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!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
NetSuite 2025.2 Release Notes - This document summarizes the changes to NetSuite between 2025.2 and the previous release.
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
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!

form customization

edited Dec 3, 2019 3:26PM in General 13 comments

I have created some forms, applied at the customer entry level, where there are mandatory fields that must be entered.  All the nice little tidbits like terms (to ensure the enforce credit holds works), country (so we can ship integrated with fedex), and child of (so we know what division they belong to). 

I have created a customer entry form with all of the "mandatory" stuff, and a standard, pop up form, for quick entry of the leads. 

My issue is that I just found that the sales has no idea how to access the "quick" form.  I have their role, and I couldn't find it either.  When entering a lead, we should be able to enter the utmost basics, they are, after all, a lead.  When the lead shifts to customer, I want the fields to become madatory.

~angela

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 3 (Jul-Sep 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders