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Email Sync: Jump to a NetSuite record quickly from CloudExtend Outlook
Email Sync: Jump to a NetSuite record quickly from CloudExtend Outlook

OLNS | Learn how to get into NetSuite to view a record quickly from CloudExtend Outlook

Updated over a week ago

You can jump to NetSuite quickly to view a NetSuite record, from both the Suggest related records screen or the Search for records screen.

Watch this short Gif or follow the steps below:

Step 1: Click on Suggest Related Records.

Step 2: Hover over the icon next to the record you want to view in NetSuite.

Step 3: Click on the icon. This will open up a new tab and bring you directly into that record in NetSuite.

OR

Step 1: Click on Search for records

Step 2: Hover over the icon next to the record you want to view in NetSuite.

Step 3: Click on the icon. This will open up a new tab and bring you directly into that record in NetSuite.

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