End user getting started (Google Workspace: Gmail, Cal + G Drive)

Watch this all in 1 video or follow the step by step guidelines below:

Step 1: Install

• Install the extension from the Chrome store
• Connect Gmail to NetSuite using one of the supported login methods

Step 2: Recommended Customizations to make before use

• Set your filter for search results

Step 3:  Learn how CloudExtend Gmail works

• Saving emails from your inbox
• Saving emails when in reply or compose mode
• Save emails using autopilot (Enterprise users only)
• Various search options to find which records you want to attach your emails
• Saving file attachments
• Composing Gmail messages from within NetSuite
• Where are emails stored in netSuite?
• Creating NetSuite records from within Gmail
• Editing NetSuite records from within Gmail
• Understanding your CloudExtend settings

Step 4: Learn how CloudExtend Google Drive works

• Google Drive Overview

Step 5: Learn how CloudExtend Calendar works

• Calendar Sync Overview

Step 6: Download Gmail Lite to save emails from your Mobile device to NetSuite

• Instructions on downloading and installing Gmail Lite

Step 7: Begin using CloudExtend Google Workspace to save time and be more productive.

If you have any questions or would like a walkthrough please reach out to your Account Manager.