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FAQ: Deploy Send from Outlook to a NetSuite Record

ExtendSync Outlook | See how to show the Email using CloudExtend button on a NetSuite record

Updated this week

If the Send from Outlook feature has been enabled but you do not see the button on a record type, follow the steps below:

How to Deploy the Scriptto a NetSuite Record

Step 1: In NetSuite, go to:

  • Customization > Scripting > Scripts

Step 2: In the filters:

  • Set type User Event

  • Set API Version 2.1

Step 3: Locate the script named: CloudExtend MailApps - Send From Outlook.

Step 4: Click Deploy Script.

  • In the Applies To field, select the record type where you want the Send from Outlook button to appear.

  • Update the following fields:

    • Status: Released

    • Log Level: Debug

    • Roles: Select the roles that should have access to the button.

Step 5: Click Save.


Verify Deployment

To confirm where the script is deployed:

  • Go to the Deployments subtab within the same script record.

  • Review the list of record types that have the Send from Outlook button enabled.

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