ExtendSync automatically searches for and displays relevant NetSuite records whenever you select an email in Outlook.
This feature, called Auto-Fetch (or Auto-Search), saves time by instantly suggesting records you may want to attach your emails to.
How Auto-Fetch Works
When you select an email, ExtendSync automatically searches NetSuite to bring back related records.
It looks for matches using:
The email addresses in the To, From, and CC fields.
Any 5-digit (or longer) numbers in the subject line, such as transaction IDs or reference numbers.
💡 Tip: Auto-Fetch uses the same logic as your NetSuite global search to surface the most relevant matches.
Step 1: Configure What Records Are Displayed
When you choose an email, ExtendSync will search by checking the email addresses listed in the TO and CC sections. This search will bring back relevant records if it finds any matching records. Additionally, it searches for 5 or more digits in the email subject line.
🚨 Click here to learn about how you can configure what record types you want to be displayed on the auto-fetch. For example, maybe vendors are not relevant for you and you want Sales Order pulled back.
Step 2: Select Records
After ExtendSync displays the results:
Click All to attach the email to every record returned, or
Select one or more records individually from the list.
If you don’t see the record you’re looking for, use the search bar to find it manually.
Ability to Multi-Select from Search Results
You can search multiple records belonging to different record types at once using the global search bar in the extension and add all of them at once to the Available records to associate them.
Step 3: Attach the Email
Once you’ve selected the correct records:
Click Save Email or choose a save method (One-Time Save or Autopilot).
ExtendSync will automatically associate the email and attachments, if included with the selected records in NetSuite.