Customers

A customer's a person or entity that buys goods from you or your business. Customer records track information about your customers and let you see past transactions and communications with them.

The following is a list of some of the information you can track and link with customer records, depending on the NetSuite features you use:

• Contacts

• Events, tasks, and calls

• Messages

• Opportunities

• Transaction history

• Items purchased

• Cases

• File cabinet documents

• Campaigns

• Projects and subcustomers

• Campaigns

• Last Sales Activity

• Profile information

Customer records might start as leads, then become prospects, and finally customers when a sale closes. For information about the lead to customer workflow in NetSuite, see Lead Management.

NetSuite gives you a specialized dashboard for every customer (including leads and prospects) in your system. The customer dashboard gives you quick access to key customer data, so you don’t have to search through multiple screens to find what you need. For more information, see Customer Dashboards.

This section of the Help Center is divided into the following major topics:

• Creating a Customer Record

• Merging Customer Records

• Attaching Events, Tasks, and Calls to Records and Transactions

• Inactivating or Deleting Customers

For information specific to Not-for-Profit (NFP), see Constituents.

General Notices