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 User-defined fields in Inbox Calendar NetSuite Shared User-defined fields in folder Contacts NetSuite Shared Tasks NetSuite Shared
NS.MSID
ns Company ID
ns Phone
ns Reserve Time
ns Transaction ID
response
ns Billing Phone
ns Company ID
ns shippingPhone
ns Unsubscribe
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.
2. Select User-defined fields in folder.
3. Click a field on the selection and drag it as a column on your list.
No comments:
Post a Comment