1. NetSuite Connector
  2. Managing Connectors
  3. Managing NetSuite Connector for Outlook
  4. Managing NetSuite Records in NetSuite Connector for Outlook

Managing NetSuite Records in NetSuite Connector for Outlook

You can create or edit NetSuite Records from NetSuite Connector for Outlook. When you click the three-dot menu button on matching records, you can view or edit the record in the add-in. You can also open the record in NetSuite.

When viewing, editing, or creating a record in NetSuite Connector for Outlook, only the selected fields for that record type can be viewed or modified. For more information, see Customizing Record Fields.

General Notices