There are two ways for you to attach emails and files to NetSuite Records.
Step 1: From your inbox, click on an email you want to save to NetSuite. CloudExtend does an auto search for you in NetSuite to bring back relevant records that you may want to attach your emails to based on the sender and the recipient's email IDs.
💡 Note: With NextGen app, your first search each day may be slow. After that, you can expect significant speed improvements.
Step 2: Choose the record (or records) you want to attach to the email. You can:
Select all records from the Auto-Search
To select all records, click the by clicking the All button.
Select certain records from the Auto-Search
Click on the button beside the record name
Search for records manually if you cannot locate the records you want the email to be associated with.
Step 1: Use the search box to look for additional records to save the email. This mimics your NetSuite global search.
Step 2: Type in the keyword you are looking for and it will bring up the related records list. When you click on it, it will be added to your available record list. You can also use prefixes to optimize the search.
Ability to Multi-Select from Search Results
You can search multiple records belonging to different record types at once using the global search bar in the extension and add all of them at once to the Available records to associate them.