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.
Prior to the November 2018 release: Contacts, Customers and Vendor records were displayed when you clicked on the 'ATTACH EMAIL TO NETSUITE' button by default. The November update now allows users to choose which records to auto-fetch and display.
Watch this GIF for configuration instructions or follow the steps below:
Step by step guide to configure record types you want auto-fetched when you click the 'ATTACH EMAIL TO NETSUITE' button
Step 1: Click the 'Celigo CloudExtend NetSuite' button (1) to populate CloudExtend. Get to the "Attach Message to NetSuite Records" screen by clicking on the 'ATTACH EMAIL TO NETSUITE' button when on an email (2).
Step 2: Once you are on the 'Attach Message to NetSuite Records' screen, click the 3 dots on the top right hand corner of CloudExtend to configure the record types.
Step 3: Click on 'Configure Records'.
Step 4: Choose the record types you want displayed during the auto-fetch. For Example: Contacts, Customers, Leads and Opportunities.
NOTE: For performance reasons, non Enterprise Edition users can select a maximum of 4 record types (with contact selected by default). Enterprise users with the CloudExtend bundle installed have no limits (the bundle improves performance).
Step 5: Click the Back button. Your records are now configured.