Are you seeing categories in your Outlook emails?
Why is this happening?
An email address has been set up to sync automatically to a NetSuite record. Your organization is set up with ExtendSync Enterprise Edition allows users to sync emails to NetSuite automatically.
🚀 Learn about the different save methods
Watch the video here and learn the next steps!
What should I do?
Determine the Email Autopilot
Turn off the Email Autopilot
How can I delete emails in NetSuite?
Save the email to the correct record
Step 1: Determine The Autopilot
CloudExtend offers different saving methods depending on how you want your emails to get stored in NetSuite.
👉 See this link to determine the Autopilot feature enabled on your end.
Step 2: Turn off the Email Autopilot
Stop any automatic association to limit misplaced emails stored in NetSuite. Learn how to turn off Autopilot.
Now, admins can enable and disable the Autopilot feature for users.
If you have an autopilot preference or choose a set of users to enable autopilot.
Check how to Manage your organizations Email Autopilot settings.
Step 3: How can I delete emails in NetSuite?
If your user role in NetSuite has permission to delete emails, you'll see a remove button.
If you do not see this option, reach out to your NetSuite admin and request for the email to be deleted.
Step 4: Save the Email to the correct record
Choose from the available records or search for the correct record to save the email to.
👉 Know more about searching for records.
