The project is enhance NetSuite so that it is easier for our operations and service force to easily communicate with customers and contacts on a specific case or a transaction. The company has spent $$$$ on a 3rd party consulting firm, and the project seemed to come to an end. Yet, NetSuite did not have the ability for us to finish it off :(
Unsure when it started, but NetSuite, partnering with Celigo, came up with an MS Outlook add-in, which will allow a NetSuite user to log into the server via this add-in, then load the information to Outlook.
This is still at a beta phase, and I have no idea when this thing will be fully live. I've tested the feature for about 2 weeks, then finally pushed out to the distribution environment last Friday.
Our company does have a lot of customization and custom lists/records as well as user events, etc., but this bundle did not interfere with any of our customization (luckily).
Once the bundle is pushed out, and the add-in is installed on the client, users can notice a little side-pane on the right side of the new message window.
When the user starts typing the recipient name/email address, and if the NetSuite contacts are in sync to Outlook, it starts looking for related records and transactions within NetSuite and automatically populates them in NS4Outlook pane.
For the administrators who are afraid of Outlook data messing up the server data:
This bundle is capable of defining the scope of sync: 2-way, NS2Outlook or Outlook2NS, so there would not be much issue, as long as NS2Outlook is selected, and client is frequently backed up.
To me, this is still a beta product that does what it was designed to do. However, there are much more that can be (or more like needed to me) added into in order to make it more powerful (or more like usable to me). Hopefully, this can become a piece of program that will fit into our needs.
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