Tag: online 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

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

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.

Online Form

Some Points to note when applying a script to such records like lead, Case, etc. Always release the script to all users and roles, unless it will not work for users who create these records from online (Web Context). Same for Workflow Online Case Form: The following preference overrides customers/companies in Case form Setup> Support>… Continue reading Online Form