When to use contacts versus sub-customers

There are going to be times when you’re working with a client to get through their customer-related requirements and how they think of their customers might be a little confusing. Some companies, for lots of different reasons, have very different ideas of what they call their customers versus those customers’ contacts. Sometimes, the customer might be a company, and sometimes a person. Those people might work for companies, or they might be self-employed. Just keep the native NetSuite features in mind as your client explains how they think about these entities and you should be OK.

In NetSuite, it’s very straightforward - a contact is someone you want to always be associated with a single lead, prospect, or customer record. Examples of contacts include the CEO, the billing manager, shipping employees, and more – really, it can be anyone who works for a customer’s company and might need to be contacted...