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Outlook Integration Errors
Hi Everyone,
Appreciate any help I can get with a small issue with Outlook integration. We recently set this up (last week) and have been using the feature of syncing emails from Outlook to the customers account in NetSuite. It works great if the customer is already in NetSuite.
The problem I am running into is when trying to add a new customer/client. I am getting the error as seen in the embedded image below.
It's maddening trying to figure out how to fix this because the roles who are using the Outlook integration have both permission for Outlook integration AND Webservices set to full in the Setup tab in the Role setup. Unless there is another section that needs these permissions enabled I can't figure what I am doing wrong. This is a great feature that our outside sales force could really use with this feature working properly.