This article assumes that users have full permissions enabled in NetSuite for the Contact record. If you want to prevent users from editing or creating records see this article.

Watch this video or follow the steps below.

Step 1:  You can create new NetSuite contacts, customers or tasks from Outlook. Click on the plus sign and then choose the record type you want to create.

Step 2:  Fill in the relevant information and hit ‘Save’.

NOTE: When creating contacts, make sure when you enter in the company you hit ENTER after to ensure CloudExtend searches and associates the contact with the company.

Your contact is now created in NetSuite!

🚨 Click here to learn another way to create contacts and customers quickly.

Troubleshooting

  • If you have 'required' custom fields on your NetSuite record form NetSuite will return an error message and the record will not be saved. Refer to this article for more information.
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