Day to Day Operations
Day-to-day operations for saving emails and working with NetSuite records
31 articles
Syncing Emails
Find everything you need to know about syncing emails to NetSuite here
- Email Sync: Configure records that you want auto-fetched when you click Suggest Related RecordsExtendSync Outlook | Filter on what records you want auto-fetched when selecting an email to sync
- Email Sync: Auto-fetch or Auto-Search to attach emails quicklyExtendSync Outlook | How to search and find records quickly
- Email Sync: Learn how to Attach Emails to NetSuiteExtendSync Outlook | Sync email once or turn on Autopilot for Emails
- Email Sync: How to Select Records and Save Emails with AttachmentsExtendSync Outlook | Learn how to choose records and sync emails with file attachments
- Email Sync: Search and choose the NetSuite records you want to link your emailsExtendSync Outlook | This article shows you how to use the Auto-Search and Manual search features in associating emails to NetSuite
- Email Sync: Attaching Emails to NetSuite While Composing an Email in OutlookExtendSync Outlook | How to attach emails to NetSuite when in Compose Mode or replying to an email
- Email Sync: Jump to a NetSuite record quickly from ExtendSync OutlookExtendSync Outlook | Learn how to get into NetSuite to view a record quickly from the app
- Email Sync: How does Shared Association work and Visual icons when using ExtendSync Outlook?ExtendSync Outlook | Learn how Shared Association works and other visual cues
- Email Sync: File Attachment and Inline Images PreferencesExtendSync Outlook | Set file attachment preference to include files when saving an email to NetSuite
- Email Sync: Inline images and file attachment handling for ExtendSync OutlookExtendSync Outlook | Learn how the app handles inline images and file attachments
- Email Sync: Where are emails and file attachments saved via ExtendSync Outlook stored in NetSuite?ExtendSync Outlook | Where are email and attachments saved in NetSuite?
- Email Sync: How to associate a file with a record instead of an emailExtendSync Outlook | Learn how to associate a file already in NetSuite with any record
- Email Sync: How long does it take for an email to attach to NetSuiteExtendSync Outlook | Learn how ExtendSync Outlook improves speed
Manage NetSuite Records in Outlook
Learn how to create, edit, and view NetSuite records without leaving Outlook
- Manage Records: Creating New NetSuite Records from ExtendSync OutlookExtendSync Outlook | See how to create records via the application
- Manage Records: Edit Existing NetSuite records from ExtendSync for Outlook NetSuiteExtendSync Outlook | Edit records without going to NetSuite
- Manage Records: Add or remove fields when creating or editing records using ExtendSync OutlookExtendSync Outlook | Learn how to configure native and custom fields for supported record types
- Manage Records: Search and view NetSuite records in ExtendSync OutlookExtendSync Outlook | Search and view NetSuite records in CloudExtend Outlook
- Manage Records: How to Create a Prospect Record with ExtendSync OutlookExtendSync Outlook | Know how to create Prospect record in Outlook
- Manage Records: How to Create a Lead Record with ExtendSync OutlookExtendSync Outlook | Know how to create Lead record in Outlook
- Manage Records: How to Create a Contact Record with ExtendSync OutlookExtendSync Outlook | Learn how to create contact record in Outlook
- Manage Records: How to Create a Customer Record with ExtendSync OutlookExtendSync Outlook | Know how to create Customer record in Outlook
- Manage Records: How to Create a Task Record with ExtendSync OutlookExtendSync Outlook | Know how to create Task record in Outlook
- Manage Records: How to Create a Support Case with ExtendSync OutlookExtendSync Outlook | Know how to create support case in Outlook
- Manage Records: How to Create an Opportunity Record with ExtendSync OutlookExtendSync Outlook | Know how to create an Opportunity record in Outlook
- Manage Records: How to Create a Vendor Record with ExtendSync OutlookExtendSync Outlook | Know how to create Vendor record in Outlook
- Manage Records: How to Create a Partner Record with ExtendSync OutlookExtendSync Outlook | Know how to create Partner record in Outlook
Calendar Sync
Learn how to sync your Outlook events to NetSuite records
- Calendar Sync: Prerequisites and troubleshooting tips for attaching Calendar events to NetSuiteExtendSync Outlook | Learn about prerequisites and get troubleshooting tips
- Calendar Sync: Manually Saving Outlook Calendar events to NetSuite recordsExtendSync Outlook | Learn how to attach Outlook Calendar events to NetSuite records
- Calendar Sync: See your NetSuite Calendar in Outlook for freeExtendSync Outlook | Learn how to see your NetSuite events in Outlook for free
- FAQ: Why is Event Association disabled in Compose modeExtendSync Outlook | Know why Event sync is disabled on compose mode
- FAQ: Email notification sent to attendees when events are created or updatedExtendSync Outlook | Learn why attendees receive email notifications when events are updated in NetSuite