Sync Notes and Attachment of SF Account in to NetSuite Customer record under the Communication > File sublist
Client wants to have the Notes & Attachments of a Salesforce Account be synced to the NetSuite Customer record under the Communication > Files subtab. Similar to how the Salesforce Opportunity Attachments to NetSuite Order Attachments Add/Update work.
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Hi, Fadi Dagher Thank you for bringing this to our attention. Unfortunately, we don't have a workaround available at the moment. However, we will prioritize this enhancement if more users express the same need. We truly appreciate your patience and understanding!
Antonio Jr, thanks for your suggestion! I've added your suggestion to the product portal for the PM to evaluate it.
Next time, please provide your suggestions or ideas on the Product portal.
(I've moved this post to the Enhancements section.)
Hello Antonio Jr IA can sync notes from Salesforce Account to the NetSuite customer flow by adding mappings, But If account sync needs to be done from Salesforce Opportunity, then it may error out.
reg: Attachments/Files, it's not possible, we did it for only transaction records.
Hi there, is this supported now? I want to add a file under the Customer's Communication > Files sublist
If not, any other alternative to attach a file to a customer or Sales order record?
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