ExtendSync does an auto-search for you to bring back relevant records that you want to attach to your emails.
Step 1: When you choose an email, ExtendSync will search by checking the email addresses listed in the TO and CC sections. This search will bring back relevant records if it finds any matching records. Additionally, it searches for 4 or more digits in the email subject line.
🚨 Click here to learn about how you can configure what record types you want to be displayed on the auto-fetch. For example, maybe vendors are not relevant for you and you want Sales Order pulled back.
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
You can use the search box. Look for records manually if you cannot locate the records you want the email to be associated with.
Learn more about the feature here.
Step 3: You now are ready to attach the email.
Know more about the different saving method that you can choose from to sync emails to NetSuite.