Manage Records: Configure fields when viewing a record

OLNS| You can configure which fields you want to be displayed when viewing NetSuite records in Outlook

Updated over a week ago

Watch this video or follow the steps below.

Step 1:  Click Search for records.

Step 2:  Choose the record type you want to configure, I will choose Contact.

Step 3:  Click on the record to view it. 

Step 4: Click Configure fields.

Step 5: Choose which fields you want to see and click the Back button.

Step 6: Going forward whenever you view a contact record those fields you configured will display. You can always go back and add/remove fields anytime.

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