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¬†
  • Customer Deposit
  • Employee
  • Estimate
  • Expense Report
  • Invoice
  • Lead
  • Jobs
  • Opportunity
  • Partner
  • Prospect
  • Purchase Order
  • Return Authorization
  • Sales Order
  • Support Case
  • Vendor
  • Vendor Bill
  • Vendor Return Authorization

Record Types Supported for Viewing

  • Cash sale
  • Contact
  • Customer¬†
  • Customer Deposit
  • Employee
  • Estimate
  • Expense Report
  • Invoice
  • Lead
  • Opportunity
  • Partner
  • Prospect
  • Purchase Order
  • Return Authorization
  • Sales Order
  • Support Case
  • Vendor
  • Vendor Bill
  • Vendor Return Authorization

Record Types Supported for Edit and Create

  • Contact
  • Customer
  • Task (create only)

Did this answer your question?