Editing NetSuite Records in NetSuite Connector for Outlook

You can use the add-in to quickly update NetSuite records. When a matching record is displayed in NetSuite Connector for Outlook, click the three-dot menu, then click Edit to update the NetSuite record.

To update a NetSuite record in NetSuite Connector for Outlook:

1. In NetSuite Connector for Outlook, click the three-dot menu on a displayed record, then click Edit.

2. In the Edit Record screen, update the fields as needed.

   Note:

   Available fields in the edit record screen can be customized. You can add fields that you frequently update.

   See Customizing Record Fields for more information.

3. Click Save.

   You can view the details of the updated record on the Summary page.

General Notices