CloudExtend sends search requests to NetSuite as global searches in the same way that you would enter search criteria in the NetSuite UI. The results are then filtered based on criteria you have set in the App (see # 1 below).
What to do when you don't see desired results
Try the following steps below. If you're still having trouble contact us using the chat icon below or email us at email@example.com.
- Make sure you have configured which records you want in your auto fetch results. More on that here. If you already have the correct records configured and CloudExtend is still not pulling back the expected results, proceed to the next troubleshooting tip.
- Login to your NetSuite account (www.netsuite.com) using the exact same role that you use to login to CloudExtend and enter the search criteria in the Global Search box at the top (typically an email, transaction title, or transaction number). If you see results there then you should also be able to see them in CloudExtend Outlook.
- Make sure you are logged into the correct NetSuite role. We find that sometimes users are accidentally logged into a Sandbox Account or a role that does not have access to certain records. To check to see which role you are in and/or switch your role, watch the GIF below. Switch roles if you are in the wrong role and try searching for the records again.
CloudExtend uses logic to pull back records. For example, a customer record is only going to pull back in the auto fetch if the email address of the sender or recipient is listed on the record (the customer record won't pull back simply if the email address of the contact is associated with that customer). Anytime you save an email to a contact, and that contact has a parent company associated with it (customer, prospect etc.) it will AUTOMATICALLY roll up to the parent level.
EXAMPLE: You receive an email from firstname.lastname@example.org and you want to associate it with the contact and customer records. You click on "Suggest related records" and the auto fetch pulls back the contact but no customer is pulled back. You do not need to go to the "Add more records button" at the bottom and search manually for the customer. The email will automatically save to the customer once you save it to the contact.
HUGE time saver!