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Email Sync: Where are emails saved via CloudExtend Gmail for NetSuite stored in NetSuite?
Email Sync: Where are emails saved via CloudExtend Gmail for NetSuite stored in NetSuite?

Gmail | Where are emails and attachments saved in NetSuite?

Updated over a week ago

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.

πŸ‘‰ Learn more about attaching files through email messages here.

View this article to learn the different file attachment methods,

Sync All Attachments

Sync Selected Attachment/s

To sync all file attachments, click the clip icon at the top and select the files then Update Attachments.

If you want to include inline images, turn on the INCLUDE INCLINE IMAGES toggle button.

Once you click Update Attachments, an indicator will appear on the right-hand side of your selected record name.

To select certain file attachments, click on the clip icon beside the record name you want to attach and click Update Attachments.

If you want to include inline images, turn on the INCLUDE INCLINE IMAGES toggle button.

Once you click Update Attachments, an indicator will appear on the right-hand side of your selected record name.

Where does the file get stored in NetSuite?

When using the CloudExtend 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 to the file. It will be on the Communication under the Messages tab. The file will be shown 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.


πŸ’‘ 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.


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