ExtendSync for Outlook allows you to customize which fields appear when creating or editing NetSuite records — including native and custom fields.
This flexibility helps you tailor the experience for your workflow, saving time and improving data accuracy without leaving Outlook.
How to Add or Remove Fields in ExtendSync
Step 1: Hover over the record name in the Associate to section.
Step 2: Click the pencil icon to edit the record.
Step 3: Click the Configure record button.
The Configure Record button is available when creating or updating records in ExtendSync.
Configure Record Options
When configuring fields, you’ll see four main actions inside the ExtendSync form:
Action | Description |
1️⃣ Configure Fields | Add or remove fields you want displayed on the record form. |
2️⃣ Clear Data | Reset the current form data. |
3️⃣ Save Record | Save your updated record directly to NetSuite. |
4️⃣ Update Form Settings | Save and apply your preferred field configuration for future use. |
💡 Tip:
If the record type supports inline editing, ExtendSync will open it directly in the app.
Otherwise, clicking Edit opens the record in NetSuite’s Edit Form in your browser.
Troubleshooting: Missing Fields or Permissions
If you don’t see all the fields you expect in ExtendSync, it’s likely related to your NetSuite role permissions.
For Users
Custom NetSuite roles often restrict visibility to custom fields unless explicitly granted access.
Try these steps:
Switch to a different NetSuite role and reload the app.
If the fields still don’t appear, contact your NetSuite Admin and share the section below with them.
For NetSuite Admin
To ensure ExtendSync users can view and manage custom fields, verify that their role has at least View permissions for the following objects.
Under Setup Tab
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Fields
Custom Item fields
Custom Lists
Custom Record Types
Custom Sublist fields
Custom Sublists fields
Custom Transaction Fields
Customer Status (Optional, only when creating customer, prospect, or leads)
Custom Item Number (optional, for Item number custom fields)
Custom Event Fields (optional, for support case custom fields)
Under List Tab
Custom Record Entries
After Updating Permissions
Ask the user to reload the ExtendSync add-in (sign out and back in).
Allow 15–20 minutes for permission changes to propagate to their role.
If fields are still missing, try again after waiting or contact CloudExtend Support.
Need help?
Click the Help button at the bottom right of the Help Center or inside the ExtendSync app to chat with us.