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 other custom case forms you want the field included on.
To add the Subsidiary field to a form:
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Go to Setup > Customization > Forms > Entry Forms.
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Click Customize next to the form you want to add the field to.
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Verify that the Form is Preferred box is checked.
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On the custom form page, click the Fields subtab.
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On the Main subtab, check the box in the Show column next to Subsidiary.
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Click Save.
When a case saves through the Customer Center or the My Account page of your Web site, the customer's subsidiary appears on the case.
Related Topics
- Setting Company-Level Support Preferences
- Setting Subsidiary-Level Support Preferences
- Setting Up Online Case Forms for NetSuite OneWorld
- Customizing Support Rep Roles for NetSuite OneWorld
- Creating Case Rules and Territories Based on Subsidiary
- Setting Up Your Mail Server for Email Case Capture in NetSuite OneWorld
- Setting Up Customer Support in NetSuite OneWorld