Tag: online forms

Tailored Online Forms for CRM and Sales

As part of your company’s efforts to streamline customer interactions and boost sales, you are seeking ways to effectively collect customer information and manage leads. You’ve decided to leverage both the CRM and Sales Force Automation features in NetSuite to achieve this. To provide a seamless experience for website visitors and ensure consistency with your… Continue reading Tailored Online Forms for CRM and Sales

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,… Continue reading Online Customer Form Setup for Creating Customer Records

Online Customer Form Management for Website Interaction

Requirement: The requirement is to establish a system for utilizing online customer forms on the company’s website. These forms serve the purpose of gathering information from customers, leads, and contacts, allowing customization of form appearance. It is necessary to provide options for linking to the form, embedding it within the website, handling duplicate records, creating… Continue reading Online Customer Form Management for Website Interaction

Online Case form sample template (Hiding mandatory fields)

This is a custom template That can be used for creating online case forms in Netsuite. The online case forms can be used to create a new case record in NetSuite from the website. While submitting the form a case record will be created on the NetSuite. In this template, we can see the script… Continue reading Online Case form sample template (Hiding mandatory fields)