Online Customer Form Setup for Creating Customer Records

Requirement: The requirement is to set up an online customer form that creates both customer records and contact records in NetSuite. The form should include mandatory fields for Company Name, First Name, and Last Name. Additionally, the system should provide options for associating lead sources, mapping campaign events, allowing lead source overwrite on contact records, and updating existing records if a matching contact is found.

Summary: The company needs a solution to configure an online customer form that creates customer records and contact records simultaneously in NetSuite. This involves adding specific fields to the form, marking them as mandatory, selecting lead sources and campaign events, enabling lead source overwrite, and ensuring updates to existing records when applicable.

Solution:

1. Form Field Configuration:

• The online customer form should include fields for Company Name, First Name, and Last Name. These fields are essential for creating customer records and identifying contacts.

2. Mandatory Field Designation:

• The Company Name, First Name, and Last Name fields should be marked as mandatory to ensure that contact information is properly captured during form submission.

3. Customer Creation Setup:

• On the Set Up Workflow subtab of the form configuration, enable the “Create Customers as Companies” option. This ensures that both a customer record and a contact record are created when the form is submitted.

4. Lead Source Selection:

• To associate the lead source with the contact record, select the appropriate lead source in the Set Lead Source field. This allows tracking and identification of the campaign that generated the new lead or customer.

5. Campaign Event Mapping:

• If necessary, track an event related to the online customer form. Select a value in the Set Campaign Event field to map the event that led to the form completion by the customer or lead. This helps in analyzing the effectiveness of different campaign events.

6. Lead Source Overwrite:

• Optionally, enable the ability for the lead source on the form to overwrite the lead source on any contact record that is updated by this form. This ensures that the most recent lead source information is captured and maintained. Check the “Allow Update on Contact Record” box to enable this feature.

7. Saving the Configuration:

• After configuring the online customer form according to the above steps, save the settings to activate the changes.

Upon form submission, NetSuite creates both a customer record and a contact record. If the contact’s first and last name match an existing contact record, NetSuite updates the existing record. This ensures that accurate and up-to-date information is maintained in the system.

To create an online customer form that creates customer records: 

1. Add the Company Name, First Name, and Last Name fields to the form. 
2. Mark these fields as mandatory. 
3. On the Set Up Workflow subtab, check the Create Customers as Companies box. 
4. If you want to set the lead source on the contact record, select it in the Set Lead Source field. Lead source is the campaign associated with the customer form. The value you select lets you know which campaign generated the new lead, customer, or updated information. 
5. You can track an event in the Online Customer Form. After you select a lead source, select a value in the Set Campaign Event field. This value lets you map which event led to the form completion by the customer or lead. 
6. You can permit the lead source on this form to overwrite the lead source on any contact record updated by this form. Check the Allow Update on Contact Record box. 
7. Click Save.