Create records inside your email interface. ExtendSync adheres to the permissions of your assigned NetSuite role. Your administrator must enable each record type for your role to allow you to create or update records.
Step 1: Open Outlook and Access ExtendSync
Launch Microsoft Outlook and ensure the ExtendSync add-in is installed and active.
Open an email that contains the task information you want to save.
Click on the ExtendSync panel from the Outlook ribbon or Apps icon inside an email.
Web and Mac Users (Open an email)
Outlook Classic (Ribbon Bar)
Step 2: Create the Task record
Click the + sign at the top right corner of ExtendSync then select Task.
Select all the mandatory and preferred fields. To customize your form, click on the Configure field button to update the form layout. Click here to learn more about customizing form.
Enter values in all necessary fields, ensuring mandatory fields are completed, such as:
Assigned
Due Date
Start Date
Status
Priority
Step 3: Save the Task
Click Save to create the record in NetSuite.
ExtendSync will process the request and confirm when the record is successfully created. Select View in NetSuite to open, the task.
Common Errors and FAQ
🔵 Where to view tasks in NetSuite?
First Option - Task List View
Step 1: Go to Activities > Scheduling > Tasks.
Step 2: Use the filters to search for task.
Second Option - Task List
Step 1: Go to Activities > Activities Overview.
Step 2: In the task portlet, use the filter to look for tasks.
** If task portlet is not showing, click Personalized > List.
Third Option - Calendar Portlet
Step 1: Go to Activities > Activities Overview.
Step 2: In the calendar portlet, you will see the task assigned to you. If the calendar is public for others, it will also be shown in the dropdown.
🔵 Can a custom form be set when creating a record?
ExtendSync automatically uses the default form assigned to your record. If your preferred form differs from the default, you can manually select it by adding the Custom Form field. Follow the steps outlined here.
🔵 Why are Custom fields not showing?
By default, only standard fields are displayed therefore validation will fail if the user tries to save a record that has required custom fields. To avoid this, users should configure the fields to be entered and include the appropriate required fields.
Request permissions to your Netsuite admin to expose the fields. Once the permissions are added, adjust the form in Outlook. Check out troubleshooting guide here.
Note that at present this requires each ExtendSync user to make their own modifications.