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Email Sync: Set Filter for search results to reduce record clutter in CloudExtend Gmail NextGen
Email Sync: Set Filter for search results to reduce record clutter in CloudExtend Gmail NextGen

NextGen | Reduce search clutter by filtering your search results

Updated over a week ago

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.

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