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.
