Watch this video or follow the steps below.
Step 1: You can create new NetSuite contacts, customers or tasks from Outlook. Click on the plus sign and then choose the record type you want to create.
Step 2: Fill in the relevant information and hit ‘Save’
Step 3: A new Task has been successfully created in NetSuite.
- If you have 'required' custom fields on your NetSuite record form NetSuite will return an error message and the record will not be saved. Refer to this article for more information.