NetSuite: Use Outlook Contact Links Feature to Support NetSuite-Related Contacts

Riva Cloud and Riva On-Premise can link Exchange-created appointments to CRM contacts in a manner similar to the "Regarding" feature. Riva can use the Contacts text box below the description field of the appointment to select contacts from the user's Outlook address book, and Riva will link the appointment or meeting to those contacts without adding them to the attendees list.

In effect, Riva can sync the value between NetSuite appointments and Exchange/Outlook appointments:

In Outlook: How to Enable the Outlook Contact Link Feature

The Contact Link feature is not enabled by default in Outlook.

To enable the feature in Outlook:

• For Outlook 2013, follow the instructions from Microsoft at http://answers.microsoft.com/en-us/office/forum/office_2013_release-outlook/outlook-2013-show-contacts-below-the-notes-field/43f973a7-157c-4fd1-a405-d10c218d9e7e.
• In Outlook 2010, select File > Options > Contacts, and select the Show contacts linked to the current item check box.
• In Outlook 2007, select Tools > Options > Contact Options, and select the Show contact linking on all forms check box.
• In Outlook 2003, the feature is not available.

For detailed instructions, see Outlook: How to show the "Contact Links" on all appointments.

Applies to

• Riva Cloud for NetSuite and Exchange (EWS).
• Riva On-Premise 2.4.38 or higher for NetSuite and Exchange (EWS): Enabled by default.