Watch the video below or follow the step by step directions below:
Step 1: Click on the + Plus Sign in the CloudExtend toolbar.
Step 2: Choose which record you would like to create. NOTE: We respect all permissions in NetSuite.
Step 3: The create new task form will populate. Enter in your information as you normally would and hit save. TIP: By going to the bottom right of the form, you can use the arrow to make it smaller and then drag it over so you can see side by side with your email.
Step 4. Your new task is now created in NetSuite without ever having to leave Gmail.