When a user tries to associate an event to a transaction or support case in NetSuite for the first time the app would allow it. But if the user tries to associate an event to a transaction or support case again, the app will show this duplicate warning as NetSuite allows only value for transaction and support case on an event record.
Let's take a look at the scenario below, the event was already saved to an opportunity record but I want to save it to another record.
Step 1: Look for records using the search box, you can use prefixes the optimize the search.
Step 2: Hit continue and select the record you want to associate the event.
💡 Note:
This is possible using the ExtendSync application however, this will create a duplicate event. NetSuite will only allow you to associate with one transaction at a time.
Your NetSuite calendar will show the event twice depending on how many manual saved you made.
In the NetSuite Calendar, this will appear twice.
If you open each event, you will see the details on the related records:
0001712 | Big 5 CloudExtend Outlook for NetSuite
Opp 0001739 | New Opp
REQUIREMENTS TO ENABLE CALENDAR AUTOPILOT
A subscription to the Group or Enterprise edition is required.
Additionally, your organization must subscribe to Calendar Autopilot separately
New Customers who want Calendar Autopilot will need to purchase a subscription for Outlook for NetSuite Calendar Autopilot Edition starting July 4th. Learn about the fees associated here!
Admins should install the CloudExtend SuiteApp and add users to the subscription portal.
Check out the guide here! 📅
Any Enterprise users who signed up for early access before June 20 can still use the Calendar Autopilot feature at no charge through October 15, 2024.
What happens next?
After September 30, all users will need to be managed in the subscription portal under the Calendar subscription; however, complimentary access will continue until October 15.
Keep your subscription
To continue accessing Calendar Autopilot after October 15, please contact your Account Exec or cloudextend-sales@celigo.com for an expedited quote. All current customers are eligible for a discount of up to 50% on the user licenses.
Cancel your subscription
Your Calendar Autopilot subscription will automatically cancel on October 15, 2024. If you would like to cancel sooner, please contact your CSM or cloudextend-success@celigo.com.
Please reach out as soon as possible to avoid any interruptions to your service.