Here are two ways to help track email attachment 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
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.
