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Create a New NetSuite Record and Attach the Email

Click the Plus button. The list of NetSuite records are displayed.

Click the record to create the NetSuite record as an iFrame within the email body. The main menu items of the NetSuite record are disabled to prevent accidental usage of the links.

Fill in the information required in the fields and Save the NetSuite record. The record is displayed in the App. Once the record is created in NetSuite, the email can be attached to this record.

Limitation: In the History tab, Record type-ID is shown instead of the record name.

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    Stein CS

    great article! this was helpful

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