This article assumes that users have full permissions enabled in NetSuite for the Contact record. If you want to prevent users from editing or creating records see this article.

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.

Troubleshooting

  • 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.
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