ExtendSync automatically searches for and displays relevant NetSuite records when you select an email to sync.
To make searches faster and more precise, you can filter which record types are automatically fetched.
How Auto-Fetch Works
When you select an email in Outlook, ExtendSync automatically runs a background search to find matching NetSuite records.
It looks for matches in:
Email addresses listed in the To and CC fields
Transaction IDs or numbers (4 or more digits) in the email subject line
If ExtendSync finds related records, they’ll appear in your results list automatically.
Why Set Record Filters?
Setting filters helps you:
Reduce the number of records returned in your search results
Focus only on the record types you interact with most
Improve load speed and accuracy
💡 Note:
This is a user preference setting, you can always adjust this depending on your preference.
You can choose Custom Recordsand Custom Transaction on the list.
How to Configure Record Filters
You can customize which record types appear automatically when you open an email.
Open ExtendSync in Outlook.
Click Menu → Settings → Configure Records Filter.
Select the record types you want ExtendSync to fetch automatically.
You can include Custom Records and Custom Transactions.
Click Back — your selections are saved automatically.
💡 Tip:
You can still manually search for other record types anytime, even if they’re not included in your auto-fetch filter.
🎥 Watch the GIF below to see configuration in action!
