2 ways to search for NetSuite records to attach your emails to:
1: Auto search
Once you click on the Celigo Save to NetSuite or 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 too. We search by Sender (1) which will show all the relevant records associated with the Senders 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.
2. Search additional NetSuite Records
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.