Create only Contact record through online customer form

NetSuite’s online forms capture Customer and Contact records but never Contact record only. In order for the Contact to be created, the record must be linked to a Customer record.

Solution

Create the Online Customer Form:

1. Navigate to Setup > Marketing > Online Customer Forms > New
2. Provide a Title
3. In the Select Fields tab, add the following fields:
   • Company Name
   • First Name
   • Last Name
   • Email
   • Other required fields
4. For the Company Name field, check the Mandatory, Hide and Search checkboxes
5. In the Set Up Workflow tab, set the following:
   • Check Create Customers as Companies checkbox
   • Set the Set Lead Status, Set Lead Source and Redirect to Form fields to blank
   • Uncheck all Allow Update checkboxes
   • Uncheck Use Duplicate Detection Criteria checkbox
6. Click Save