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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
New to NetSuite | How to set the custom form as the preferred form for lead records?
When the user is creating a new lead record, it does not default to a custom form that the user has created. It defaults to a different form.
This is causing the users confusion because the default form used does not have the correct fields in it.
Below are the steps on how to det a default form for lead record.
1.Log in as an Administrator.
2.Navigate to Setup > Sales > Sales Preferences
3.In General tab > at the bottom part, select the custom lead form.
4.Click Save
Please note that when you set a preferred form via Customization > Forms > Entry Forms for Lead/Prospect/Customer
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Michelle Jabanes | NetSuite Support Community Administrator
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