• Store emails and attachments against NetSuite records
• Create trackable actions with team visibility in NetSuite
• View all communications of any record live in NetSuite
Simply upload emails and attachments from Outlook to any record in NetSuite, create trackable actions and ensure that everyone can see what’s going on. Finally! No more emails about emails!
Workiro is a simple and easy solution to connect your Outlook inbox to your NetSuite environment. Once signed up with Workiro, the Outlook integration can be installed within minutes - providing fast access to important information on vendors, customers and other transactions that would otherwise live beyond the borders of NetSuite.
You can easily connect Outlook to NetSuite in minutes, with no implementation costs.
Once you have a Workiro account, simply install the plugin from the Office Add-ins store.
As an ISO27001 certified business, you can rest assured that all information is safe and secure.
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