Setup an Online Customer Form that Creates New Contact Records Only

Currently, NetSuite's online forms capturecustomer and contact records but never contact record only. In order for thecontact to be created, the record must be linked to a customer (company)record. There is a preference in the Set Up Workflow tab of online customerforms to Create Customers as Companies.

To use an online form to create Contact record only, perform the following steps:

First part is to create the dummy customer record that will hold all contactscreated through the online form.

     1. Navigate to Lists > Relationships> Customers > New.
     
     2. Select Company as Type.
     
     3. Provide a name in the Company Name field(e.g. SignupCustomer).
     
     4. Fill out all required fields.
     
     5. Click Save.
     

Second part is to create the online customer form:

     1. Navigate to Setup > Marketing >Online Customer Forms > New.
     
     2. Provide a Title.
     
     3. In the Select Fields tab, add the followingfields:

•        Company Name

•        First Name

•        Last Name

•        Email

•        Other required fields

     4. For the CompanyName field, check the Mandatory, Hide and Searchcheckboxes.
     
     5. In the Set Up Workflow tab, set thefollowing:

•        Check CreateCustomers as Companies

•        Set the Set LeadStatus, Set Lead Source and Redirect to Form fields to blank

•        Uncheck all allowupdate checkboxes

•        Uncheck UseDuplicate Detection Criteria

     6. Click Save.
     
     7. Click the External tab of the onlinecustomer form.
     
     8. Copy the Publishable Form URL.
     

Lastly, publish the online form to the Web Site. A parameter needs to be added to the end of the Publishable Form URL so that all records submitted through theform will be linked to a customer. In this scenario, the parameter to add is: &companyname=SignupCustomer.

See Web Site URL Parameters and PassingParameters Through URLs for more information.