Learn where emails get stored in NetSuite when you use CloudExtend!
Change Alert: If you were using our legacy extension your emails were saved twice, once on the native NetSuite communications tab and also on a custom tab called Gmail. This feature is now deprecated as we follow native NetSuite functionality and store emails only once and display them on the Communications tab. Files also follow native NetSuite functionality and are stored in the native Attachments Sent/Received folder. A link to the file is available from the Communications tab.
👉 Learn more about attaching files through email messages here. |
View this article to know the different file attachment methods,
You can select the records you want to store the email to and if you want to include the attachment, click on the paper clip icon, and you can select the attachment you want to sync to NetSuite.
Where does the file get stored in NetSuite?
When using the CloudExtend NextGen application, file attachments sync via CloudExtend and go to the NetSuite file cabinet.
To check on the record, go to the Communication > Messages tab
To check inside the NetSuite file cabinet, go to Document > Files. It is stored in the Attachment Received folder.
How to View Emails in NetSuite
When an email is attached together with the file. It will be on the Communication under the Messages tab. The file will show in the attachment section.
Item 1: View - When you click view to see the content of the email
Item 2: Attachments - If your synced email contains an attachment, it will reflect in this section
Item 3: View History - click this button to pull all the emails on one page, you can type in a keyword by using the Find function to locate the email you are looking for.
Item 4: Customize View - To see the proper email addresses of the sender/recipient implement the suggested change to your view.
Customize your default view and add:
Author Email
To
This will then allow you to work with email addresses rather than entity names. If desired remove the Author and Primary Recipient to free up space.
💡 Click here to find out more about the technical reasons behind why a sender/recipient NetSuite entity might seem different.
Timeline
One way to get a holistic view of all activities and emails at the Customer, lead or prospect level is by using the Dashboard View and adding a Timeline to the dashboard.
