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Gmail for NetSuite NextGen
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FAQ: Record types supported by CloudExtend Gmail for NetSuite NextGen
FAQ: Record types supported by CloudExtend Gmail for NetSuite NextGen

Gmail NextGen | See list of record types supported by CloudExtend Gmail for NetSuite NextGen

Updated this week

See the list of record types that can be searched and attached.

Record Types Supported for Attaching Emails

The following record shown in the list will allow you to save emails from Gmail to NetSuite. This excludes the synchronization of Google Drive folders and files.

Entities

  • Contact

  • Customer

  • Employee

  • Job

  • Lead

  • Partner

  • Prospect

  • Vendor

Transactions

  • Cash Sale

  • Check

  • Credit Card Transaction

  • Credit Memo

  • Customer Deposit

  • Customer Payment

  • Estimate

  • Expense Report

  • Invoice

  • Item Fulfillment

  • Item Receipt

  • Opportunity

  • Purchase Order

  • Return Authorization

  • Sales Order

  • Vendor Bill

  • Vendor Credit

  • Vendor Return Authorization

Activities

  • Support Case

Custom Records

  • Configure the records section in Settings

  • Enhancement to include the Custom Records list so that users can select which Custom Records they want to see in Available Records suggestions.

Record Types Supported for Create within the application

  • Employee

  • Contact

  • Customer

  • Vendor

  • Lead

  • Prospect

  • Partner

  • Job

  • Opportunity

  • Support Case

  • Task

๐Ÿ’ก Note: If the records you are looking for are not part of the list, turn on the Create from NetSuite toggle button. This will give you a list of custom and standard record types in NetSuite depending on your NetSuite role permission.

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