megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Don't miss out on our Question of the Week! You only have until tomorrow, March 26, 2026, 2:00PM ET to comment your answers.

Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know

Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe

Updating contacts but not customer records from online form

edited Nov 22, 2019 6:16PM in CRM 4 comments

I have a client who has an online form to capture leads, etc. They have the form set up to "update the first record created", however they DO NOT want any of the customer record fields overwritten (only contacts to be added). All customer records are 'company' by default. So when a new lead comes in from an existing company, they don't want the hassle of creating a new record and then managing via duplication tool. They want the contact to be added to the company (hence the 'update the first record created' setting). However, by setting this, things like

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders