Tag: online customer form

Use of Online Customer Form in NetSuite

Scenario The Online Customer Form in NetSuite captures lead, customer, or contact data from a website, integrating with CRM and ERP modules to automate data entry. Solution The form collects website visitor data, creating or updating Leads, Customers, or Contacts. Enable via Setup > Company > Enable Features > CRM > Online Forms and embed… Continue reading Use of Online Customer Form in NetSuite

Context to Trigger a Workflow After Submitting an Online Customer Form

Scenario There is a requirement to create a workflow that will be triggered when an Online Customer Form is created. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Example: Online Customer Form WF Record Type: Select Customer Sub Types: Select Lead Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Initiation: Select Event Based Event Definition: On Create: Enter Checkmark Trigger Type: Select – All… Continue reading Context to Trigger a Workflow After Submitting an Online Customer Form

Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX

Scenario Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX Solution Online prefix is added if auto-numbering is disabled and if there already exists an entity with the same name. The ONLINEXXX is a feature that tells user in NetSuite that a duplicate lead has been created from an online customer form.… Continue reading Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX

Setting Up an Online Customer Form and Online Custom Record Form

How to Set Up an Online Customer Form Navigate to Online Forms: Go to Customization > Forms > Online Forms in NetSuite. Create New Form: Select New Online Form and choose the Customer record type. Configure Fields: Add standard or custom fields as necessary. You can also specify required fields or hidden fields. Define Access… Continue reading Setting Up an Online Customer Form and Online Custom Record Form

Understanding the Differences Between Online Customer Forms and Online Custom Record Forms in NetSuite

NetSuite offers a wide array of tools to help businesses manage data collection and streamline workflows. Among these are Online Customer Forms and Online Custom Record Forms, both designed for gathering data from users online. While they may sound similar, they serve distinct purposes and have unique setups that cater to different types of information… Continue reading Understanding the Differences Between Online Customer Forms and Online Custom Record Forms in NetSuite

Crafting Your Form’s Look and Feel

As your company aims to optimize its online presence, you recognize the significance of user experience in capturing leads and customer information through online forms. By tailoring the appearance of these forms, you can provide a cohesive and visually appealing interaction that aligns with your brand identity. Whether you’re utilizing NetSuite’s default template or a… Continue reading Crafting Your Form’s Look and Feel

Passing Field value to online customer form through its URL.

We can pass a value to any field in an online customer form created in Netsuite using URL parameters. Example: URL of an Online customer form: https://1072230.extforms.netsuite.com/app/site/crm/externalleadpage.nl/compid.1072230/.f?formid=116&h=AAFdikaIW-DBqeS5ZmgOvJcaPaoDtWGCAWvSkarUgM5nBFSZ12c&custentity_lead_product=BICESTEEM&redirect_count=1&did_javascript_redirect=T You can see the field id and its value are marked in bold. This way we can set predefined values to specific fields in a Netsuite form.

Email for sales rep on submitting online customer Form

Send notification to the Sales rep when a online customer from is submitted.Jira code:THR-182 SolutionSet up a workflow for sending Email.A workflow action script is deployed. When form is submitted the workflow is initiated and email is sent. NOTE:We cannot add any System generated email templates in the workflow,only email templates can be added.Since Email… Continue reading Email for sales rep on submitting online customer Form

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: Navigate to Setup > Marketing > Online Customer Forms > New Provide a Title In the Select Fields tab, add the following fields: Company… Continue reading Create only Contact record through online customer form