Implementation and Account Configuration

Explore our guides and examples to get admins started with SuperSync Email for Outlook.

How to Assign Profiles
Profiles identify which Matching Types users can view and log emails to. By default, the following Profiles will be included in your SuperSync Email for Out...
Tue, 22 Mar, 2022 at 11:41 AM
How to Customize Matching Types
Matching Types are the organizational mechanism for displaying record types within the add-in. Typically, these will directly align with the record type. C...
Thu, 11 Aug, 2022 at 11:41 AM
How to edit global settings using the Configuration record
SuperSync Email includes more advanced features within its Configuration record giving you even more control to finetune the product to your needs. Cove...
Wed, 4 Oct, 2023 at 11:59 AM
How to Review Bcc to NetSuite: Unmatched Emails Suitelet
The Unmatched Emails Suitelet will display any emails that failed to find a matching record in NetSuite via the Bcc Log option. Periodically check the Suit...
Mon, 31 Jan, 2022 at 3:52 PM
How to Find your Login Token
The SuperSync Email for Outlook Configuration record contains your organization's Login Token. You'll need to copy the token and share it with the ...
Mon, 31 Jan, 2022 at 3:55 PM
How to Find Custom Records in NetSuite
Pro-tip: use NetSuite’s filter options to quickly isolate SuperSync Email custom records. All Custom Records can be found by navigating to Customizatio...
Mon, 31 Jan, 2022 at 11:55 AM
Using a Custom Role for Authentication
Custom Role Permissions Transactions Permission Level Find Transaction View Lists Permission Level Companies Create Contacts ...
Mon, 19 Feb, 2024 at 4:55 PM
How to Customize Record Fields
Record fields are fields that you can add to your records and transactions to document information specific to your business needs. You can customize record...
Fri, 3 Mar, 2023 at 4:58 PM
How to Access SuperSync Email Add-In on Outlook Mobile App
For many customers, it is a huge convenience to be able to log emails on-the-go. You are able to use the add-in on the Outlook mobile app the same way you c...
Wed, 25 May, 2022 at 12:45 PM
How to Change Authentication from One Admin to Another
As staffs change roles in the company, the original NetSuite admin may no longer be suitable as the main connection between SuperSync Email and your NetSuit...
Wed, 3 Aug, 2022 at 10:37 AM