Need to open a NetSuite record right from Outlook?
You can jump directly into NetSuite from within the ExtendSync panel — whether you’re viewing Associated Records or Available Records.
From the Associated Records Section
Once you’ve saved or associated an email:
Locate the Associated Records section in the ExtendSync panel.
Hover over or click the record name.
Click View in NetSuite.
The selected NetSuite record will open in your browser for quick access and review.
💡 Tip: This is the fastest way to verify that your email has synced to the correct record in NetSuite.
From the Available Records Section
If you’re reviewing potential matches before saving an email:
In the Available Records list, hover over the desired record name.
Click View in NetSuite.
This opens the record in NetSuite instantly — letting you confirm details before associating or saving the email.
