I have to include vendor bills/copies on transacti...
# general
l
I have to include vendor bills/copies on transactions in NS and I was thinking... is there a way to attach a file by email? As in, email a file to blahblah@netsuite (or whatever) and have it attach automatically to a particular transaction?
i
not natively that i know of If you where using some kind of AP Automation then it's a common feature. other alternative would be something like this: Microsoft Outlook Mail Integration – Celigo but that's probably no easier/faster than just adding the file directly on the NS record, assuming you may already have the vendor bill open in NS.
l
blech. that's what I was afraid of. oh well -- thanks!!!
c
@lizy @Israel Gonzalez with The Celigo CloudExtend integration it's very fast to attach files to the desired records without having to leave Outlook. You can also put email threads on Autopilot which means any follow ups will also auto attach to the same records() including, optionally, any files.