CloudExtend does an auto-search for you to bring back relevant records that you want to attach to your emails. To reduce the number of records returned, we recommend that you set a filter for those record types.
When you choose an email, CloudExtend will search by checking the email addresses listed in the TO and CC sections. This search will bring back relevant records if it finds any matching records. Additionally, it searches for 4 or more digits in the email subject line.
To learn more about how auto-fetch determines which records to display please see this corresponding article.
Watch this GIF for configuration instructions or follow the steps below:
Step 1: Click on Menu > Settings then select Configure Records Filter.
Step 2: Select the record types you want to display.
Step 3: Click back and the setting will be saved on your end.
💡 Note:
This is a user preference setting, you can always adjust this depending on your preference.
You can choose Custom Records on the list. Custom Records are only supported in manual association in this release.
Setting a thread on Autopilot that associates with Custom Records will come in a future release.