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.
What this Gif or follow the step by step instructions below:
Step 1: Click 'Suggest Related Records'.
Step 2: If the email address is not in NetSuite as a Contact or Customer we will display it here in the 'Matching Records' section. Click the 3 dots to create them as a Contact or Customer.
Step 3: I want to create this email as a Contact so I choose 'Add as Contact'.
Step 4: Enter in all the relevant information and hit 'Save'.
NOTE: Make sure when you enter in the company you hit ENTER after to ensure CloudExtend searches and associates the contact with the company.
Step 4: This will bring you back to the Attach Email to NetSuite Records screen where you now see that newly created contact under 'Matching Records'. Check it off and click 'Save'.
Note: You can also create NetSuite tasks (along with Contact and Customers) by going up to the + sign at the top of CloudExtend.
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.