NetSuite: Streamlining New Customer Paperwork and Credit Applications
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One of our clients is an American firm from the switchable magnetic technology background.
Requirement
The firm had a custom requirement in Customer Paperwork and Credit Application. This customization will help the customers to fill in and save the details online.
They approached us for NetSuite customization because our solution was perfectly fit for their business. The American firm wanted us to create a page on the portal. Users can access this page to fill in and save the details online.
One needs to repopulate these details in the NetSuite system as a lead. This includes all the associated details such as contact information for different sections with the information attached.
The client also wanted the user to take the printout of the form once submitted.
Solution
Our experts did not find any fields for bank preference and trade preference in the NetSuite Lead Records. Therefore, they created new custom fields under the new tab bank preference and trade preference.
They created a credit application form on the website where the customer can fill in the details online. Upon saving the form, one can save the information to create the lead record and contacts in NetSuite.
After the submission of the form, the user redirected to a page that contains the print button. Upon clicking on the button, it redirects to the print page and the user can download it.
Result
NetSuite experts of Jobin & Jismi found a solution successfully. Now the customers can fill in and save the details online and can download the printout of the form. The customization allowed our client to establish credit with their customers.
