NetSuite Connector for Outlook Settings

You can configure the settings of your NetSuite Connector for Outlook to suit your business needs as needed. To go to the Settings tab, click the three-dot menu, then go to Settings.

Filter Matching Records

By default, the add-in displays all matching records of email addresses in the email or event. You can limit the records displayed in the Matching Records section using Filter Matching Records. Use the drop-down list to add or remove records that are displayed in the Matching Records section.

You can also limit the matching records to include only records with specific statuses.

Configure Record Fields

You can configure the available fields of NetSuite records when creating or editing in NetSuite Connector for Outlook. For more information, see Customizing Record Fields

A set of available fields for records are available when creating or editing NetSuite records. The default available fields are commonly used fields for each record. When configuring available fields, the required fields cannot be changed. You can only add or remove optional fields. The available fields for selection includes all fields under the main sections of the record and the fields under the custom subtab.

Record	Default Fields
Contact	First Name* Last Name* Company Email ID Main Phone Subsidiary* Category Job Title
Customer	Individual Customer: Customer Type* First Name* Last Name* Company Name Status* Email ID (read-only) Phone Primary Subsidiary* Sales Representative Category Job Title Company Customer: Customer Type* Company Name* Status* Email ID (read-only) Phone Primary Subsidiary* Sales Representative Category
Opportunity	Opportunity Title* Company* Status* Sales Representative Probability* Subsidiary* Expected Close* Projected Total* Forecast Type
Lead	Individual Lead: Lead Type* First Name* Last Name* Company Name Status* Email ID (read-only) Phone Primary Subsidiary* Sales Representative Job Title Company Lead: Lead Type* Company Name* Status* Email ID (read-only) Phone Primary Subsidiary* Sales Representative
Prospect	Individual Prospect: Prospect Type* First Name* (Copy the email ID field here) Last Name* Company Name Status* Email ID (read-only) Phone Primary Subsidiary* Sales Representative Category Job Title Company Prospect: Prospect Type* Company Name* Status* Email ID (read-only) Phone Primary Subsidiary* Sales Representative Category

Record

Default Fields

Contact

First Name*
Last Name*
Company
Email ID
Main Phone
Subsidiary*
Category
Job Title

Customer

Individual Customer:

Customer Type*
First Name*
Last Name*
Company Name
Status*
Email ID (read-only)
Phone
Primary Subsidiary*
Sales Representative
Category
Job Title

Company Customer:

Customer Type*
Company Name*
Status*
Email ID (read-only)
Phone
Primary Subsidiary*
Sales Representative
Category

Opportunity

Opportunity Title*
Company*
Status*
Sales Representative
Probability*
Subsidiary*
Expected Close*
Projected Total*
Forecast Type

Lead

Individual Lead:

Lead Type*
First Name*
Last Name*
Company Name
Status*
Email ID (read-only)
Phone
Primary Subsidiary*
Sales Representative
Job Title

Company Lead:

Lead Type*
Company Name*
Status*
Email ID (read-only)
Phone
Primary Subsidiary*
Sales Representative

Prospect

Individual Prospect:

Prospect Type*
First Name* (Copy the email ID field here)
Last Name*
Company Name
Status*
Email ID (read-only)
Phone
Primary Subsidiary*
Sales Representative
Category
Job Title

Company Prospect:

Prospect Type*
Company Name*
Status*
Email ID (read-only)
Phone
Primary Subsidiary*
Sales Representative
Category

General

The following settings are available in General:

Include inline images as attachments - Checked by default. When checked, inline attachments in the email messages are included in the sync.
Replace email IDs with no associated records during email sync - Cleared by default. When checked, the add-in will follow the overwrite logic for missing entities when syncing emails or event. For more information, see About the Synced Email in NetSuite.
Skip email IDs with no existing records during event sync - When checked, email IDs that have no associated records in NetSuite are skipped during events sync.
Default Attachments Folder in NetSuite - You need to select the NetSuite folder where attachments are stored. By default, file attachments are stored in the Attachments Received folder in NetSuite. If you want to use your own custom folder for attachments, you can select the folder location in this setting.

General Notices