Customizing Record Fields

When you first create a new NetSuite record in NetSuite Connector for Outlook, a set of fields is available for entry and edit by default. You can customize the fields adding or removing fields as needed. However, required fields cannot be removed when customizing fields. You can customize the available record fields by clicking Customize Fields when creating a new record in NetSuite Connector for Outlook or by going to Settings. When you create, edit, or view the record in NetSuite Connector for Outlook, only the configured fields for the record type are available.

For more information about the default available fields, see Default Available Record Fields.

To customize record fields from Create Records:

1. In the Create record screen, click the three-dot menu, then click Customize Fields.

2. In the Record Fields screen, check the fields that you want to include when creating a new record. Use the search functionality to search for specific fields.

3. Click Apply.

   Note:

   The Apply button is only active after the selected fields have been changed. After clicking Apply, the fields you selected are available in the Create Record screen of the record type.

To customize record fields from Settings:

1. In NetSuite Connector for Outlook, click the three-dot menu, then go to Settings.

2. Under Customize Record Fields, select the record type, then click Customize.

3. In the Record Fields screen, check the fields that you want to include when viewing, editing, or creating a new record. Use the search functionality to search for specific fields.

4. Click Update.

General Notices