{"id":3290,"date":"2017-08-21T15:35:36","date_gmt":"2017-08-21T15:35:36","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/how-to-set-preferred-forms-for-leads-prospects-and-customers-in-netsuite-2\/"},"modified":"2026-07-28T18:25:39","modified_gmt":"2026-07-28T18:25:39","slug":"comment-definir-les-formulaires-par-defaut-pour-les-prospects-les-clients-potentiels-et-les-clients-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-definir-les-formulaires-par-defaut-pour-les-prospects-les-clients-potentiels-et-les-clients-dans-netsuite\/","title":{"rendered":"Comment d\u00e9finir les formulaires par d\u00e9faut pour les prospects, les clients potentiels et les clients dans NetSuite"},"content":{"rendered":"","protected":false},"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","ga_subtitle":"D\u00e9couvrez comment configurer les formulaires par d\u00e9faut pour diff\u00e9rents types d\u2019entit\u00e9s, y compris les pr\u00e9f\u00e9rences li\u00e9es aux r\u00f4les et les param\u00e8tres de vente sp\u00e9cifiques.","ga_short_answer":"NetSuite permet de d\u00e9finir des formulaires pr\u00e9f\u00e9r\u00e9s pour les prospects et les clients potentiels via les \u00ab Pr\u00e9f\u00e9rences commerciales \u00bb. Pour les fiches clients, les formulaires pr\u00e9f\u00e9r\u00e9s sont g\u00e9r\u00e9s via des param\u00e8tres sp\u00e9cifiques \u00e0 chaque r\u00f4le ou en marquant un formulaire personnalis\u00e9 comme pr\u00e9f\u00e9r\u00e9, ce qui offre une grande flexibilit\u00e9 dans l'attribution des formulaires.","ga_scenario":"Les utilisateurs doivent d\u00e9finir des formulaires par d\u00e9faut sp\u00e9cifiques pour diff\u00e9rents types d'entit\u00e9s, tels que les prospects, les clients potentiels et les clients, au sein de NetSuite afin de rationaliser la saisie des donn\u00e9es et d'assurer la coh\u00e9rence.","ga_solution":"NetSuite prend en charge les formulaires pr\u00e9f\u00e9r\u00e9s bas\u00e9s sur les r\u00f4les pour de nombreux types d\u2019enregistrements, ce qui permet aux administrateurs d\u2019attribuer des formulaires sp\u00e9cifiques en fonction des r\u00f4les des utilisateurs. Toutefois, pour certains types d\u2019entit\u00e9s tels que les prospects et les clients potentiels, les formulaires pr\u00e9f\u00e9r\u00e9s sont configur\u00e9s via les Pr\u00e9f\u00e9rences de vente. Pour d\u00e9finir les formulaires pr\u00e9f\u00e9r\u00e9s pour les prospects et les clients potentiels :\n1. Acc\u00e9dez \u00e0 Configuration > Ventes > Pr\u00e9f\u00e9rences de vente.\n2. Acc\u00e9dez au sous-onglet \u00ab G\u00e9n\u00e9ral \u00bb.\n3. Rep\u00e9rez les champs \u00ab Formulaire de prospect pr\u00e9f\u00e9r\u00e9 \u00bb et \u00ab Formulaire de client potentiel pr\u00e9f\u00e9r\u00e9 \u00bb.\n4. S\u00e9lectionnez le formulaire souhait\u00e9 pour chaque entit\u00e9. Pour les fiches clients, les formulaires par d\u00e9faut ne sont pas d\u00e9finis dans les \u00ab Pr\u00e9f\u00e9rences de vente \u00bb au m\u00eame titre que ceux des prospects et des clients potentiels. \u00c0 la place, les formulaires par d\u00e9faut pour les fiches clients peuvent \u00eatre d\u00e9finis au niveau du r\u00f4le ou en marquant un formulaire personnalis\u00e9 comme formulaire par d\u00e9faut<\/a> directement dans la fiche du formulaire personnalis\u00e9.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T17:35:36+02:00","ga_date_verified":"2026-07-05","ga_source_subject":"Preferred form for each entity","ga_ans_id":"ANS-1551","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"verify_soon","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The claim that preferred forms are not role-based is incorrect; NetSuite supports role-based preferred forms.; The explanation for setting the preferred form for customer records is incomplete, as preferred forms for customer records can be set at the role level or by marking a custom form as preferred, rather than through a 'Preferred Customer Form' field in Sales Preferences alongside Lead and Prospect forms.","ga_final_category":"Custom Fields, Records & Forms","footnotes":""},"ga_category":[97,22,97],"ga_audience":[89],"ga_difficulty":[92],"class_list":["post-3290","qa_entry","type-qa_entry","status-publish","hentry","ga_category-champs-personnalises-enregistrements-et-formulaires","ga_category-custom-fields-records-forms","ga_audience-administrateur-netsuite","ga_difficulty-niveau-intermediaire"],"taxonomy_info":{"ga_category":[{"value":97,"label":"Champs personnalis\u00e9s, enregistrements et formulaires"},{"value":22,"label":"Custom Fields, Records & Forms"},{"value":97,"label":"Champs personnalis\u00e9s, enregistrements et formulaires"}],"ga_audience":[{"value":89,"label":"Administrateur NetSuite"}],"ga_difficulty":[{"value":92,"label":"Niveau interm\u00e9diaire"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3290","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry"}],"about":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/types\/qa_entry"}],"version-history":[{"count":1,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3290\/revisions"}],"predecessor-version":[{"id":5210,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3290\/revisions\/5210"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3290"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3290"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3290"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}