CloudExtend allows end users to create new records as well as attach emails to existing records. See the supported record types for each use case below. 

Record Types Supported for Attaching Emails

  • Cash sale
  • Contact
  • Customer 
  • Employee
  • Estimate
  • Invoice
  • Lead
  • Jobs
  • Opportunity
  • Partner
  • Prospect
  • Purchase Order
  • Sales Order
  • Support Case
  • Vendor
  • Vendor Bill

Record Types Supported for Viewing *

  • Cash sale
  • Contact
  • Customer 
  • Employee
  • Estimate
  • Invoice
  • Lead
  • Opportunity
  • Partner
  • Prospect
  • Purchase Order
  • Sales Order
  • Support Case
  • Vendor
  • Vendor Bill

Record Types Supported for Edit and Create *

  • Contact
  • Customer
  • Task (create only)

 * Available only in User and Enterprise Editions

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