There are two ways for you to attach emails and files to NetSuite Records.
Auto-Search
Step 1: From your inbox, click on an email you want to save to NetSuite. ExtendSync does an auto search for you in NetSuite to bring back relevant records that you may want to attach your emails to based on the sender and the recipient's email Ids.
💡 Note: Your first search each day may be slow. After that, you can expect significant speed improvements.
Step 2: Choose the record (or records) you want to attach to the email. You have the ability to:
Select all records from the Auto-Search by clicking the All button
Select certain record/s from the Auto-Search from the list
Manual Search
Search for records manually if you cannot locate the records you want the email to be associated with.
Step 1: Use the search box to look for additional records to save the email. This mimics your NetSuite global search.
Step 2: Type in the keyword you are looking for and it will bring up the related records list. When you click on it, it will be added to your available record list.
Ability to Multi-Select from Search Results
You can search multiple records belonging to different record types at once using the global search bar in the extension and add all of them at once to the Available records to associate them.
Save Emails with Attachments
If you want to include the attachment, click on the paper clip icon, and you can select the attachment you want to sync to NetSuite.
Click the link here to learn more about this feature.
💡 Note:
The file/s will be stored in the NetSuite file cabinet.
To save NetSuite storage, Enterprise users can manually upload and attach files using OneDrive/SharePoint integration.
As of August 6, 2024, users can effortlessly set an entire thread or automate an email address — including attachments! 📎 Learn more here!