Saturday, September 22, 2018

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

The following setup causes this behavior:

     1. Auto-Generated Number for Entity (Customer) is not enabled. To check:

          a. Navigate to Setup > Company > Auto-Generated Numbers.

          b. Select Entities tab.

          c. Verify if Customer type is enabled.
          
     2. Use Duplicate Detection Criteria is not Enabled in the Online Customer form. To check:

          a. Navigate to Setup > Marketing > Online Customer Forms.

          b. Edit the Online Customer Form.

          c. Click the Set Up Workflow tab.

          d. Verify if Use Duplicate Detection Criteria checkbox is checked.
     

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 the user in NetSuite that a duplicate lead has been created from an online customer form.

If user creates a unique lead through the online customer form, name entered by the user is used as the Customer ID.

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