With the November 29th 2018 release users can now include transaction records in the search that occurs when they click on 'Attach Email to NetSuite'. We call this auto-fetch.

If you have not yet configured your auto fetch records learn more here

Transaction Types Supported and how they are fetched

When a transaction match is found, the top 10 (based on created date) will be returned.

  • Opportunity and Estimate
    Prerequisites
    - Configure auto fetch settings to display the transactions desired (opportunity, estimate)
    How CloudExtend finds matches
    CloudExtend will find a match when either of the below are true.
    - When the sender/recipient on the email is listed as the 'primary contact' on an Opportunity or Estimate
    - When the sender/recipient's email is listed as the email address on the Customer record related to the Opportunity or Estimate
  • Project (Job), Cash Sale, Invoice
    Prerequisites
    - Configure auto fetch settings to display the customer record as well as the desired transaction types to be returned
    How CloudExtend finds matches
    CloudExtend will find a match when the below is true.
    - When the sender/recipient is listed as the email address on the customer record the associated transactions will display
  • Purchase Orders, Vendor Bills
    Prerequisites
    - Configure auto fetch settings to display the vendor record as well as the desired transaction types to be returned
    How CloudExtend finds matches
    - When the sender/recipient is listed as the email address on the vendor record the associated transactions will display

Other

If you're unable to find a match with auto fetch, you can always click the 'search icon' to search for your record.

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