html
'<a href="https://[YOURACCOUNTNUMBER].app.netsuite.com/app/crm/calendar/task.nl?l=T&custevent= ' || {internalid} || '" target="_blank">Log Task</a>'

Replace

[YOURACCOUNTNUMBER]

with your actual NetSuite account number.

{internalid}

is the placeholder for the internal ID of the customer record.

custevent

is the ID of the customer field on the task record. 3. Save the custom field. Now, whenever you view a customer record, you will see a 'Log Task' link. Clicking this link will open the Log Task form in a new window and prepopulate the Customer field with the current customer. Please note that this solution assumes that you have the necessary permissions to create and modify custom fields in NetSuite. Also, the URL structure may vary depending on your NetSuite account setup. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******