In the event that a matching record is not found, the email will appear in the Unmatched Emails Suitelet. Depending on your organization’s configuration, you should confirm expectations of the functionality of this feature with your administrator. The feature contains customizable logic, which your administrator will configure. If at any time the conversation is no longer relevant to continue auto-logging, simply toggle the option back to the off positionīcc to NetSuite enables email logging while in Compose mode and works by logging the email to the recipient(s) in the ‘to’ field upon clicking the send button. Note: as a prerequisite for the above functionality, the add-in must be open when the messages are selected in order for them to log to NetSuite Once enabled, anytime another message is selected within in the same conversation, that message will also be logged to the NetSuite record.
SUPERSYNC TUTORIAL HOW TO
How to Enable Auto Logįollowing a successful log attempt, the record will display an additional option to ‘Auto Log this Conversation'. Log an email and then enable the Auto Log toggle to ensure no message is ever missed. Then, every email selected within that conversation will also be logged to the specified NetSuite record.Įxample use case 2: Your leadership team prefers to see a complete record of communication on NetSuite records. Log the initial email to the NetSuite record, then enable the Auto Log toggle. You want to ensure all of that information is captured on the associated NetSuite record. The Auto Log feature allows users to log a single email message and then automatically logs additional message on that thread to the same NetSuite record when the user selects those emails.Įxample use case 1: You’re involved in an important email conversation, with pertinent information being shared back and forth. Once the desired record has populated in the search results, select the record(s) that you wish to log the selected email to.įollowing a successful log attempt, the logged record will appear with a green checkmark to confirm the successful attempt.Īdditionally, the email will be labeled in your inbox with a ‘Logged to NetSuite’ Outlook category. Logging Emails How to Log an Email to a NetSuite Record To save your preferences, minimize the settings bar.
SUPERSYNC TUTORIAL MANUAL
Select from either the Automatic or Manual options. To set the default search behavior, click on the Settings button at the bottom of the add-in.
Pro-tip: to search within specific record types, use NetSuite's Global Search Prefixes to obtain more specific results (jump to page 7 in the link for more information) If you’d like to search for a specific NetSuite record, remove the search criteria in the search box and enter your own search terms. When a message is selected, the add-in will begin to search for related NetSuite records by entering the name and email address of the author of the selected email in the search box. Searching for Records & Logging Emails Searching for Records Search Optionsīy default, your add-in will be enabled with Auto Search. This will be provided to you by your SuperSync Email for Outlook administrator. To launch the add-in, select a message in your inbox and click on the SuperSync Email for Outlook icon in the ribbon and optionally pin the add-in to maintain its presence as you continue using Outlook.įollowing installation, you will be prompted to provide a login token in order to access your organization’s NetSuite records. Navigate to the ribbon in Outlook and click on the Get Add-ins option.Ĭlick on the ‘My Add-ins’ then ‘Add a Custom Add-in” and select the 'Add from URL’ option. If you aren’t able to follow these steps, try reaching out to your internal IT team to assist you with setup.
SUPERSYNC TUTORIAL INSTALL
Additionally, depending on your organization, you may not have permission to install an Outlook add-in. Prerequisites: Make sure that your SuperSync Email for Outlook administrator has granted you access in NetSuite.
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