Manage Records: Editing NetSuite records from within Gmail

GMNS | How to edit NetSuite records using CloudExtend Gmail

Updated over a week ago

Watch this video or follow the steps below to learn how to edit your NetSuite records directly from Gmail. Learn how to add/remove fields from your view as well.

Step 1: Click on the name of the record you want to edit.

Step 2: Click on the little pencil next to the filter icon.  

TIP:  The filter icon allows you to filter on the fields that you want to be displayed when viewing record details within CloudExtend.

Step 3: Make your changes and hit update record.

Step 4:  Your record has been successfully updated in NetSuite.

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