CloudExtend allows end users to create new records as well as attach emails to existing records. See the supported record types for each use case below.
Record Types Supported for Attaching Emails
The following record shown in the list will allow you to save emails from Outlook to NetSuite. This excludes the synchronization of OneDrive or Sharepoint folders and files. |
Cash sale
Contact
Credit Memo
Customer
Customer Deposit
Employee
Estimate
Expense Report
Invoice
Lead
Jobs (Projects)
Opportunity
Partner
Prospect
Purchase Order
Return Authorization
Sales Order
Support Case
Vendor
Vendor Bill
Vendor Return Authorization
Record Types Supported for Viewing
Cash sale
Contact
Credit Memo
Customer
Customer Deposit
Employee
Estimate
Expense Report
Invoice
Lead
Opportunity
Partner
Prospect
Purchase Order
Return Authorization
Sales Order
Support Case
Vendor
Vendor Bill
Vendor Return Authorization
Record Types Supported for Edit and Create
Contact
Customer
Task (create only)
Lead
Prospect
Opportunity