Netsuite Forms- Best Practices
Netsuite provides back end e commerce functionalities on SAAS infrastructure. The functionalities provide users with accurate and up to date information needed to make accurate decision in the current dynamic market. It is a web-based service, which enables small, medium and large businesses to view, manage and share business data and information from a single system.
The use of Netsuite forms is essential in data management and sharing for any business. Forms are useful in the accounting and finance department of any company. They not only help to with internal controls but also play a great role in mitigating the underlying risks of financial statement misstatement. Management can go through override, errors may occur and fraudulent acts may become common. If there is no real process to track a company’s information down, the company is deemed to fall.
Netsuite forms in this case act as the best solution. There are quite a number of benefits of these forms. They help to prevent users from seeing irrelevant data for their role. They are great for preventing erroneous entries. Lastly, they are Netsuite’s best solution for preventing the misuse of any company’s data due to its ability to restrict the levels of access.
The forms help to ensure that each user only has access to information that dictate what their role is. In fact, this CRM allows one to create a single or multiple forms and in addition allows for customization using its customization features. Whenever a user logs in, they will only be able to access data/information relevant to their role. Access to areas not allowed to them is completely impossible. With multiple forms in Netsuite, there is a guarantee for better experience and confusion avoidance due to irrelevant information.
Creating Forms to Capture New Customer Information
The system allows you to make a web based form your company can use to capture the information of a new customer. Below is a step-by-step guide of the best way to achieve this.
Use the administrator login credential and login as an administrator. Go straight to ‘Setup’ and then choose the ‘CRM’ tab. It is important to note that Marketing has the customer form feature enabled. If you do not see this anywhere, please call Netsuite as soon as you can and request them to enable this feature in your administrator account.
Choose the ‘Sales & Marketing Automation’ option and then choose the ‘Online Customer Form’. Here, you can create a new form or edit an already existing form. The system will take you to a Setup screen where you can set up workflow tab.
Navigate to Netsuite and have a look at your recently created leads. These are sorted by date in a descending order. You can click on each record to see the details in it.
The best way to include Netsuite Forms on your website
Use your preferred website editing software and create a nice rectangular frame. You need to insert menu and inline frame. There should be a link named, ‘Set Initial Page’ on the rectangular shape you create. This page should be your URL the one provided you by Netsuite.
Stretch the rectangular frame created in step one above. This is a great practice that helps to ensure that all the fields include the submit button are visible. Once you are done, go to your website and try accessing the form.
Add an ‘insert’ custom field on the form. This will enable the customer to choose from a drop down list of items for your sale or service. Ensure you include a ‘Thank You’ page that will act as a confirmation that the form has actually been sent.
Point to Note
The Online Customer Form from Netsuite server appears to be originating from the server hosting your website. You will still be able to use it on any of your existing web page. You only need to make sure you supply the right URL as provided by Netsuite.
Using Google Recaptcha on Netsuite Forms
It is important to note that Netsuite does not provide a captcha field for its online forms. This means that an admin will have to find a way out to implement this. The most important thing about the captcha is that it helps to prevent bots and spam from cluttering your data in Netsuite.
Ensure you have a Google account if you want to use Google Recaptcha. Click the Google Recaptcha link once you are logged in and create a Recaptcha key. The next thing is to enter the domain where you want to register. You will have to do this by following this link forms.netsuite.com. Click the ‘Create Key’ button.
The next thing you need to do is to create your Hypertext Markup Language template and online leads form in Netsuite. You cannot use the default template so you will have to create your own. The reason why it is not possible to use the default template is that one does not have any control over the generated code. Make sure you save your form once you are done creating it. You will need HTML5, Bootstrap, JQuery and Google Recaptcha to create the template and the form.
Here is where you create and deploy the Suitelet code. This code is required for the verification process. This means that the Suitelet code will be used to verify that the user has entered the correct code. The last thing is to create a client side script to send an AJAX request to Suitelet with all the required parameters.