Managing NetSuite Records with Outlook Connector Integration

TL;DR Opening

You can efficiently manage NetSuite records directly from the NetSuite Connector for Outlook. This functionality allows for creating, editing, and customizing records while integrating seamlessly with your email experience.

How Do You Manage NetSuite Records in Outlook?

The NetSuite Connector for Outlook allows users to create or edit records without leaving the Outlook application. By using the three-dot menu button on matching records, you can either view or edit records directly within the add-in or open them in NetSuite for a more comprehensive view.

Customizing Record Fields

When managing records, it's important to note that only the selected fields for that particular record type are viewable or modifiable. Customization of these fields can provide a tailored experience when using the connector.

You can customize fields in two ways:

• From the Create Records screen.
• Through the Settings menu in the Outlook Connector.

To Customize Record Fields from Create Records:

1. In the Create Record screen, click the three-dot menu.
2. Select Customize Fields.
3. In the Record Fields screen, check the fields you want to include. Utilize search functionality for specific fields.
4. Click Apply.

Note: The Apply button activates only after changes to the selected fields are made, allowing you to modify the creation process.

To Customize Record Fields from Settings:

1. Click the three-dot menu in the Connector, then go to Settings.
2. Under Customize Record Fields, select the record type and click Customize.
3. Check the fields you want to include for viewing, editing, or creating records.
4. Click Update.

Creating Records from Email Addresses

The Outlook Connector also facilitates the quick creation of NetSuite records directly from email addresses found in messages or events. During synchronization, the add-in identifies email addresses from the selected emails and displays both matching records and new records that don’t yet exist in NetSuite.

Steps to Create a New NetSuite Record:

1. In the Sync tab, identify email addresses under New Records and click the plus (+) icon to create a new record.
2. In the Create Record screen, fill in the necessary fields.
3. Click Save to finalize the record creation.
4. View details of the new record on the Summary page; click Continue to return to the Sync screen.
5. You have the option to edit the created record by clicking Edit.

Who This Affects

This feature is particularly useful for:

• Administrators who oversee record management.
• Developers working on integrations between Outlook and NetSuite.
• CRM professionals needing to manage customer records efficiently.

Key Takeaways

• Manage and customize NetSuite records through Outlook seamlessly.
• Customize field selections to enhance data entry.
• Create records directly from email addresses, saving time and improving accuracy.

Source: This article is based on Oracle's official NetSuite documentation.