CloudExtend has a number of settings in the application. Learn about each of them here.
View this video or review setting explanations below:
The Settings section enables you to customize the CloudExtend Gmail as per your preferences. Select the radio button and Save Changes.
NetSuite Connection in Context
This gives information about the NetSuite session that is linked to CloudExtend App.
Click this link if you want to update your linked NetSuite connection. It is required that you're logged in NetSuite session always matches the NetSuite connection.
Auto-load the App (Recommended to keep checked)
When Enabled - The App will load automatically when Gmail page is refreshed.
When Disabled- The App will load in minimized state and will open when the user presses the Celigo logo button in the mail.
Auto-fetch related records (Recommended to keep checked)
When Enabled, and whenever an email is opened, the CloudExtend app automatically searches for the sender, recipient, CC emails, and any number greater than 4 digits (using NetSuite Global search to populate the relevant records).
When Disabled, the user needs to click on the Celigo “O” button to fetch the related records.
Include attachments by default (Recommended to keep unchecked)
Enable this to set up the App to include attachments by default on each email that you save with the SAVE EMAIL button, as shown below. This does NOT apply to SAVE WITH AUTOPILOT.
Click this link to download the current execution logs. In case of any errors or functionality, issues download these logs and send them to Celigo support via a support ticket. These logs help support engineers understand the context of an issue or an error.