Different users in your organization may need to see emails in different places. For example, a sales rep may only be concerned about emails on a specific opportunity while an account manager may be more concerned about all the emails for a customer.
When a user saves email to child records such as Contacts (child of Customer), NetSuite will also show that same email on the parent customer record eliminating the need for users to save the email two times.
See where emails are stored in NetSuite and how the roll-up feature works when saving emails to NetSuite! ✨
💡 Note: Please be aware that any emails saved to child customers will not roll up with parent customers.
Child Records will automatically roll emails up to parent records.
When you save an email to any of the following child records using CloudExtend Outlook, the email will AUTOMATICALLY roll up to the parent record for you - without you having to actually check it off:
Contacts | rolls up to their parent, ie customer, lead, prospect
Cash Sales | rolls up to customer
Estimates | rolls up to customer
Invoices | rolls up to customer
Jobs | rolls up to customer
Opportunities | rolls up to customer
Sales Orders | rolls up to customer
Purchase Orders | rolls up to vendor
Vendor Bills | rolls up to vendor