SSEO - How to Customize Matching Types

Matching Types are the organizational mechanism for displaying record types within the add-in. Typically, these will directly align with the record type.

Covered in this article:

  • Create a New Matching Type
  • Edit an Existing Matching Type

The following matching types come as default with the SuiteApp installation:

Transactions

Entities

Other

Bill Payments

Contacts

Cases

Credit Memos

Customers

 

Invoices

Employees

 

Item Fulfillments

Leads

 

Item Receipts

Partners

 

Opportunities

Projects

 

Purchase Orders

Vendors

 

Quotes

 

 

Return Authorizations

 

 

Sales Orders

 

 

Vendor Bills

 

 

Vendor Return Authorizations

 

 

When to use Matching Types: Matching Types must be configured to show up in the search results. Matching Types also must be applied to specific profiles for them to display to the user.

How to access Matching Types: Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Matching Type.

Create a New Matching Type

1. Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Matching Type, then click on New SuperSync Email Matching Type.

2. Complete Required Fields

  • Name: This field will display in NetSuite as the name of the Matching Type. If the Display Heading field is left blank, this will also show as the name of the Matching Type in the add-in.

  • Record Type: Select the corresponding record types that you want to show within the Matching Type container.

  • Note: In most cases, the Name and the Record Type will be the same

3. Optional Fields

  • Display Heading: this field replaces the Name field only in the add-in.

  • Custom Icon: this updates the icon displayed next to each record within a matching type

4. Saved Search Filter: this filters results within a matching type

  • Note: Only existing saved searches will appear in this field. To apply a new saved search, you must first create the saved search.

  • Record Title Field: The field ID used for the record's title (first line) goes in here. A preset default value will be used if left blank. You can also use a formula if "Record Title Field is Formula" is enabled.

  • Record Detail Field: The field ID used for the record's detail (second line) goes in here. A preset default value will be used if left blank. You can also use a formula if "Record Detail Field is Formula" is enabled.

  • For example formulas, please review them in this article

Edit an Existing Matching Type

1. Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Matching Type, then click on Edit.



2. Follow the steps above to modify the fields within that Matching Type.

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