CloudExtend

We recommend watching this brief overview video and then following the steps below to get started.

- <a href="https://support.cloudextend.io/en/articles/6408512-end-users-install-the-extension-from-the-chrome-store">Install the extension</a> from the Chrome store
- <a href="https://support.cloudextend.io/en/articles/6368834-end-user-logging-into-cloudextend-gmail-for-netsuite-nextgen">Login</a>
- <a href="https://support.cloudextend.io/en/articles/6960439-interface-guide-cloudextend-gmail-for-netsuite-nextgen">Interface Guide</a>
- <a href="https://support.cloudextend.io/en/articles/6387201-faq-determine-the-netsuite-connection-you-have-for-cloudextend-gmail-for-netsuite-nextgen">Determine the NetSuite connection you have</a>

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- <a href="https://support.cloudextend.io/en/articles/6368929-email-sync-set-filter-for-search-results-to-reduce-record-clutter-in-cloudextend-gmail-nextgen">Set your filter</a> for search results
- <a href="https://support.cloudextend.io/en/articles/6997529-faq-optimize-search-for-records">Optimize Search for Records</a>

Recommended Customizations to Make Before Use

- <a href="https://support.cloudextend.io/en/articles/6368907-email-sync-learn-how-to-save-an-email-to-netsuite">Saving emails</a> from your inbox
  - Associate Email
  - Autopilot (Enterprise Only)
- How to <a href="https://support.cloudextend.io/en/articles/6424774-email-sync-how-select-record-and-save-emails-with-attachments">select records and sync file attachments</a>
- <a href="https://support.cloudextend.io/en/articles/6424783-email-sync-how-to-save-emails-when-in-reply-or-compose-mode">Saving emails when in reply or compose mode</a>
- <a href="https://support.cloudextend.io/en/articles/6378197-email-sync-how-does-shared-association-work">Shared Association</a>
- <a href="https://support.cloudextend.io/en/articles/6368882-email-sync-select-netsuite-records-you-want-to-link-your-emails">Various search options</a> to find which records you want to attach your emails
- <a href="https://support.cloudextend.io/en/articles/6412618-email-sync-where-are-emails-saved-via-cloudextend-gmail-for-netsuite-nextgen-stored-in-netsuite">Where are emails stored</a> in NetSuite? Learn about the <a href="https://support.cloudextend.io/en/articles/8822166-faq-learn-about-email-rollup-so-you-can-see-all-email-activity-at-the-parent-level-without-the-extra-work">roll-up feature</a> too!
- Understanding your <a href="https://support.cloudextend.io/en/articles/6387284-faq-understand-cloudextend-gmail-for-netsuite-nextgen-settings">CloudExtend settings</a>
- Use Gmail Analytics to <a href="https://support.cloudextend.io/en/collections/4032313-cloudextend-gmail-analytics">view stats</a> on how your application is helping you stay productive

- <a href="https://support.cloudextend.io/en/articles/6909660-manage-records-creating-new-netsuite-records-from-cloudextend-gmail-for-netsuite-nextgen">Creating new NetSuite records </a>
- <a href="https://support.cloudextend.io/en/articles/6960006-manage-records-edit-existing-netsuite-records-from-cloudextend-gmail-for-netsuite-nextgen">Edit Existing NetSuite records</a> 
- <a href="https://support.cloudextend.io/en/articles/6387273-faq-record-types-supported-by-cloudextend-gmail-for-netsuite-nextgen">Record types supported by CloudExtend Gmail for NetSuite NextGen</a>

Create and Edit Records within the application

- <a href="https://support.cloudextend.io/en/articles/1724068">Google Drive Overview</a>
- <a href="https://support.cloudextend.io/en/articles/2794863">Bulk upload</a> your Google Drive files and folders (Admin Only)
- <a href="https://support.cloudextend.io/en/articles/8977192">Add and Remove the Google Drive tab</a> to NetSuite Records (Admin Only)

Use CloudExtend Google Drive to Save NetSuite Storage

- <a href="https://support.cloudextend.io/en/articles/1724044-calendar-sync-understand-how-cloudextend-calendar-sync-works">Calendar Sync Overview</a>

<b>Begin using CloudExtend Gmail for NetSuite NextGen to save time and be more productive.</b>

If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at <a href="mailto:cloudextend-success@celigo.com" target="_blank" rel="nofollow noopener noreferrer">cloudextend-success@celigo.com</a>.

👉 Check out these <a href="https://support.cloudextend.io/en/articles/6368939-getting-started-cloudextend-gmail-for-netsuite-nextgen-best-practices-guide">best practices</a> for you to optimize your CloudExtend usage! Happy saving!

Install and Login

Recommended Customizations to Make Before Use

Learn how CloudExtend Gmail works

Create and Edit Records within the application

Use CloudExtend Google Drive to Save NetSuite Storage

Calendar Sync Feature