In my goal to synchronize my Outlook Contacts (see my post on Leveraging NetSuite’s Email to Increase Blog Distribution) with NetSuite to leverage email distribution, we learned some important key points:
- The Outlook 1.0 client is still supported. But it does not support contact uploads to NetSuite according to NetSuite support. It appears that would require the intellisync client.
- Instead of going the way of intellisync, I am trying the Outlook 2.0 beta as it looks promising. It appears to support two-way synchronization.
- I installed the client in Windows 2003 Server with Outlook 2003 SP2. The installation warned that only XP and Vista are supported. But I pushed through anyways as it should work okay. I have no other issues with Outlook add-in software on Windows Server 2003.
- I was concerned about performance as I noticed a number of posts about it. However, I am not really experiencing that problem at all. Sure, the installation was slow; but once it was installed, no noticeable issues.
- I am now experiencing a number of issues once I got the client installed. The contact form is not painting correctly. See attached image.
- The link of an Outlook Contact to a NetSuite customer record does not bring up any records. It’s always blank for me.
- I can’t seem to get contacts to synchronize the way I want. It’s intermittent and appears haphazard. I speculate there could be something to do with data in my Outlook record as I browsed the sync log and saw some issues.
- I am getting duplicate events (birthdays and anniversaries) when I change a contact record “private” flag to on/off on a shared contact. I can turn off this replication area as it is not something I need at this point.
I know this is beta software. I have filed a support request and we will see how it goes.
NetSuite Outlook 2.0 Beta Form Paint Issue
Updates
I just provided updates to this entry as there is reasonable explanation about some of the items above.
Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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