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SELECTING RECORDS TO ATTACH THE MESSAGE TO
Contacts & Customers
Users cab can select the records in NetSuite that Outlook messages should attach to. When users select to save a message to NetSuite, the system will perform a check for customers and contacts that match based on e-mail address, and the results of the search will appear in a results pop up. If an exact match is not found, the results pop up will enable users to enter additional criteria to search for records in NetSuite to attach the message to.
Opportunities & Cases
The results pop up allows users to attach Outlook messages to opportunities and cases within NetSuite. When a customer or a contact is selected, the opportunities and cases tabs populate with the open opportunities and cases associated with the selected contacts and customers. Users can either select from the list of records to attach the message to or enter additional criteria and conduct another search of opportunities or cases to attach to.
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