This article is relevant if you need to update the NetSuite contact role connected to a customer, vendor or entity.
Background
NetSuite has a network based account to contact relationship model allowing you to assign a single role to a NetSuite entity, such as a customer or vendor. Notwithstanding how you can connect multiple roles between a contact and entity, the NetSuite user interface offers few clues on how to change the role on a contact that already is linked.
Three Steps to Update NetSuite Contact to Entity Role Relationships
Click the image to see the three steps to modify and update an existing NetSuite contact role relationship record.
- Select the contact that is currently connected to the entity
- Select a different role relationship
- Click the attach button to change the relationship
Get Expert NetSuite Help
I would like to thank members of the Prolecto team for helping each other with this tip as it inspired me to bring it to you. If you found this article valuable, feel free to receive updates as new articles are published. If you would like to get control over your NetSuite contact role relationship to drive purposeful action, let’s have a conversation.
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Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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Another way is to click the confusingly named “Update Primary” button, and then on the page that pops up, click Edit. Although it’s called “Update *Primary*” it actually allows you to change a contact to *any* role.
Thank you Michael. Yes, indeed, here is how that looks:
Can this be done from backend like scripting/imports/integration. I tried but not found any way!
it will be helpful if you can suggest
Hello Nikita,
Try this Suitesript pattern to attach and update NetSuite’s built-in Attach Contact to Customer or Vendor.
record.attach(
{
record: {
type: record.Type.CONTACT,
id: 9309
},
to: {
type: record.Type.CUSTOMER,
id: 9275
},
attributes : {
role : 3
}
});
Marty
Thanks for sharing the code snippet, made my day.