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Manage Records: Edit Existing NetSuite records from ExtendSync for Outlook NetSuite
Manage Records: Edit Existing NetSuite records from ExtendSync for Outlook NetSuite

ExtendSync Outlook | Edit records without going to NetSuite

Updated over 2 months ago

Users can edit records directly within the extension without having to go to NetSuite.

Step 1: Hover over the record name in the Available record section.

Step 2: Click the pencil icon to edit the record.

๐Ÿ’ก Tip! By clicking edit, ExtendSync will open the record for editing directly within the application (for supported record types), otherwise, the record will open a browser and direct you to the NetSuite edit form.

You can add and remove fields in the ExtendSync form, know the actions you can do inside ExtendSync here.

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