1. Go to the Dokka role settings
Go to Setup > Users/Roles > Manage Roles:
Find the role that's connected to your Dokka company and click the 'Edit' link next to it. Note that if you've created more than one role for Dokka, the following instructions will have to be repeated for all roles.
2. Adding permission for the Custom Segment
In the Role settings window, scroll down until you see the Permissions tab. Click 'Custom Record' sub-tab, choose the required segment (provided by Dokka's support team) and click the Add button.
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Once the required Custom Record was added click Save.
3. Sync in Dokka
This step can only be done by a Dokka user with Administrator privileges
In the company where you've seen missing records, go to the company settings and click Integrations.
Click the Update button next to your active NetSuite connection to initiate the sync process.
The sync animation will signify that the sync has started, but you will not receive any feedback about the end of the sync process once it finishes. We advise to refresh the page after several minutes and check if the 'Latest update' time was changed.
