Configuring Contact Form General Settings

Set the general fields in Site Management Tools (SMT) to set up your contact form.

Log into Site Management Tools. For details, see Logging into Site Management Tools.
Go to the page that has the contact form you want to configure.
Click the Edit Mode icon from the site management toolbar.
Hover over the contact form content to display the content controls.
Click Edit to display the Contact Form Settings in the side panel.

Select the General subtab and set the following fields:

Field	Description
Name	This sets a description of your new content.
Visibility	This sets the visibility option that determines when you would like to make the form visible. For more information about visibility options, see View Site as of a Specific Date in Site Management Tools.
Form Header	This specifies the information or instructions for the Contact Form.
Create Lead As	This determines how the contact information is stored in NetSuite. When the lead is created as an Individual, personal information, not company information, is stored in the individual’s lead record. When the lead is created as a Company, company information, not personal information, is stored in the company’s lead record.
Create Support Case	This determines if you want to create a Support Case record along with a lead. If you do not check the box, all fields that apply to support cases are ignored, even if visible and complete.
Mandatory Field Reference	This sets the text that displays to indicate form fields that are required.
Tags	This sets keywords to help filter your content in the Review Changes list. For more information, see Content Tags and Filter Tools.

Field

Description

Name

This sets a description of your new content.

Visibility

This sets the visibility option that determines when you would like to make the form visible.

Form Header

This specifies the information or instructions for the Contact Form.

Create Lead As

This determines how the contact information is stored in NetSuite.

When the lead is created as an Individual, personal information, not company information, is stored in the individual’s lead record.

When the lead is created as a Company, company information, not personal information, is stored in the company’s lead record.

Create Support Case

This determines if you want to create a Support Case record along with a lead.

If you do not check the box, all fields that apply to support cases are ignored, even if visible and complete.

Mandatory Field Reference

This sets the text that displays to indicate form fields that are required.