When viewing a record in NetSuite an Email using CloudExtend button will be available.
How to use Send from Outlook
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Step 1: Open a record in NetSuite
Click the Email using CloudExtend button.
Compose the email - ExtenSync supports for all NetSuite templates and attachments by leveraging the native NetSuite email interface.
Once the email is composed, click the Send from Outlook button.
Step 2: Validate email in NetSuite
Go to the Communication tab then Messages. While email is in processs, you will see a notification Pending Processing via Outlook.
Once email is sent in Outlook, the temporary message will be replaced with the actual email details.
Step 3: Find the email in Outlook
The sent email will be available in your Sent Items folder in Outlook with category applied.
Moving forward any subsequent emails will be logged in NetSuite for Enterprise users that have thread-based Autopilot turned on.
Things to Note
When composing email inside NetSuite using the Send from Outlook feature, take note of the following:
The Email using CloudExtend pop-up should not be reloaded.
Record should be in view mode when using Email using CloudExtend pop-up. Any record operations like edit should not be done.
Email using CloudEtend button will not be available on locked NetSuite records.
See Also
Even though emails are being sent via Outlook, the creation and configuration of those emails still adhere to NetSuite's email protocols.
Customizing Email Experience
Email Signatures: Customizing Email Signatures and From Fields
Email Templates: Working with Email Templates