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Fill in names Automatically with Outlook Save and Send

edited Nov 22, 2019 5:53PM in CRM 4 comments

In the NetSuite for Outlook 1.0 version of the connector, whenever I clicked the button, the next screen would have all of the addresses I had in my email already filled in and all I had to do was click on "Save to NetSuite".  With the new 2.0 version, the "Save Message to NetSuite" box that comes up never has any names in the list and I have to manually find matches and then save.

One problem with this is that there are times when I am sending a message to employees of different companies, and I haven't figured out how to get a listing of more than one company.  If I put the domain of one company in the "Email" are o the search box and click on "Find Matches", I get the names I want an click the checkbox next to the name, but when I put in the domain name of the next company in the "Email" section and click on "Find Matches", the prior matches disappear and the new names are

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