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NetSuite for Outlook
I recently installed NetSuite for Outlook to begin testing. Ideally, our focus is to use this with both projects and cases active with our customers.
In my early testing, I ran into a few problems that I am hoping someone can provide clarity/best practices around.
1) When you enter a customers e-mail, the search results in the e-mail bar from the add-on comes back with all cases and projects (closed and open). So for example, a customer who's been around for a while could have hundreds of cases report on the right hand side bar even though they're closed and it orders then oldest to newest, so the top results could be years old. I know you can go to the "Search more" and manually assign status' (which is very slow) - is there a way to default the quickbar search to only look for