Adding a Record to Matching Records

If you want to sync an event or email to a record but the record is not available in Matching Records, you can manually add the record.

To add a record to Matching Records:

The record is added to the Matching Records list and can now be selected for the sync.

1. On the NetSuite Connector for Outlook add-in, click Search.

2. Select the record type of the record that you want to sync the Outlook item.

3. In the search box, enter the email ID or a keyword that matches the email ID of the record you want to select.

4. When you find the record you want, click the action button of the search result row then click Add to Matching Records.

General Notices