Sunday, March 31, 2019

NetSuite for Outlook > Identify which records are synced/saved in Outlook

SCENARIO: User wants to identify which records are synced via NetSuite for Outlook.

The table below indicates the column fields that can be added in Outlook to identify which records are synced. 

Folder

User-defined Fields

Field Chooser Name

Inbox

NS.RecordID
NS.MSID

User-defined fields in Inbox

Calendar

NetSuite Shared
ns Company ID
ns Phone
ns Reserve Time
ns Transaction ID
response

User-defined fields in folder

Contacts

NetSuite Shared
ns Billing Phone
ns Company ID
ns shippingPhone
ns Unsubscribe

Tasks

NetSuite Shared
ns Company ID
ns Transaction ID

 

Users need to be in List view to expose these fields.  When using Microsoft Outlook 2010, perform the steps below:

A.    Inbox

1.    Click View tab > Change View > select Compact.

2.    On the Layout group, click Reading Pane > select either Bottom or Off.

B.    Calendar and Contacts

1.    Click on View tab > Change View > select List.

When List view is selected, perform the following steps:

1.    In Outlook, right-click on the column and select Field Chooser.

2.    Select User-defined fields in folder.

3.    Click a field on the selection and drag it as a column on your list.

Note: Field Chooser option is available in any view for Tasks.

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