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.

See the GIF and the step by step instructions below:

Step 1: Click 'Suggest Related Records'.

Step 2: CloudExtend will search NetSuite and give you an opportunity to create a new record by clicking the 3 dots and then choosing the record type to create. Note in certain cases a match will already exist and CloudExtend will give you an option of creating other record types with the same email. For example, if the contact already exists CloudExtend will allow you to create other record types (but not contacts).

Step 3: I want to create this email as a Contact so I choose 'Add as Contact'.

Step 4: Enter in all the relevant information and click 'Save'.

NOTE: Make sure when you enter in the company you hit ENTER after to ensure CloudExtend searches and associates the contact with the company.

Step 4: This will bring you back to the Attach Email to NetSuite Records screen where you now see that newly created contact under 'Matching Records'. Check it off and click 'Save'.

Note: You can also create NetSuite tasks (along with Contact and Customers) by going up to the + sign at the top of CloudExtend.

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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