Tag: online customer form

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