Optional - Configure a dashboard or search to monitor email attach activity

Option 1: Create a Saved Search

Step 1: In NetSuite go to Reports > Saved Searches > All Saved Searches > New
Step 2: Find and click 'Celigo Gmail Message'

Option 2: Create a custom portlet on your dashboard

Step 1: Navigate to your NetSuite dashboard.  Click on “Personalize’ → ‘Custom portlet’.

Step 2: Click on ‘Setup’ then choose ‘Celigo CloudExtend Gmail message portlet’.

Step 3: Below will appear and you can view by record type, author, recipient and attached by.