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Troubleshooting: Why aren't my custom fields displaying in ExtendSync Outlook when editing my record form?
Troubleshooting: Why aren't my custom fields displaying in ExtendSync Outlook when editing my record form?

ExtendSync Outlook | If you're unable to see custom fields when editing the record form, here is the solution

Updated over a week ago

Custom NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. One step you can try is to switch to a different NetSuite role to see if the custom fields display. If none of your roles display the custom fields, then share this article with your NetSuite Admin and ask them to grant your role the required permissions.

For NetSuite Admin

Step 1: Ensure that View (lowest setting) permissions are set for the records and roles you are working with. Typically the following are added.

Under Setup Tab

Custom Body Fields

Custom Column Fields

Custom Entity Fields

Custom Fields
Custom Item fields

Custom Lists
Custom Record Types
Custom Sublist fields
Custom Sublists fields
Custom Transaction Fields

Customer Status (optional, if only you need to create lead records)

Custom Item Number (optional, only if you need it for Item number custom fields)

Custom Event Fields (optional, only if you need it for support case custom fields)


​Under List Tab

Custom Record Entries
​
​​Step 2: Once the permissions have been added ask your user to reload the app. Send instructions here.

Note, that the new permissions may take 15-20 minutes to propagate to your role. If the below steps do not immediately work please try again after 15-20 minutes (being sure to sign out of the app and back in).

If you are still having trouble please reach out to us via the messenger icon at the bottom right.

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