MixMax and Gmail Integration possibilities

When comparing Gmail integration and Mixmax integration with NetSuite, there are a few key factors to consider: Functionality: Gmail Integration: Gmail integration typically involves integrating NetSuite with Gmail using custom development or third-party integration tools. It allows you to synchronize emails, create records based on emails, and attach emails to NetSuite records. However, the functionality… Continue reading MixMax and Gmail Integration possibilities

Proposal to Display Transfer Orders for Review Prior to Processing in the Auto-Receive Functionality

Proposal Summary  This proposal outlines the implementation of a feature that enhances the user experience when working with transfer orders. The proposed enhancement will allow for the display of transfer orders in a pop-up page and enable users to select specific transfer orders from the ones displayed in the that page.  Requirement  The system shall… Continue reading Proposal to Display Transfer Orders for Review Prior to Processing in the Auto-Receive Functionality

Email Capture Proposal Summary

Proposal summary Swyft would like to implement a CRM Email Capture upon sending an Email from a salesperson to contact. Requirement  Swyft needs to store email messages in NetSuite under the corresponding Opportunity, Prospect record and Contact record when the Salesperson sends an email through Gmail to Contact. Key Points The email sync job should… Continue reading Email Capture Proposal Summary