Create Opportunity from the Contact Record through Custom Field

To create the custom field that would allow user to create Opportunity from the Contact record, see steps below:

 

1. Navigate to Customization > Lists, Records & Fields > Entity Fields > New.

 

2. Use settings below:

 

            Label: Create Opportunity

            Type: Free-Form Text

            Store Value: No (un-check)

            Applies To: Contact

            Display Tab > Subtab: Main

            Validation & Defaulting > Default Value:

           

            concat('<a href="#" onclick="window.open(', concat('&quot;https://system.netsuite.com/app/accounting/transactions/opprtnty.nl?whence=', concat({company.id}||'&entity='||{company.id}||'&contact='||{id},''))||'&quot;);">Create Opportunity</a>')

                       

            Formula: Yes (check)

           

3. Click Save.