Attaching Calendar Events to NetSuite records
Attaching Calendar events works the same way as attaching mails to records. You can start by clicking on the CloudExtend Icon on the calendar view ribbon bar. Attaching events is supported for events received or created by the user.
First time Users
⚠ If you are trying to attach an event for the first time, you will be asked to select your NetSuite user time zone.
It is important that the time zone selected here matches NetSuite user time zone. Selecting a wrong time zone may lead to mismatch in event schedules between Outlook & NetSuite.
Once the time zone is selected, you will be presented with the matching NetSuite records as shown below
Review your NetSuite calendar preferences
If you want others to see your event names (as opposed to just showing you as busy) navigate to Home-Set Preferences-Activities and set your default event access settings for new events. Events created by CloudExtend will use your default NetSuite setting.
Attaching the event
Click one or more of the record available to attach the event to those particular customers/contacts. Once the attach is successful , you will see the event as an activity on the respective records.
Re-sync changes
If the event previously attached has changed , these changes will not sync automatically and you would be required to manually re-sync the changes. Click on the 3 dots next to the attached record to re-sync the changes
Search & Attach to other record types
You can also search for customers and other transaction records using the search functionality and attach events to other record types also.
A few important points to note
- If any of the attendees from Outlook event are not entities in NetSuite, those attendees will be skipped and will not appear as attendees in event created in NetSuite.
- If the event previously attached has changed , these changes will not sync automatically and you would be required to manually re-sync the changes.
- If you are trying to attach an event to a contact not part of the calendar event, it is requires that particular contact is part of a company and the event appears as on activity on that contact and associated company also.