See the list of record types that can be searched and attached.
Record Types Supported for Attaching Emails
The following record shown in the list will allow you to save emails from Outlook to NetSuite. This excludes the synchronization of OneDrive or SharePoint folders and files. |
Entities
Contact
Customer
Employee
Job
Lead
Partner
Prospect
Vendor
Transactions
Cash Sale
Check
Credit Card Transaction
Credit Memo
Customer Deposit
Customer Payment
Estimate
Expense Report
Invoice
Item Fulfillment
Item Receipt
Opportunity
Purchase Order
Return Authorization
Sales Order
Vendor Bill
Vendor Credit
Vendor Return Authorization
Activities
Support Case
Custom Records
Configure the records section in Settings.
Enhancement to include the Custom Records list so that users can select which Custom Records they want to see in Available Records suggestions.
Record Types Supported for Create within the application
Employee
Contact
Customer
Vendor
Lead
Prospect
Partner
Job
Opportunity
Support Case
Task
💡 Note: If the records you are looking for are not part of the list, turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.