![]() ![]() Log the initial email to the NetSuite record, then enable the Auto Log toggle. You want to ensure all of that information is captured on the associated NetSuite record. The Auto Log feature allows users to log a single email message and then automatically logs additional message on that thread to the same NetSuite record when the user selects those emails.Įxample use case 1: You’re involved in an important email conversation, with pertinent information being shared back and forth. Once the desired record has populated in the search results, select the record(s) that you wish to log the selected email to.Logging Emails How to Log an Email to a NetSuite Record To save your preferences, minimize the settings bar.Select from either the Automatic or Manual options.To set the default search behavior, click on the Settings button at the bottom of the add-in.Pro-tip: to search within specific record types, use NetSuite's Global Search Prefixes to obtain more specific results (jump to page 7 in the link for more information).If you’d like to search for a specific NetSuite record, remove the search criteria in the search box and enter your own search terms.When a message is selected, the add-in will begin to search for related NetSuite records by entering the name and email address of the author of the selected email in the search box. By default, your add-in will be enabled with Auto Search.Searching for Records & Logging Emails Searching for Records Search Options ![]()
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