Customer Record Subtabs

The subtabs that appear on a customer record vary depending on the features enabled in your account and the permissions included in your user role. The following list includes the most common subtabs with brief descriptions and links to additional information.

• Subsidiaries – If you use the Multi Subsidiary Customer feature of NetSuite OneWorld, standard customer record forms include a Subsidiaries subtab. This subtab enables you to assign secondary subsidiaries to the customer. For information, see Assigning Additional Subsidiaries to a Customer.

• Relationships – This subtab lets you associate contacts, subcustomers, and (if you use the Multi-Partner Management feature) partners with the customer. For information, see Associating a Contact with a Record and Associating Partners With Customers and Transactions.

• Communication – Use the subtabs on this subtab to create and add activities associated with this customer or contact. NetSuite filters messages on this subtab according to those sent to the currently selected entity. For example, if you select a customer, all communication sent to that customer’s primary contact is listed. If you select a contact, communication sent to that contact is listed. For more information, see Attaching Events, Tasks, and Calls to Records and Transactions.

  This subtab also lets you attach files and add your user notes to the record. For information, see Attaching Files to Records.

• Address – This subtab is where you enter addresses for the customer. Each customer can have multiple addresses. For some customer transactions, a valid billing or shipping address (or both) is required. For instructions, see Entering an Address on a Record.

• Sales – This subtab holds information related to your sales organization's work with a customer. Subtabs under this subtab include Sales Team, Transactions, Items Purchased, and more depending on the features enabled in your account and the permissions in your user role. For more information, see Entering Sales Information on the Customer Record.

• Marketing – This subtab holds all of the information related to your company's marketing efforts with a customer. For information, see Entering Marketing Information on the Customer Record.

• Support – This subtab is associated with the Support Management features in NetSuite. The Cases and Issues subtabs commonly appear under this subtab. For information, see Working With Cases and Issue Management.

• Financial – This subtab includes information related to the customer's account with your company, including credit card data, price level, taxation, and account balance. For information, see Entering Financial Information on the Customer Record and its subtopics.

• Preferences – This subtab contains the language, shipping, and transaction sending preferences for a customer. For information, see Setting Preferences on the Customer Record.

• Access – This subtab appears when the Customer Access feature is enabled in your account. For information, see Giving Customers Access.

• System Information – This subtab tracks changes to the customer record, including the user, context, type, field, old value, and new value.

General Notices