This article explains how to configure auto fetch. To learn more about how auto-fetch determines which records to display please see this corresponding article.
💡 Note: If you are on a Group Edition, the CloudExtend panel will be slightly different. |
Watch this GIF for configuration instructions or follow the steps below:
Step 1: Click on the Suggest Related Records button here.
Step 2: By default, we pull contacts, customer, and vendor records however by clicking on the filter icon, you can choose which records you want to be pulled back in the auto-fetch.
Step 3: Check off the relevant record types and hit the back button. Your records are now configured.
💡Note: For performance reasons, if you do NOT have the CloudExtend NetSuite bundle installed, you can select a maximum of 4 record types (with contact selected by default). Users with the CloudExtend bundle installed have no limits (the bundle improves performance and is available to everyone. Please contact your NetSuite admin to install it).
To learn more about how auto-fetch determines which records to display please see this corresponding article.