When you log in to the ExtendSyn app you see two main buttons Suggest related records & Search for records . When you click on Suggest related records the App will auto-fetch matching entities & transactions based on the NetSuite records you configured to be returned. ExtendSync also allows you to manually search records.
Auto Suggest Related Records
If you have not yet configured your auto-fetch records learn more here.
Import Note About Auto FetchIf you want record types that support searching for digits in the subject line (ie transactions, jobs, and projects) and the digits you are searching for are part of a text string, ie INV12345 your admin will need to make minor customization as outlined here in order for them to be returned automatically. |
Entity Types Supported and how they are fetched
ExtrendSync currently supports the following entities
Customer
Prospects
Leads
Contacts
Partner
Vendor
Employee
Jobs (Projects) - See more info
Support Cases - See more info
ExtendSync auto-fetches these entities based on an email match from the sender or recipient list.* The app runs a NetSuite global search and filters the records returned based on your auto-fetch records filter.
Jobs (Projects)
ExtendSync will find a matching job when either of the below is true.
When the sender/recipient on the email is listed as the primary contact on a Job
When the sender/recipient's email is listed as the email address on the customer record related to the Job
When the job number is 4 digits or higher and is on the email subject line
Support Cases
ExtendSync will find matching cases when any of the below are true
- When the case number is 4 digits or higher and is on the email subject line
Transaction Types Supported and how they are fetched
When a transaction match is found, the top 10 (based on the created date) will be returned.
Estimates (Quotes)
Prerequisites
- Configure auto fetch settings to display estimates.
How ExtendSync finds matches
Extendsync will find a match when any of the below are true
-When the number in the subject line 4 digits or higher matches the document number or any number in the title of the estimate
- When the sender/recipient on the email is listed as the 'primary contact' on the estimate
- When the sender/recipient's email is listed as the email address on the Customer record related to the estimate
Opportunities
Prerequisites
- Configure auto fetch settings to display the opportunities
How ExtendSync finds matches
ExtendSync will find a match when either of the below are true.
- When the sender/recipient on the email is listed as the 'primary contact' on the opportunity
- When the sender/recipient's email is listed as the email address on the Customer record related to the opportunity
Cash Sale, Invoice
Prerequisites
- Configure auto fetch settings to display the customer record as well as the desired transaction types to be returned
How ExtendSync finds matches
ExtendSync will find a match when the below is true.
- When the sender/recipient is listed as the primary email address on the record the associated transactions will display
- ExtendSync will try and match any number in the subject line 4 digits or higher and include those transactions
Purchase Orders, Vendor Bills
Prerequisites
- Configure auto fetch settings to display the vendor record as well as the desired transaction types to be returned
How ExtendSync finds matches
- When the sender/recipient is listed as the primary email address on the record the associated transaction(s) will display
- ExtendSync will try and match any number in the subject line 4 digits or higher and include those transactions
Manually searching for a record
ExtendSync will return results very similar to a NetSuite global search. To manually search for a record enter data related to the record to surface it. For an entity, you can enter search terms like a name or email address.
In the example below a user is manually searching for a Sales Order number 123839.
