SSEO - How to Edit Global Settings Using the Configuration Record
SuperSync Email includes more advanced features within its Configuration record giving you even more control to finetune the product to your needs.
Covered in this article:
- How to access the SuperSync Email configuration record
- Explanation of each individual field within the Configuration record
How to access the Configuration record
Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Configuration record.
Individual fields and their functions
| 1. SuperSync License Information Window | The SuperSync license information window provides you with a quick look at how many licenses your organization possesses and how many are currently being used. It also provides you with a quick way to create a license request when you need more licenses as your organization's needs grow. |
| 2. Login Token | The Login Token is like a password used to log into the add-in. Every user in your company will use this Login Token. |
| 3. Bcc to NetSuite: Attach to First Person in "To" Only | This option applies to the Bcc to NetSuite feature. When enabled, the email will only be logged to the first person in the "To" of the email. When disabled, the email will be logged to every person in the "To" of the email. This means there will be duplicate message records created for each person. |
| 4. Attachments Folder ID | Enter the internal ID of a folder in the File Cabinet. This is where email attachments are saved. If no folder ID is entered, -10 is used by default, which is the Attachments Received folder located at the root of the File Cabinet. Attachments are organized by email. Each time an email is logged, a new folder is created with "SuperSync.Email." as the prefix and the date as the suffix. |
| 5. Default Entity | This drop down allows you to select a default entity record to attach to the email when synced if the To or From entity do not match to a NetSuite Record. You can read more about this NetSuite limitation here. |