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Manage Records: Edit Existing NetSuite records using CloudExtend Gmail
Manage Records: Edit Existing NetSuite records using CloudExtend Gmail

Gmail | Edit records without going to NetSuite

Updated this week

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

Step 1: Hover over the record name in the Associate to section.

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

๐Ÿ’ก 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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