CloudExtend does an auto-search for you to bring back relevant records that you want to attach your emails to.
To reduce the number of records returned, we recommend that you set a filter for those record types that will be relevant to you.
Step 1: Click on Menu > Settings then select Configure Records Filter.
Step 2: Select the record types you want to display.
💡 Note:
You can choose Custom Records on the list. Custom Records are only supported in manual association in this release.
Setting a thread on Autopilot which associates with Custom Records will come in a future release.
