ExtendSync makes it easy for you to create records. Within the application, you can create records without leaving Outlook. A very handy functionality, which helps everyone with the create or edit permission to manage NetSuite records and keep data up to date!
Learn how to do the following within the application:
Additional Features! ✨
Create New Records via ExtendSync
Supported record types to create and update within the ExtendSync application.
Employee
Contact
Customer
Vendor
Lead
Prospect
Partner
Job
Opportunity
Support Case
Task
If the records you are looking for are not part of the list, turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.
There are two ways to create a record.
💡 Note:
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From the Header of the Application
Step 1: Click the + sign and select the record you want to create a record
Step 2: Choose which record you would like to create.
CloudExtend will pull the minimal set of fields required to create a record based on your NetSuite settings. Mandatory fields will be included in the list, including custom fields if you have permission. Know more about mandatory fields on this link.
💡 Note: See the list of supported record types here. Your NetSuite roles need to have permission in NetSuite to be able to use this functionality.
Step 3: Fill in relevant information and hit Save.
From Suggest Related Records
With this option, we will also be able to pre-populate the contact record first name, last name, and email (if available).
Step 1: Click the + Icon next to the record.
Step 2: Select the record you want to create the email address. Click Configure field to add mandatory fields and other preferred fields you want to use.
Supported record types will be Contact, Customer, Lead, Prospect, and Vendor.
Step 3: Once the record is successfully created, the new record will be highlighted in orange and can be selected to associate email. If you want to view the newly created record, hover on the name and click the View in NetSuite link.
Turn on Create from NetSuite Toggle Button
Records type not available in ExrtendSync form? Turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.
Select the record you want and it will direct you to the NetSuite creation page form of that record. Reach out to your NetSuite admin if you are having issues with permissions.
Calendar Event
Phone Call
Invoice
Cash Sale
Sales Order
Purchase Order
Vendor Bill
Opportunity
Estimate
Return Authorization
Expense Report
Vendor Return Authorization
Customer Deposit
Credit Memo
Item Receipt
Customer Payment
Credit Card Charge
Vendor Credit
Item Fulfillment
and many more!
Mandatory Fields - Configure fields and Permission Settings
Few Standard mandatory fields that are required to create records are exposed in the ExtendSync form.
You can add and remove fields in the ExtendSync form, know the actions you can do inside ExtendSync here.
However, if your NetSuite you have a field in NetSuite that is not set up as mandatory in NetSuite, you can set it up in the ExtendSync app without the need for Netsuite admin.
🛑 For Lead and Prospect records, the Entity Status field is mandatory from our application. It is not advisable to remove this on the field setting as the user will get an error.
Additional Features
We are adding more features when creating records via the app.
Field Dependency Validation
Some fields in NetSuite do have advanced configuration, here a value in one field adjusts based on the selected value in other fields. ExtendSync will display a message if you need to select the field dependent on the current field for the list to propagate.
A prompt will appear if a dependent field is not present in the create form.
Auto-Scroll to dependent fields
This is in line with the field dependency validation. Click on the link of the field name in the message prompt to auto-scroll to the field to populate or review.
Remember Form Input
ExtendSync remembers the entries you entered in the form. If you are entering a value in the create form and then hit back and then return to the create form again, the entered values will remain in the form.
