[steven_stewart]

Hi All,

I’m back with another question (lots of implementations this month). I have an online Netsuite “Record” attached to a customer record that allows the customer to “register” a product per say. I need to know if the following is possible, and the best way to do it:

1. If the customer already has a customer record in the system, and submits a product registration from the online form link, could we make it so that the registration record will attach itself to the existing customer record (maybe based on email, etc)

2. If the customer submitting the product registration record does not have a customer record in the system, could we have the system create a customer record based off of the online product registration?

Thanks in advance for any assistance you can offer!
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[k_dunc]

Hi Steven,

Simple answer is yes. So this is an Online Customer Form you’re using? If so, in the Workflow subtab, you have some options there that allow you to ‘allow update of customer record’. You could set these. If you wanted to handle it smarter, I’d suggest writing some code, then attach your code to the Online Customer Form in the Custom Code subtab. You’d probably want to use the “Save Record Function”, and from there, within your code, you could write your own custom search for Customer records that have this same email address (or potentially any other field or combination thereof), and then you can decide on what to do if the same Customer registers a new product, or perhaps an existing product (or potentially, a product that someone else has already registered – if you’re recording serial numbers for example).

Cheers,

Kirk.

[steven_stewart]

Kirk,

Thank you for the reply, much appreciated. Just to add, the customer form itself is not an online form. The product registration is. That is why I have the concern over being able to trigger the creation of an internal Customer record from an online record within Netsuite. Thanks again!

[k_dunc]

Hi Steven,

That should still be fine – via coding. So long as your online form contains enough customer information to make a Customer record should you need to, then there will be no problem doing it via a product registration online form. Good luck with it.

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