Attaching emails to NetSuite while sending or replying is easy once you know where the Celigo Send&Save icon is.
View this video or follow the steps below:
Step 1: Compose a new email (or reply to an existing one).
When you are ready to send use the Celigo Send and Save to NetSuite button. This will send your email and then give you the option in the CloudExtend toolbar where you want to attach the email to NetSuite.
💡 NOTE: Your reply plus all emails in the thread will be saved.
Step 2: Once you click on the Celigo Send and Save to NetSuite button, CloudExtend does an auto search for you in NetSuite to bring back relevant records that you may want to attach your emails to.
We search by Sender (1) which will show all the relevant records associated with the Sender's name and email address and we do a contextual (2) search which will show all the relevant records associated with the Recipients' names and email addresses.
We also search for 5 or more digits in the email subject line.
Step 3: Check off the records you want to attach the email to and hit SAVE EMAIL.
Step 4: Did not find the records you were looking for via the automatic search? Use the Search NetSuite Records bar to search additional record types that CloudExtend may not find automatically for you. This mimics the NetSuite global search, so just type as if you were looking in NetSuite and the same records will populate. Below I was looking for a Support case. Click the radio button and SAVE EMAIL to save it.
Step 5: Your emails are now stored to the Communication tab + the Gmail tab on those NetSuite records.
💡TIP: To quickly jump to those records in NetSuite click on the little NetSuite button next to the record.