Email Sync: How does Shared Association work?

Gmail NextGen | Learn how Shared Association works

Updated over a week ago

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 > Associated 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.

Email Addressed Based Autopilot

  • This email has been stored to NetSuite using the Email Addressed-based Autopilot, it will have the tagging of CloudExtend Autopilot and three stars on the icon beside the record name.

Thread Based Autopilot

  • This email has been stored to NetSuite using the thread-based Autopilot, it will have the tagging of CloudExtend Autopilot and the icon will be in green and will show AP.

The purple color will appear if someone within your organization already saved the email to NetSuite.

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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