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Select the email In your e-mail application (either Apple Mail or Entourage), click the e-mail you wish to save to NetSuite. |
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Click Save to NetSuite In the Scripts menu, click the Save to NetSuite AppleScript. This starts NetSyncX and takes you to the Message window with the details of the selected e-mail displayed. It also initiates a search in NetSuite for the related customer or contact. |
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Add contacts to the address list Once you have located the relevant customer or contact, double-click the record in the drawer to add it to the address list. Click on a retrieved record to display extra details. If the e-mail direction is set to Outgoing, the address list is treated as the recipient list, and your login is used as the sender. If the e-mail direction is set to Incoming, the address list is treated as the senders, and your login is used as the recipient. |
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Click Save Click Save to save a copy of the message to the customer or contact record in NetSuite. |
