Manage Records: Search and view NetSuite records in CloudExtend Outlook

OLNS | Search and view NetSuite records in CloudExtend Outlook

Updated over a week ago

To view a NetSuite record without attaching an email watch this video or follow the steps below.

Step 1: Click Search for Records.

Step 2: Choose the record type you want to view and enter the search criteria.

Step 3: Click on the record to view it.

๐Ÿ’กNote: If you have already clicked Suggest Related Records and have results on your screen, click on the record you want to view.

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