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FAQ: Learn about email rollup so you can see all email activity at the parent level
FAQ: Learn about email rollup so you can see all email activity at the parent level

GMNS | Learn which child records will automatically roll up emails to parent records

Updated over a week ago


Your admin must have enabled this feature for Gmail per the instructions in this article. If emails are not rolling up please check with your admin to ensure this setting is enabled.

Email Rollup

Different users in your organization may need to see emails in different places. For example, a sales rep may only be concerned about emails on a specific opportunity while an account manager may be more concerned about all the emails for a customer.

When a user saves email to child records such as Contacts (child of Customer) or Opportunities (child of Customer) NetSuite will also show that same email on the parent customer record eliminating the need for users to save the email two times.

💡 Note: Please be aware that any emails saved to child customers will not roll up with parent customers.

Child Records that will automatically roll emails up to parent records.

When you save an email to any of the following child records using CloudExtend Outlook, the email will AUTOMATICALLY rollup to the parent record for you - without you having to actually check it off:

  • Contacts | rolls up to their parent, ie customer, lead, partner, vendor

  • Cash Sales | rolls up to customer

  • Estimates | rolls up to customer

  • Invoices | rolls up to customer

  • Jobs | rolls up to customer

  • Opportunities | rolls up to customer

  • Sales Orders | rolls up to customer

  • Purchase Orders | rolls up to vendor

  • Vendor Bills | rolls up to vendor

💡 Please note: The above scenarios will only show up on the communication tab and NOT the Gmail tab.

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