Creating an online customer form

If you enable both the CRM and Sales Force Automation features, you can create online forms based on the NetSuite default template. You can also use your own HTML template for your forms. HTML templates let you customize your online forms to match your website’s look.

To create an online customer form:

Go to Setup > Marketing > Setup Tasks > Online Customer Forms > New.

On the Select Type page, choose a template option:

Default Form Template:

Enter a title. This title appears at the top of the form.

In the Message field, enter a message that your customers will see at the top of the form. This message can include up to 500 HTML characters.

If you’re using NetSuite OneWorld, use the default form template to pass the subsidiary to the online form using a URL.

Custom HTML Template:

Enter a title. This title appears at the top of the form.

Select the HTML template you want to use for this form. For more information about creating HTML form templates, read Online Form Templates.

If you want NetSuite to insert labels for your form fields, check the Include Field Labels box. If this box cleared, you must include field labels in your HTML template file.

Check the Enable Online box to link to this form from a website.

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