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Manage Records: Search and view NetSuite records in ExtendSync Outlook
Manage Records: Search and view NetSuite records in ExtendSync Outlook

ExtendSync Outlook | Search and view NetSuite records in CloudExtend Outlook

Updated over 3 months ago

To view a NetSuite record without attaching an email follow the steps below.

Step 1: Use the search box to look for additional records to save the email. This mimics your NetSuite global search.

To limit search results based on record type, check the guide here.

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.

Step 3: Go to the ExtendSync panel then hover on the name of the record and click the View button.

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