You can search for RFQ records and associate emails with them. However, some features are unavailable because NetSuite does not allow user event scripts, scripts required by these features to run on RFQ records.
What’s Supported for RFQ Records?
Capability | RFQ support |
Global Search (manual lookup) | Supported |
Manual email association | Supported |
Email Autopilot | Supported |
Thread Autopilot | Supported |
Global Autopilot record matching and association | Supported |
Which Features Are Unavailable?
The following features require NetSuite user event scripts and are unavailable on RFQ records.
Feature | Limitation |
Email using CloudExtend (Send from Outlook) | The button cannot be added to RFQ records. |
CloudExtend Files tab | The tab cannot be added to the NetSuite RFQ record view. |
Files tab Auto-create | This functionality is unavailable on RFQ records because it depends on the same scripting mechanism. |
These restrictions apply even if the features are available on other record types in your NetSuite account.
FAQs
🔵 How Can I Access RFQ Attachments with ExtendDocs?
If your organization uses ExtendDocs, emails with attachments can still sync to RFQ records, with the files stored in OneDrive or SharePoint.
Because the CloudExtend Files tab is unavailable on RFQ records, access those files directly in OneDrive or SharePoint. They will not appear in a CloudExtend Files tab on the RFQ record.
🔵 Why Can’t I Use Email using CloudExtend on an RFQ?
The Email using CloudExtend button requires a NetSuite user event script. NetSuite does not support these scripts on RFQ records, so the button cannot be added.
🔵 Why Don’t I See the CloudExtend Files Tab on My RFQ Records?
The CloudExtend Files tab also requires a user event script. The NetSuite restriction prevents the tab from appearing on RFQ records, even when it is configured for other record types.
🔵 Will These Features Be Available in a Future Release?
These features currently depend on scripting that NetSuite does not support on RFQ records. No future availability is confirmed in this article.
If these limitations affect your workflow, contact CloudExtend Support to discuss your requirements.
Need Help?
Before contacting Support, try searching in:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com