SSEO - How to Use the SuperSync Email Record Form

Each SuperSync Email Record Form corresponds to a record that can be created within the add-in. Upon implementation, a SuperSync Email Record Form corresponding to all existing Contact, Customer, and Lead record forms in your NetSuite account will be automatically created. All required fields that exist on the original form will also be included on each SuperSync Email Record Form.

Use the SuperSync Email Record Form to modify fields, add fields, change fields, etc.

Covered in this article:

  • Create a New SuperSync Email Record Form
  • Edit an Existing SuperSync Email Record Form

Create a New SuperSync Email Record Form

1. Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Record Form, click on New SuperSync Email Record Form.

2. Required Fields

  • Name: the title of the Record Type that will appear as in the add-in.

  • Record Type: the record type that will be created in NetSuite.

  • Fields: the NetSuite fields that will appear in the add-in when users create the record

3. Optional Fields

  • Display Heading: this field replaces the Name field only in the add-in.

  • Field Order: this controls the order in which the fields are displayed on the record creation form in the add-in.


Edit an Existing SuperSync Email Record Form

1. Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Record Form , click on Edit.

2. Follow the steps above to modify desired fields.

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