Settings: Configure a dashboard or search to monitor email attach activity (Optional)

Here are two ways to help track email attachment activity:

• Create a Saved Search

• Create a custom portlet on your dashboard

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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

Step 3: Name your search.

Step 4: Click on the Results tab and then the Columns tab. Add the below fields and summary types.

Step 5: Click on the Available Filters tab and add the filter Date Created.

Step 6: Save and run your search. You can add a KPI or KPI Meter to your dashboard.

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.