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CloudExtend Gmail for NetSuite NextGen
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Manage Records: Edit Existing NetSuite records from CloudExtend Gmail for NetSuite NextGen
Manage Records: Edit Existing NetSuite records from CloudExtend Gmail for NetSuite NextGen

NextGen | Edit records without going to NetSuite

Updated over a week ago

Users can edit records directly within the extension without having to go to NetSuite.

Step 1: Hover over the record name in the Available record section.

Step 2: Click the pencil icon to edit the record.

💡 Tip! By clicking edit, CloudExtend will open the record for editing directly within the application (for supported record types), otherwise, the record will open a browser and direct you to the NetSuite edit form.

You can add and remove fields in the CloudExtend form, know the actions you can do inside CloudExtend here.

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