1. Support Management
  2. Setting Up Case Management
  3. Setting Up Customer Support in NetSuite OneWorld
  4. Setting Up Case Forms for NetSuite OneWorld

Setting Up Case Forms for NetSuite OneWorld

By default, the Subsidiary field appears on the Standard Case Form and the Standard Help Desk Form. You must add the Subsidiary field to the Standard External Case Form and any custom case forms where you want it to appear.

To add the Subsidiary field to a form:

  1. Go to Setup > Customization > Forms > Entry Forms.

  2. Click Customize next to the form you want to add the field to.

  3. Make sure the Form is Preferred box is checked.

  4. On the custom form page, click the Fields subtab.

  5. On the Main subtab, check the box in the Show column next to Subsidiary.

  6. Click Save.

When a case saves through the Customer Center or the My Account page of your website, the customer's subsidiary appears on the case.

Related Topics

General Notices