Email Sync: Search for NetSuite records you want to link your emails

Outlook NextGen | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite

Updated over a week ago

There are two ways for you to attach emails and files to NetSuite Records.

Auto-Search

Step 1: From your inbox, click on an email you want to save to NetSuite. CloudExtend does an auto search for you in NetSuite to bring back relevant records that you may want to attach your emails to base on the sender and the recipient's email Ids.

πŸ’‘ Note: With new app, your first search each day may be slow. After that, you can expect significant speed improvements.

Step 2: Choose the record (or records) you want to attach to the email. You have the ability to:

  • Select all records from the Auto-Search by clicking the All button

  • Select certain record/s from the Auto-Search from the list


Manual Search

Search for records manually if you cannot locate the records you want the email to be associated with.

Step 1: Use the search box to look for additional records to save the email. This mimics your NetSuite global search.

Step 2: Type in the keyword you are looking for and it will bring up the related records list. When you click on it, it will be added to your available record list.


Ability to Multi-Select from Search Results

You can search multiple records belonging to different record types at once using the global search bar in the extension and add all of them at once to the Available records to associate them.


Save Emails with Attachments

If you want to include the attachment, click on the paper clip icon, and you can select the attachment you want to sync to NetSuite.

Click the link here to learn more about this feature.

πŸ’‘ Note:

  • For Autopilot, attachments are only included in the first email, not in subsequent ones. The file/s will be stored in the NetSuite file cabinet.

  • To save NetSuite storage, Enterprise users can manually upload and attach files using OneDrive/SharePoint integration.

  • We are developing a feature to allow attachments in future emails, available in an upcoming release.

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