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FAQ: Customized your Message Tab View in NetSuite
FAQ: Customized your Message Tab View in NetSuite

ExtendSync Outlook | Learn how to update your message tab view in NetSuite

Updated over 3 months ago

You can customize your NetSuite message tab. Watch the video below to know how!

Show the Author and To's Email Addresses in the Communication tab

The default view of the message record does not show the Author's email, in the communication tab. To see the proper email addresses of the sender/recipient, implement the suggested change to your view.

Step 1: Go to the record and look for Communication> Message

Step 2: Click Customize View then on the Results tab add:

  • Author Email

  • To

This will allow you to work with email addresses rather than entity names. If desired, remove the Author and Primary Recipient to free up space.


๐Ÿ’ก Click here to find out more about the technical reasons behind why a sender/recipient NetSuite entity might seem different.

Add Filters to Search Emails Faster

For easy look-up, add filters to the message tab.

Step 1: Go to the record and look for Communication> Message.

Step 2: Click Customize View then on the Available Filter tab, select the fields you want to display.

Step 3: Ensure that the Show in Filter Region is set to Yes.

Once configured, it will look like this:

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