Levi Pruss
10/30/2025, 2:55 PMCeligo AI
10/30/2025, 2:55 PMAI generated answer (using internal Slack threads):To import user notes to the customer record, you can use the CSV import feature in NetSuite. Here are the steps: 1. Navigate to Setup > Import/Export > Import CSV Records. 2. Select the "Entities" record type and then "Customer" as the subtype. 3. Prepare your CSV file with the necessary columns. Make sure you have a column for the internal ID or name of the customer, and a column for the user note. 4. Map the columns in your CSV file to the corresponding fields in NetSuite. The user note should be mapped to the "Notes" field. 5. Run the import. Please note that the user who is performing the import needs to have the necessary permissions to edit customer records and add notes. If you encounter any permission issues, you can check which permissions are insufficient by copying the URL of the note section on the customer record and pasting it into a browser while logged in with the restricted role. The system will tell you which permissions are lacking. ****** 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
10/30/2025, 2:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844421506
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833923399
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831543
Celigo AI
10/30/2025, 2:55 PM