Visual Cues When Saving Emails to NetSuite
Once you save an email using CloudExtend you will see different visual cues to know:
The type of saved method you made
If someone saved the email within the organization. Which we call Shared Association, learn more about it here.
Autopilot
One-Time Save
FAQs
🔵 If the Conversation View is turned ON how will the labels get generated?
If the conversation view is on it will be showing at the top part of the thread and the label will not show in each email conversation within the thread.
Will not show in individual responses.
🔵 If the Conversation View is turned OFF how will the labels get generated?
If the conversation view is turned off the label will show in every email.