View the video below or read the article below:
Emails saved via CloudExtend Google Workspace are stored in 3 places in NetSuite:
The Communication tab holds all emails sent through NetSuite, and now all emails are saved via CloudExtend. File attachments will be saved under the files tab.
One way to get a holistic view of all activities and emails at the Customer, lead or prospect level is by using the Dashboard View and adding a Timeline to the dashboard.
The dedicated Gmail tab will only show those emails saved via the CloudExtend app. It will also show any emails sent using the Compose Gmail button.
💡 Note: We do not show emails saved on Autopilot here. Those will be under communication.