Using Templates
You can make use of your native NetSuite templates when composing an email and also make edits as you wish before sending emails via Outlook.
What You Can Do
Compose an email using native NetSuite email templates.
Edit the content before sending (subject line, message body, or attachments).
Include attachments from Netsuite File Cabinet or upload new files to File Cabinet and attach.
Send via Outlook while maintaining a complete record of the message in both systems.
Where Sent Emails Appear
Once sent, it would be visible in:
Outlook Sent items
Communication tab in NetSuite
Additional Benefits
Replies to thread will automatically sync to NetSuite using Thread AP feature.
Category will be applied to email in Outlook.
Including Attachments
You can also include attachments to your email. You can either upload them from your local machine to the NetSuite file cabinet and then attach or select from existing files in your NetSuite File Cabinet.
How to Add Attachments
In the email compose window, open the Attachments tab.
Search for files in the NetSuite File Cabinet, or upload new files from your computer.
Attach them to your message before sending via Outlook.
Attachment Guidelines
For an email, the individual attachment file that is supported is up to 10 MB.
The total email size limit should not exceed 25 MB.
Attachment types below are supported:
ttf, emf, otf. psd, woff, lzh, dwg, mpp,wfx, mov, eml, pdf, doc, docx, txt, mp4, mpeg, png, jpg, jpeg, jpe, pjpeg, bmp, gif, svg, csv, ico, xml, ppt, pptx, xls, xlsx, tga, ras, zip, gzip, rtf, html, mhtml, mp3, tiff, mpg, js, wav
Keep in Mind
The Send from Outlook feature still uses NetSuite’s email compose interface, so standard NetSuite rules (templates, file types, and size limits) apply.
Emails are sent through Outlook, but stored and tracked in both NetSuite and Outlook Sent Items.
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