The shared association feature will give you the visibility of emails that are already synced to NetSuite.

Click an email in your inbox. In the CloudExtend panel > Associaton Records section, you will see if the records are synced by you or by other CloudExtend users within your organization.

This eliminates duplicate email sync which keeps your NetSuite communication organized.


Email Associated to Records

The person who saves the email in an organization will be in green.

If you saved the email as Autopilot. The icon will be in green and will show AP.

Everyone else on the thread will see the email saved in purple when they check their inbox.

No Associated Records

If the email is not yet associated with any records. The screen will prompt:

“This email is not associated with any records.”

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